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Trex
TREX

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
426
Stone House Investment Management
Pennsylvania
$2K +$1.66K +40 New
WTC
427
WhitTier Trust Company
Nevada
$1.98K – – –
WIM
428
Westside Investment Management
California
$1.8K – – –
CH
429
Cromwell Holdings
Wyoming
$1.7K +$664 +16 +89%
PWA
430
Principia Wealth Advisory
Texas
$1.6K – – –
SIM
431
Synergy Investment Management
Florida
$1.6K +$1.33K +32 New
AF
432
Advisornet Financial
Minnesota
$1.5K – – –
NB
433
NBT Bank
New York
$1.5K – – –
PS
434
Planning Strategies
Pennsylvania
$1.5K +$1.24K +30 New
APFP
435
Action Point Financial Planning
Michigan
$1.45K +$1.2K +29 New
CA
436
Continuum Advisory
Idaho
$1.25K +$1.04K +25 New
TM
437
Torren Management
California
$1.2K – – –
QWM
438
Quaker Wealth Management
New Jersey
$1.15K – – –
FHC
439
First Horizon Corporation
Tennessee
$1K – – –
SNB
440
Security National Bank
Nebraska
$1K – – –
OCWP
441
Owl Creek Wealth Partners
Colorado
$1K +$830 +20 New
CFO
442
CVA Family Office
Colorado
$901 +$166 +4 +29%
VWA
443
Valued Wealth Advisors
Utah
$851 +$622 +15 +750%
TFM
444
TFC Financial Management
Massachusetts
$751 – – –
BFS
445
Bare Financial Services
Pennsylvania
$701 -$2.78K -67 -83%
KG
446
Kilter Group
New York
$701 – – –
FC
447
Financial Consulate
Maryland
$651 +$539 +13 New
HI
448
Harbour Investments
Wisconsin
$593 +$290 +7 +140%
SC
449
SouthState Corp
Florida
$501 – – –
CCMI
450
Creative Capital Management Investments
California
$500 +$415 +10 New
16 17
18
19 20