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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
126
Kapstone Financial Advisors
Ohio
$274K
AFG
127
Allegheny Financial Group
Pennsylvania
$269K +$1.48K +19 +0.5%
WA
128
Waverly Advisors
Alabama
$265K +$1.01K +13 +0.4%
AF
129
Allworth Financial
California
$258K
NFG
130
Nations Financial Group
Iowa
$254K
OPPS
131
Obsidian Personal Planning Solutions
Maryland
$252K
BWP
132
Baldwin Wealth Partners
Massachusetts
$250K -$1.21M -15,553 -82%
BBW
133
Blue Barn Wealth
Utah
$244K +$1.17K +15 +0.5%
WMWM
134
Wilkins Miller Wealth Management
Alabama
$237K +$243K +3,124 New
EP
135
EPIQ Partners
Minnesota
$228K -$125K -1,600 -35%
GIP
136
Greatmark Investment Partners
Georgia
$228K
BPA
137
Beacon Pointe Advisors
California
$228K +$234K +3,000 New
JSC
138
Jackson Square Capital
California
$227K
RCM
139
Riggs Capital Management
Utah
$227K +$233K +2,987 New
PWM
140
Perigon Wealth Management
California
$226K +$228K +2,930 New
MWA
141
Midland Wealth Advisors
Illinois
$223K
BTWM
142
Brass Tax Wealth Management
Ohio
$220K -$46.8K -600 -17%
Jones Financial Companies
143
Jones Financial Companies
Missouri
$217K +$55.2K +708 +33%
MIM
144
Moseley Investment Management
Florida
$216K
CFG
145
Cooper Financial Group
California
$210K
EW
146
Element Wealth
Mississippi
$208K +$46.2K +593 +28%
Brown Advisory
147
Brown Advisory
Maryland
$208K
JWCA
148
J.W. Cole Advisors
Florida
$207K +$1.01K +13 +0.5%
SAW
149
Signal Advisors Wealth
Michigan
$206K -$40.7K -522 -16%
MWM
150
Maripau Wealth Management
Indiana
$203K +$209K +2,679 New