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WAB

Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
876
Steigerwald Gordon & Koch
Virginia
$12K +$11.8K +60 New
OAJ
877
Ogorek Anthony Joseph
New York
$12K – – –
CI
878
Clal Insurance
Israel
$12K +$11.4K +58 New
MCM
879
Manchester Capital Management
Vermont
$11.8K -$2.57K -13 -18%
TIM
880
Tortoise Investment Management
New York
$11.8K +$395 +2 +4%
CFD
881
Creative Financial Designs
Indiana
$11.4K – – –
AGWCA
882
Annis Gardner Whiting Capital Advisors
Florida
$11.4K +$3.35K +17 +43%
TFA
883
Transamerica Financial Advisors
Florida
$11.2K +$11.3K +57 New
RTL
884
Red Tortoise LLC
Georgia
$11.2K – – –
HIW
885
Holos Integrated Wealth
Pennsylvania
$10.5K -$1.58K -8 -13%
EPIM
886
Evelyn Partners Investment Management
$10.4K – – –
MSG
887
Main Street Group
Virginia
$10.2K – – –
ADL
888
Asset Dedication LLC
California
$10K +$5.92K +30 +150%
FWA
889
Flagship Wealth Advisors
Massachusetts
$10K – – –
MTIC
890
Missouri Trust & Investment Company
Missouri
$10K +$9.87K +50 New
S
891
Sachetta
Massachusetts
$9.93K +$1.38K +7 +16%
JWM
892
JPL Wealth Management
Colorado
$9.82K +$9.67K +49 New
ECM
893
Estabrook Capital Management
New York
$9.62K – – –
WIM
894
Westside Investment Management
California
$9.21K +$592 +3 +7%
CFG
895
CKW Financial Group
Hawaii
$9K – – –
CTC
896
Central Trust Company
Missouri
$8.82K -$2.37K -12 -21%
AP
897
Aspect Partners
Virginia
$8.62K +$2.37K +12 +39%
PWMG
898
Prestige Wealth Management Group
New Jersey
$8.42K – – –
CWP
899
Clark Wealth Partners
Illinois
$8.32K – – –
MIM
900
MTM Investment Management
South Carolina
$8.02K – – –
34 35
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