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WAB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
576
SeaCrest Wealth Management
New York
$249K -$19.6K -145 -8%
CPIG
577
Chicago Partners Investment Group
Illinois
$247K -$3.93K -29 -2%
PA
578
Parallel Advisors
California
$247K +$21.9K +162 +11%
WBC
579
Westpac Banking Corp
Australia
$245K – – –
HWM
580
HB Wealth Management
Georgia
$242K +$225K +1,663 New
GWM
581
Gibbs Wealth Management
Georgia
$242K +$225K +1,662 New
HKIMG
582
Hutchens & Kramer Investment Management Group
Indiana
$241K +$226K +1,667 New
CW
583
CreativeOne Wealth
Kansas
$239K +$222K +1,639 New
BBHC
584
Brown Brothers Harriman & Co
New York
$238K -$3.93K -29 -2%
PA
585
Pinnacle Associates
New York
$237K -$5.96K -44 -3%
KPWS
586
Kestra Private Wealth Services
Texas
$235K +$219K +1,615 New
ST
587
Smithfield Trust
Pennsylvania
$234K – – –
BBI
588
Baxter Bros Inc
Connecticut
$234K -$1.22K -9 -0.6%
CCM
589
Coldstream Capital Management
Washington
$232K -$5.69K -42 -3%
PWG
590
Portside Wealth Group
Utah
$229K +$213K +1,575 New
OMC
591
Old Mission Capital
Illinois
$229K +$213K +1,573 New
JDR
592
Jay D. Rosenbaum
$229K +$213K +1,570 New
DWA
593
Delap Wealth Advisory
Oregon
$229K +$213K +1,569 New
PP
594
PDS Planning
Ohio
$228K -$4.33K -32 -2%
FHA
595
First Horizon Advisors
Tennessee
$226K +$6.09K +45 +3%
PPWP
596
Premier Path Wealth Partners
New Jersey
$226K +$210K +1,553 New
GA
597
Geller Advisors
New York
$225K +$209K +1,545 New
DADC
598
D.A. Davidson & Co
Montana
$223K -$8.53K -63 -4%
PWPS
599
Pinnacle Wealth Planning Services
Ohio
$222K +$207K +1,526 New
SWP
600
Stratos Wealth Partners
Ohio
$221K +$205K +1,516 New
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