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WAB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
651
Bay Colony Advisors
Massachusetts
$456K -$529 -2 -0.1%
PCH
652
PGIM Custom Harvest
New Jersey
$456K +$6.61K +25 +1%
CCMG
653
Clark Capital Management Group
Pennsylvania
$456K +$447K +1,691 New
TCWA
654
Turtle Creek Wealth Advisors
Texas
$454K +$127K +479 +40%
PI
655
PFG Investments
New York
$447K -$15.9K -60 -3%
PA
656
Profund Advisors
Maryland
$443K +$11.1K +42 +3%
CI
657
Cigna Investments
Connecticut
$435K – – –
GAM
658
Groupama Asset Management
France
$435K – – –
BBI
659
Baxter Bros Inc
Connecticut
$432K – – –
PWG
660
Portside Wealth Group
Utah
$431K +$22.5K +85 +6%
BFG
661
Berger Financial Group
Minnesota
$431K -$529 -2 -0.1%
ASA
662
Axxion S.A.
Luxembourg
$431K +$423K +1,600 New
CIS
663
Continental Investors Services
Washington
$430K – – –
IAA
664
Independent Advisor Alliance
North Carolina
$429K -$793 -3 -0.2%
CI
665
CX Institutional
Indiana
$429K -$4.23K -16 -1%
KWM
666
Keebeck Wealth Management
Illinois
$429K +$112K +423 +36%
MWM
667
Mission Wealth Management
California
$424K +$416K +1,573 New
HP
668
Haven Private
Florida
$423K -$59K -223 -12%
WSCM
669
Wellington Shields Capital Management
New York
$418K – – –
KIA
670
Knollwood Investment Advisory
Maryland
$418K – – –
HFM
671
Harvest Fund Management
China
$413K -$10.6K -40 -3%
ACA
672
Aptus Capital Advisors
Alabama
$405K +$2.12K +8 +0.5%
KWM
673
Kingsview Wealth Management
Oregon
$404K +$397K +1,500 New
SIG
674
Sky Investment Group
Connecticut
$401K +$18.5K +70 +5%
TIM
675
Thompson Investment Management
Wisconsin
$398K -$6.61K -25 -2%
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