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Wabtec
WAB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
776
Modern Wealth Management
Kansas
$249K +$244K +924 New
FCP
777
Fidelis Capital Partners
Florida
$247K +$1.06K +4 +0.4%
SP
778
SmartHarvest Portfolios
Washington
$247K +$18.8K +71 +8%
TNA
779
True North Advisors
Texas
$246K -$264 -1 -0.1%
OCM
780
Orchard Capital Management
Illinois
$246K – – –
PA
781
Planning Alternatives
Michigan
$245K +$21.4K +81 +10%
PFS
782
Prospera Financial Services
Texas
$245K -$2.12K -8 -0.9%
CA
783
Claro Advisors
Massachusetts
$244K -$4.23K -16 -2%
SCM
784
Shelton Capital Management
Colorado
$243K -$12.2K -46 -5%
BEAM
785
Baker Ellis Asset Management
Washington
$243K -$26.4K -100 -10%
GVAG
786
Great Valley Advisor Group
Delaware
$242K +$2.12K +8 +0.9%
RMP
787
Richards, Merrill & Peterson
Washington
$241K – – –
RIA
788
Rhodes Investment Advisors
Texas
$241K +$236K +893 New
FC
789
Farringdon Capital
United Kingdom
$241K +$236K +893 New
SCP
790
Sivia Capital Partners
California
$240K – – –
HPBT
791
Hickory Point Bank & Trust
Illinois
$238K – – –
IAIM
792
International Assets Investment Management
Florida
$236K +$5.02K +19 +2%
AWM
793
AE Wealth Management
Kansas
$235K +$230K +870 New
BWM
794
Baron Wealth Management
Michigan
$235K -$3.7K -14 -2%
CFO
795
CVA Family Office
Colorado
$235K +$10.8K +41 +5%
C
796
Certuity
Florida
$234K -$14.8K -56 -6%
GIA
797
GHP Investment Advisors
Colorado
$233K – – –
WWC
798
Waypoint Wealth Counsel
Georgia
$232K -$120K -455 -35%
SP
799
Symmetry Partners
Connecticut
$231K +$226K +856 New
FRA
800
Frank Rimerman Advisors
California
$231K +$3.17K +12 +1%
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