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WAB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
601
MBM Wealth Consultants
Missouri
$1K – – –
MAWCM
602
Mine & Arao Wealth Creation & Management
California
$1K – – –
MFT
603
Moisand Fitzgerald Tamayo
Florida
$1K – – –
MCM
604
MV Capital Management
Maryland
$1K – – –
NEAM
605
New England Asset Management
Connecticut
$1K – – –
PP
606
Pacifica Partners
Canada
$1K – – –
PCA
607
Providence Capital Advisors
North Carolina
$1K – – –
TCCM
608
Timber Creek Capital Management
Massachusetts
$1K – – –
FA
609
Fortis Advisors
Pennsylvania
$1K +$57 +1 +8%
ME
610
McIlrath & Eck
Washington
$1K +$57 +1 +4%
ANBT
611
American National Bank & Trust
Texas
$1K +$283 +5 +50%
MLFP
612
MPS Loria Financial Planners
Illinois
$1K +$510 +9 New
AWM
613
Apollon Wealth Management
South Carolina
$1K +$566 +10 New
HCM
614
Horrell Capital Management
Arkansas
$1K +$566 +10 New
BWM
615
Baystate Wealth Management
Massachusetts
$1K +$623 +11 +122%
WAMC
616
Western Asset Management Company
California
$1K +$680 +12 New
APWA
617
Atlas Private Wealth Advisors
New Jersey
$1K +$849 +15 New
BFIM
618
Beese Fulmer Investment Management
Ohio
$1K +$849 +15 New
AIC
619
Archer Investment Corporation
Indiana
$979 – – –
GFPC
620
Global Financial Private Client
Florida
$928 – – –
MWA
621
MFA Wealth Advisors
Pennsylvania
$461 +$453 +8 New
AIA
622
Arcadia Investment Advisors
Idaho
$115 – – –
WIM
623
Westside Investment Management
California
$2 – – –
TCM
624
TimesSquare Capital Management
New York
– -$31.2M -648,150 Closed
PAMU
625
Pictet Asset Management (UK)
United Kingdom
– -$26.5M -550,016 Closed
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