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TriNet
TNET

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
251
Pinnacle Wealth Planning Services
Ohio
$1.34K – – –
CPG
252
Cornerstone Planning Group
New Jersey
$1.26K +$900 +21 New
PWA
253
Physician Wealth Advisors
Utah
$1.24K +$1.07K +25 New
BFS
254
Bare Financial Services
Pennsylvania
$1.24K +$514 +12 +92%
CFM
255
Cornerstone Financial Management
Massachusetts
$1.19K +$472 +11 +85%
CFO
256
CVA Family Office
Colorado
$1.04K – – –
APW
257
Allied Private Wealth
Florida
$990 +$772 +18 New
TBFA
258
Three Bearings Fiduciary Advisors
New Hampshire
$891 – – –
NSIM
259
North Star Investment Management
Illinois
$792 +$686 +16 New
APFP
260
Action Point Financial Planning
Michigan
$791 +$772 +18 New
FAM
261
Fulcrum Asset Management
United Kingdom
$760 +$643 +15 New
JWA
262
JFS Wealth Advisors
Pennsylvania
$594 -$386 -9 -43%
BTI
263
Blue Trust Inc
Georgia
$594 – – –
KFAS
264
Keating Financial Advisory Services
Kansas
$495 +$43 +1 +11%
TFA
265
Transamerica Financial Advisors
Florida
$445 +$386 +9 New
BCV
266
Banque Cantonale Vaudoise
Switzerland
$425 +$368K +8,595 New
SGFG
267
Silver Grove Financial Group
New York
$346 +$300 +7 New
CCMI
268
Creative Capital Management Investments
California
$297 +$257 +6 New
HIA
269
HFM Investment Advisors
New Jersey
$248 +$129 +3 +150%
CIAM
270
Caitong International Asset Management
Hong Kong
$247 -$472 -11 -69%
SPIA
271
Steward Partners Investment Advisory
New York
$247 +$214 +5 New
DPW
272
DiNuzzo Private Wealth
Pennsylvania
$198 – – –
HFS
273
Hughes Financial Services
Virginia
$198 – – –
TPCW
274
TD Private Client Wealth
New York
$198 – – –
BHWM
275
Bay Harbor Wealth Management
Maryland
$148 -$43 -1 -25%
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