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WAB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
801
FinTrust Capital Advisors
South Carolina
$889 +$564 +5 +250%
SIS
802
Strategic Investment Solutions
Illinois
$888 -$142K -1,262 -99%
IHWM
803
Iron Horse Wealth Management
Iowa
$888 -$113 -1 -13%
CWP
804
Concord Wealth Partners
Virginia
$888 – – –
CPG
805
Cornerstone Planning Group
New Jersey
$888 – – –
NCM
806
Northwest Capital Management
Oregon
$888 +$226 +2 +40%
PGAM
807
Princeton Global Asset Management
New Jersey
$888 +$564 +5 +250%
FSWA
808
Financial Synergies Wealth Advisors
Texas
$799 – – –
JPWM
809
Jamison Private Wealth Management
Georgia
$769 – – –
TC
810
Truvestments Capital
Florida
$768 +$226 +2 +50%
PCFFS
811
Pacific Center for Financial Services
California
$762 -$113 -1 -14%
RDFA
812
Ritter Daniher Financial Advisory
Ohio
$762 – – –
GPFA
813
Game Plan Financial Advisors
Ohio
$762 +$677 +6 New
HWA
814
Heritage Wealth Advisors
Virginia
$761 – – –
IRAG
815
Investment Research & Advisory Group
Georgia
$761 – – –
KOCAA
816
Knights of Columbus Asset Advisors
Connecticut
$761 – – –
OSNBOA
817
Old Second National Bank of Aurora
Illinois
$761 – – –
MSWM
818
McGlone Suttner Wealth Management
Wisconsin
$642 +$564 +5 New
DAM
819
Delta Asset Management
Tennessee
$637 +$564 +5 New
CAM
820
Creekmur Asset Management
Illinois
$636 +$564 +5 New
EL
821
EMFO LLC
Florida
$635 -$9.59K -85 -94%
HWA
822
HHM Wealth Advisors
Tennessee
$635 -$564 -5 -50%
CMA
823
Cedar Mountain Advisors
Oregon
$635 – – –
TWD
824
True Wealth Design
Ohio
$635 – – –
TLCM
825
Twin Lakes Capital Management
California
$635 – – –
31 32
33
34 35