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Wabtec
WAB

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
626
Evergreen Capital Management
Washington
$378K +$126K +612 +53%
WSFS
627
Wilmington Savings Fund Society
Delaware
$376K – – –
IAA
628
Independent Advisor Alliance
North Carolina
$374K +$19.3K +94 +6%
ONB
629
Old National Bancorp
Indiana
$371K +$24K +117 +7%
VFA
630
Valeo Financial Advisors
Indiana
$367K +$14K +68 +4%
IWC
631
Integrated Wealth Concepts
Massachusetts
$364K -$639K -3,112 -65%
HP
632
Haven Private
Florida
$364K +$37.8K +184 +12%
BCA
633
Bay Colony Advisors
Massachusetts
$362K -$205 -1 -0.1%
CIA
634
Concurrent Investment Advisors
Florida
$358K +$344K +1,675 New
EWA
635
EverSource Wealth Advisors
Alabama
$357K +$13.1K +64 +4%
PCM
636
Prelude Capital Management
New York
$356K +$343K +1,669 New
CI
637
Cigna Investments
Connecticut
$354K -$7.19K -35 -2%
EC
638
EntryPoint Capital
New York
$354K -$85.5K -416 -20%
PCH
639
PGIM Custom Harvest
New Jersey
$354K – – –
OF
640
Optimize Financial
California
$353K +$4.11K +20 +1%
CWS
641
Confluence Wealth Services
Pennsylvania
$352K +$22.4K +109 +7%
VSQM
642
V-Square Quantitative Management
Illinois
$350K +$337K +1,641 New
GS
643
GTS Securities
Florida
$349K +$336K +1,635 New
PPWP
644
Premier Path Wealth Partners
New Jersey
$346K +$822 +4 +0.2%
CI
645
CX Institutional
Indiana
$346K +$11.5K +56 +4%
SWM
646
Spire Wealth Management
Virginia
$346K +$248K +1,206 +292%
VA
647
VestGen Advisors
Illinois
$345K +$332K +1,618 New
BFG
648
Berger Financial Group
Minnesota
$343K +$100K +488 +44%
BCI
649
Brinker Capital Investments
Pennsylvania
$342K -$39.4K -192 -11%
BBI
650
Baxter Bros Inc
Connecticut
$342K – – –
24 25
26
27 28