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Seagate

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1226
Pines Wealth Management
North Carolina
$208K +$202K +530 New
HAC
1227
Harbor Advisory Corp
New Hampshire
$206K +$201K +527 New
IRP
1228
Investment Research Partners
Pennsylvania
$206K +$200K +525 New
WAM
1229
WealthTrust Asset Management
Florida
$206K +$200K +525 New
Bank Julius Baer & Co
1230
Bank Julius Baer & Co
Switzerland
$206K -$8.01K -21 -4%
RDWM
1231
Red Door Wealth Management
Tennessee
$205K +$200K +523 New
OFS
1232
OneAscent Financial Services
Alabama
$204K -$168K -441 -46%
SMA
1233
Seven Mile Advisory
New Jersey
$203K -$97.7K -256 -33%
ST
1234
Sageworth Trust
Pennsylvania
$203K +$197K +517 New
RIM
1235
Rockbridge Investment Management
New York
$202K +$197K +516 New
FTC
1236
Farmers Trust Company
Ohio
$201K +$196K +514 New
IWS
1237
Intentional Wealth Strategies
Colorado
$201K +$196K +514 New
KAM
1238
Knightsbridge Asset Management
California
$201K +$196K +514 New
FAFN
1239
First Affirmative Financial Network
Colorado
$201K +$195K +512 New
SW
1240
Simplicity Wealth
New Jersey
$200K +$195K +511 New
VCM
1241
Versant Capital Management
Arizona
$199K +$50K +131 +35%
BWL
1242
Bogart Wealth LLC
Virginia
$190K +$1.53K +4 +0.8%
GKIM
1243
GW&K Investment Management
Massachusetts
$178K +$382 +1 +0.2%
WETS
1244
Wealth Enhancement Trust Services
South Dakota
$177K +$4.2K +11 +2%
SGK
1245
Steigerwald Gordon & Koch
Virginia
$172K – – –
QC
1246
Quent Capital
New York
$166K +$3.43K +9 +2%
SOAM
1247
SBI Okasan Asset Management
Japan
$161K +$169K +443 New
PP
1248
PFS Partners
New Jersey
$159K – – –
CSPIA
1249
Cary Street Partners Investment Advisory
Virginia
$159K -$9.54K -25 -6%
FMP
1250
Financial Management Professionals
Texas
$157K – – –