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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
226
Liberty Wealth Management
California
$21K
SCA
227
Stonebridge Capital Advisors
Minnesota
$20K +$19.2K +350 New
CAL
228
Capital Advisors Ltd
Ohio
$18K
TCWM
229
Total Clarity Wealth Management
Illinois
$16K +$15.7K +286 New
OCM
230
Orion Capital Management
California
$15K
NFG
231
Next Financial Group
Texas
$15K +$14.7K +268 New
BW
232
Bison Wealth
Georgia
$13K
JFA
233
JNBA Financial Advisors
Minnesota
$11K -$68K -1,236 -87%
Qube Research & Technologies (QRT)
234
Qube Research & Technologies (QRT)
United Kingdom
$11K +$11K +200 New
SFS
235
Sowell Financial Services
Arkansas
$10K -$31.2K -568 -78%
CFGS
236
Concourse Financial Group Securities
Alabama
$10K
EIP
237
Ellis Investment Partners
Pennsylvania
$7K +$110 +2 +2%
SIS
238
Sound Income Strategies
Florida
$6.08K
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
$6K
GI
240
Gradient Investments
Minnesota
$5K
RWB
241
RMR Wealth Builders
New Jersey
$5K +$5.17K +94 New
CIAS
242
Capital Investment Advisory Services
North Carolina
$3K
RTC
243
Riverview Trust Company
Washington
$3K
TRCT
244
Tower Research Capital (TRC)
New York
$2K
AWM
245
AE Wealth Management
Kansas
-$5.96M -110,796 Closed
SS
246
Simplicity Solutions
Minnesota
-$5.42M -100,908 Closed
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
-$587K -10,922 Closed
FIM
248
Freedom Investment Management
Connecticut
-$510K -9,496 Closed
NAS
249
Nicolet Advisory Services
Wisconsin
-$443K -8,250 Closed
Renaissance Technologies
250
Renaissance Technologies
New York
-$409K -7,600 Closed