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Trex
TREX

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
426
Westside Investment Management
California
$1.8K – – –
CH
427
Cromwell Holdings
Wyoming
$1.7K +$664 +16 +89%
PWA
428
Principia Wealth Advisory
Texas
$1.6K – – –
SIM
429
Synergy Investment Management
Florida
$1.6K +$1.33K +32 New
AF
430
Advisornet Financial
Minnesota
$1.5K – – –
NB
431
NBT Bank
New York
$1.5K – – –
PS
432
Planning Strategies
Pennsylvania
$1.5K +$1.24K +30 New
APFP
433
Action Point Financial Planning
Michigan
$1.45K +$1.2K +29 New
CA
434
Continuum Advisory
Idaho
$1.25K +$1.04K +25 New
TM
435
Torren Management
California
$1.2K – – –
QWM
436
Quaker Wealth Management
New Jersey
$1.15K – – –
FHC
437
First Horizon Corporation
Tennessee
$1K – – –
SNB
438
Security National Bank
Nebraska
$1K – – –
OCWP
439
Owl Creek Wealth Partners
Colorado
$1K +$830 +20 New
CFO
440
CVA Family Office
Colorado
$901 +$166 +4 +29%
VWA
441
Valued Wealth Advisors
Utah
$851 +$622 +15 +750%
TFM
442
TFC Financial Management
Massachusetts
$751 – – –
BFS
443
Bare Financial Services
Pennsylvania
$701 -$2.78K -67 -83%
KG
444
Kilter Group
New York
$701 – – –
FC
445
Financial Consulate
Maryland
$651 +$539 +13 New
HI
446
Harbour Investments
Wisconsin
$593 +$290 +7 +140%
SC
447
SouthState Corp
Florida
$501 – – –
CCMI
448
Creative Capital Management Investments
California
$500 +$415 +10 New
ACA
449
American Capital Advisory
Idaho
$451 – – –
MWM
450
Mascoma Wealth Management
New Hampshire
$450 +$373 +9 New
16 17
18
19 20