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Wabtec
WAB

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
726
Transcend Capital Advisors
New Jersey
$233K +$214K +1,111 New
PAG
727
Poinciana Advisors Group
Florida
$232K – – –
RMC
728
Resources Management Corp
Connecticut
$230K – – –
SF
729
Summit Financial
New Jersey
$230K +$211K +1,098 New
PWMA
730
Pension & Wealth Management Advisors
Massachusetts
$229K -$8.85K -46 -4%
CRC
731
Curi RMB Capital
Illinois
$228K +$209K +1,087 New
PCP
732
Proficio Capital Partners
Massachusetts
$226K +$207K +1,077 New
CIA
733
Choate Investment Advisors
Massachusetts
$225K +$207K +1,076 New
DWT
734
Dorsey & Whitney Trust
South Dakota
$225K +$207K +1,074 New
C
735
Certuity
Florida
$225K +$207K +1,074 New
SC
736
Savoie Capital
Illinois
$225K – – –
CFG
737
Carr Financial Group
Massachusetts
$225K +$206K +1,073 New
MFWP
738
Mosaic Family Wealth Partners
Missouri
$224K +$206K +1,072 New
OFO
739
OneAscent Family Office
Alabama
$224K +$205K +1,068 New
PIN
740
Prudent Investors Network
California
$224K +$205K +1,068 New
GDP
741
Great Diamond Partners
Maine
$222K -$26K -135 -11%
SI
742
Stephens Inc
Arkansas
$222K +$204K +1,061 New
OWA
743
One Wealth Advisors
California
$222K +$204K +1,060 New
ARC
744
Advisor Resource Council
Texas
$221K -$1.64M -8,516 -89%
HKIMG
745
Hutchens & Kramer Investment Management Group
Indiana
$219K +$201K +1,045 New
DADC
746
D.A. Davidson & Co
Montana
$218K -$66.1K -344 -25%
CCA
747
Checchi Capital Advisers
California
$217K -$23.8K -124 -11%
MAWA
748
Moss Adams Wealth Advisors
Washington
$215K +$198K +1,028 New
3IP
749
3Chopt Investment Partners
Virginia
$214K +$197K +1,023 New
AIM
750
Advyzon Investment Management
Illinois
$213K +$196K +1,018 New
28 29
30
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