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WAB

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
626
Optimum Investment Advisors
Illinois
$3K – – –
SSB
627
Sandy Spring Bank
Maryland
$3K – – –
TFM
628
TFC Financial Management
Massachusetts
$3K – – –
SC
629
Schubert & Co
Texas
$3K +$463 +5 +23%
CFG
630
CKW Financial Group
Hawaii
$3K +$556 +6 +21%
CFFP
631
Center for Financial Planning
Michigan
$3K +$834 +9 +53%
HWMA
632
Heritage Wealth Management (Arizona)
Arizona
$3K +$3.33K +36 New
KFS
633
Kelly Financial Services
Massachusetts
$2.64K – – –
RWM
634
Raffa Wealth Management
District of Columbia
$2.6K – – –
FP
635
Financial Perspectives
Minnesota
$2.4K – – –
BCWM
636
Bartlett & Co Wealth Management
Ohio
$2.4K +$2.32K +25 New
LSA
637
Leonteq Securities AG
Switzerland
$2.02K – – –
TFO
638
Tarbox Family Office
California
$2K -$5K -54 -68%
CWA
639
Clearview Wealth Advisors
Oregon
$2K -$4.08K -44 -68%
ADL
640
Asset Dedication LLC
California
$2K -$648 -7 -26%
BDWM
641
Brewin Dolphin Wealth Management
Ireland
$2K -$648 -7 -25%
FNBOSM
642
First National Bank of South Miami
Florida
$2K -$556 -6 -23%
MAWCM
643
Mine & Arao Wealth Creation & Management
California
$2K -$371 -4 -15%
PMFA
644
Plante Moran Financial Advisors
Michigan
$2K -$185 -2 -9%
BWM
645
Baystate Wealth Management
Massachusetts
$2K -$93 -1 -5%
AP
646
Atwood & Palmer
Missouri
$2K – – –
ACM
647
AUA Capital Management
Pennsylvania
$2K – – –
BWA
648
BDO Wealth Advisors
Florida
$2K – – –
BG
649
Bollard Group
Massachusetts
$2K – – –
COCM
650
Charter Oak Capital Management
New Hampshire
$2K – – –
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