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PTC
PTC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
651
Kerr Financial Planning
California
$6.7K – – –
GSWM
652
Golden State Wealth Management
California
$5.92K +$929 +5 +17%
AGWCA
653
Annis Gardner Whiting Capital Advisors
Florida
$5.4K -$186 -1 -3%
S
654
Sachetta
Massachusetts
$5.05K -$2.04K -11 -28%
CAL
655
Capital Advisors Ltd
Ohio
$5K – – –
HHMI
656
Howard Hughes Medical Institute
Maryland
$4.53K – – –
SFG
657
Strive Financial Group
Indiana
$4.53K +$4.83K +26 New
PWMG
658
Private Wealth Management Group
New Jersey
$4.18K +$186 +1 +4%
BFS
659
Bare Financial Services
Pennsylvania
$4.18K -$557 -3 -11%
ADL
660
Asset Dedication LLC
California
$4.01K – – –
FHA
661
Flagship Harbor Advisors
Massachusetts
$4.01K +$4.27K +23 New
HFS
662
Hughes Financial Services
Virginia
$3.83K – – –
HNW
663
High Note Wealth
Minnesota
$3.66K – – –
RF
664
Rossby Financial
Florida
$3.66K +$3.9K +21 New
SIS
665
Sound Income Strategies
Florida
$3.5K – – –
DPW
666
DiNuzzo Private Wealth
Pennsylvania
$3.14K -$186 -1 -5%
BGAI
667
Bruce G. Allen Investments
Colorado
$3.14K – – –
CYG
668
Clean Yield Group
Vermont
$3.14K – – –
PWMA
669
Pension & Wealth Management Advisors
Massachusetts
$3.14K +$1.49K +8 +80%
AW
670
Avion Wealth
Texas
$3K -$372 -2 -8%
SC
671
SouthState Corp
Florida
$2.96K +$2.42K +13 +325%
PSB
672
Piscataqua Savings Bank
New Hampshire
$2.96K +$3.16K +17 New
TFA
673
Transamerica Financial Advisors
Florida
$2.79K +$1.67K +9 +129%
CT
674
Clearstead Trust
Maine
$2.61K +$2.79K +15 New
FFO
675
Fortitude Family Office
Arizona
$2.61K -$1.67K -9 -38%
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