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SNDK

Sandisk
SNDK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
976
Comprehensive Financial Planning
Pennsylvania
$145K +$35K +62 +37%
TWD
977
True Wealth Design
Ohio
$141K -$75.7K -134 -38%
RFP
978
Root Financial Partners
California
$137K +$57.1K +101 +89%
SIC
979
SJS Investment Consulting
Ohio
$133K +$97.2K +172 +453%
TPCW
980
TD Private Client Wealth
New York
$132K +$39K +69 +50%
TPWA
981
Twin Peaks Wealth Advisors
California
$129K +$115K +203 New
SC
982
SouthState Corp
Florida
$116K +$2.82K +5 +3%
ACA
983
Atlas Capital Advisors
Wyoming
$111K +$8.47K +15 +9%
AIM
984
Acropolis Investment Management
Missouri
$110K +$97.7K +173 New
OCWP
985
Owl Creek Wealth Partners
Colorado
$109K +$96.6K +171 New
FA
986
Fountainhead AM
New Jersey
$109K +$96.6K +171 New
QC
987
Quent Capital
New York
$107K +$10.7K +19 +13%
HIIFS
988
Harel Insurance Investments & Financial Services
Israel
$100K +$88.7K +157 New
BIA
989
Bell Investment Advisors
California
$99.7K +$3.39K +6 +4%
SWP
990
Strategic Wealth Partners
Ohio
$99.7K +$87.6K +155 +7,750%
CFB
991
Cullen/Frost Bankers
Texas
$97.8K +$30.5K +54 +54%
LI
992
LRI Investments
Florida
$93.4K +$76.3K +135 +1,125%
CWM
993
Consultiva Wealth Management
Puerto Rico
$92.8K – – –
PWAM
994
Private Wealth Asset Management
Iowa
$92.8K – – –
AGWCA
995
Annis Gardner Whiting Capital Advisors
Florida
$89.6K +$40.7K +72 +104%
GSIAS
996
Garden State Investment Advisory Services
New Jersey
$89.6K +$79.6K +141 New
QPBE
997
Quintet Private Bank (Europe)
Luxembourg
$86.4K +$76.8K +136 New
SEP
998
Signature Equity Partners
Ohio
$85.1K +$2.82K +5 +4%
IAAG
999
Innovative Asset Advisors Group
Connecticut
$85.1K +$75.7K +134 New
EB
1000
Eastern Bank
Massachusetts
$84.5K – – –
38 39
40
41 42