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WAB

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1026
Barrett & Company
Rhode Island
$6K +$529 +2 +10%
VWM
1027
Vermillion Wealth Management
Minnesota
$5.97K -$10.6K -40 -65%
AG
1028
AmeriFlex Group
Nevada
$5.93K +$5.02K +19 +633%
JFGIW
1029
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.93K – – –
HWA
1030
Heritage Wealth Advisors
Virginia
$5.93K -$8.2K -31 -58%
1IA
1031
1620 Investment Advisors
Massachusetts
$5.93K – – –
SHIM
1032
Stone House Investment Management
Pennsylvania
$5.93K – – –
HWP
1033
Highline Wealth Partners
California
$5.93K +$1.32K +5 +29%
WB
1034
Webster Bank
Connecticut
$5.93K +$5.82K +22 New
BLC
1035
Brown, Lisle/Cummings
Rhode Island
$5.78K – – –
FNWA
1036
Financial Network Wealth Advisors
Utah
$5.43K -$2.91K -11 -35%
HWM
1037
HighMark Wealth Management
Minnesota
$5.4K – – –
NF
1038
Napier Financial
Massachusetts
$5.39K – – –
HNW
1039
High Note Wealth
Minnesota
$5.39K +$793 +3 +18%
BCWM
1040
Bartlett & Co Wealth Management
Ohio
$5.39K +$1.85K +7 +54%
NECFA
1041
New England Capital Financial Advisors
Connecticut
$5.2K – – –
AWM
1042
Activest Wealth Management
Florida
$5.12K -$17.5K -66 -78%
AP
1043
Aspect Partners
Virginia
$5.12K -$2.38K -9 -32%
AT
1044
Arlington Trust
Alabama
$5.12K – – –
PWA
1045
Provenance Wealth Advisors
Florida
$5.12K +$1.32K +5 +36%
RWM
1046
Raffa Wealth Management
District of Columbia
$5.12K +$1.32K +5 +36%
TFGT
1047
TS Financial Group (TSFG)
Illinois
$5K – – –
HCM
1048
Hollencrest Capital Management
California
$4.85K -$5.29K -20 -53%
SIS
1049
Strategic Investment Solutions
Illinois
$4.85K -$3.17K -12 -40%
BCM
1050
Boreal Capital Management
Florida
$4.85K – – –
40 41
42
43 44