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Warner Bros
WBD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
651
Coldstream Capital Management
Washington
$360K +$122K +8,606 +57%
MGIA
652
Moneta Group Investment Advisors
Missouri
$359K +$174K +12,227 +106%
MCA
653
Millennium Capital Advisors
Arkansas
$357K -$82.2K -5,779 -20%
IFG
654
Independent Financial Group
California
$356K +$67.5K +4,743 +25%
SIAG
655
Safeguard Investment Advisory Group
California
$355K +$18.2K +1,278 +6%
IFWM
656
Institute for Wealth Management
Colorado
$354K -$17.9K -1,256 -5%
ACM
657
Argyle Capital Management
Pennsylvania
$353K – – –
RIM
658
Reliant Investment Management
Tennessee
$352K -$2.55K -179 -0.8%
CFB
659
Cullen/Frost Bankers
Texas
$346K -$28.8K -2,027 -8%
MYAM
660
Meiji Yasuda Asset Management
Japan
$345K – – –
GS
661
Gagnon Securities
New York
$345K +$139K +9,780 +75%
JF
662
Jump Financial
Illinois
$344K +$324K +22,783 New
WSC
663
Wellington Shields & Co
New York
$342K -$38.5K -2,708 -11%
EH
664
Equitable Holdings
New York
$336K +$5.01K +352 +2%
BC
665
Burney Company
Virginia
$333K -$9.51K -668 -3%
PCS
666
Personal CFO Solutions
New Jersey
$331K -$160K -11,218 -34%
FTDI
667
First Trust Direct Indexing
Massachusetts
$331K +$4.94K +347 +2%
DILIC
668
Dai-ichi Life Insurance Company
Japan
$326K – – –
WT
669
Whittier Trust
California
$324K -$13.5K -950 -4%
MA
670
Montag & Associates
Georgia
$323K -$103K -7,216 -25%
CAM
671
Cresset Asset Management
Illinois
$322K -$46.9K -3,295 -13%
OPS
672
Orion Portfolio Solutions
Nebraska
$317K +$20.5K +1,442 +7%
BCI
673
Brinker Capital Investments
Pennsylvania
$317K +$299K +21,014 New
AT
674
Arden Trust
Delaware
$317K +$35.4K +2,485 +13%
EWA
675
EP Wealth Advisors
California
$317K -$253K -17,803 -66%
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