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WAB

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
976
TFC Financial Management
Massachusetts
$8.75K – – –
KG
977
Kilter Group
New York
$8.5K +$1.21K +5 +17%
JGCM
978
Joseph Group Capital Management
Ohio
$8.5K +$8.22K +34 New
TCM
979
Triumph Capital Management
Colorado
$8K -$1.93K -8 -20%
TCOT
980
Trust Company of Toledo
Ohio
$8K +$484 +2 +7%
CFM
981
Cornerstone Financial Management
Massachusetts
$8K +$967 +4 +14%
HFS
982
Horizon Financial Services
North Carolina
$8K +$2.66K +11 +52%
FNWA
983
Financial Network Wealth Advisors
Utah
$7.77K – – –
IAS
984
IMA Advisory Services
Colorado
$7.75K – – –
BFPW
985
BOK Financial Private Wealth
Colorado
$7.51K +$725 +3 +11%
SIS
986
Strategic Investment Solutions
Illinois
$7.5K -$1.21K -5 -14%
CSB
987
City State Bank
Iowa
$7.5K – – –
GFA
988
Godfrey Financial Associates
New York
$7.37K -$967 -4 -12%
CFSG
989
Community Financial Services Group
Vermont
$7.17K +$6.77K +28 New
SSG
990
Summit Securities Group
New York
$7K -$54.9K -227 -89%
AP
991
Aspect Partners
Virginia
$7K +$242 +1 +4%
AA
992
Addison Advisors
Vermont
$6.75K – – –
AWM
993
Abound Wealth Management
Tennessee
$6.55K +$725 +3 +13%
APW
994
Atlantic Private Wealth
North Carolina
$6.5K – – –
CPBTD
995
Central Pacific Bank - Trust Division
Hawaii
$6.5K – – –
CAM
996
Costello Asset Management
Pennsylvania
$6.5K – – –
JGIA
997
Jackson Grant Investment Advisers
Connecticut
$6.5K – – –
BIAS
998
Beacon Investment Advisory Services
New Jersey
$6.5K +$6.29K +26 New
DPW
999
DiNuzzo Private Wealth
Pennsylvania
$6.25K – – –
FMP
1000
Financial Management Professionals
Texas
$6.25K – – –
38 39
40
41 42