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WAB

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1026
Hughes Financial Services
Virginia
$4.75K +$484 +2 +12%
AT
1027
Arlington Trust
Alabama
$4.75K +$4.59K +19 New
CIAS
1028
CBIZ Investment Advisory Services
Ohio
$4.5K -$725 -3 -14%
BCM
1029
Boreal Capital Management
Florida
$4.5K – – –
CT
1030
Colonial Trust
South Carolina
$4.5K – – –
SWA
1031
SOA Wealth Advisors
New York
$4.5K – – –
IWM
1032
IMG Wealth Management
Florida
$4.5K +$4.35K +18 New
DF
1033
Dunhill Financial
United Kingdom
$4.27K – – –
HWP
1034
Highline Wealth Partners
California
$4.25K +$242 +1 +6%
HNW
1035
High Note Wealth
Minnesota
$4.25K +$967 +4 +31%
EDRH
1036
Edmond de Rothschild Holding
Switzerland
$4K – – –
HNB
1037
Hilltop National Bank
Wyoming
$4K – – –
RCM
1038
Richardson Capital Management
Wisconsin
$4K – – –
ME
1039
McIlrath & Eck
Washington
$3.75K – – –
KFA
1040
Kelleher Financial Advisors
New York
$3.75K – – –
DFA
1041
DHJJ Financial Advisors
Illinois
$3.55K – – –
FP
1042
Financial Perspectives
Minnesota
$3.5K – – –
PWA
1043
Provenance Wealth Advisors
Florida
$3.5K – – –
RWM
1044
Raffa Wealth Management
District of Columbia
$3.5K +$484 +2 +17%
RCM
1045
Raleigh Capital Management
North Carolina
$3.5K +$3.38K +14 New
BCWM
1046
Bartlett & Co Wealth Management
Ohio
$3.41K +$484 +2 +18%
FFL
1047
Financial Freedom LLC
Ohio
$3.38K – – –
AAG
1048
Armstrong Advisory Group
Massachusetts
$3.25K -$484 -2 -13%
SS
1049
Sunbelt Securities
Texas
$3.25K – – –
JFA
1050
JNBA Financial Advisors
Minnesota
$3.25K +$242 +1 +8%
40 41
42
43 44