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Warner Bros
WBD

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
726
Joel Isaacson & Co
New York
$321K +$16.4K +608 +5%
RWM
727
Ritholtz Wealth Management
New York
$321K -$125K -4,605 -28%
CA
728
Commerzbank Aktiengesellschaft
Germany
$319K -$18K -665 -5%
AW
729
Alteri Wealth
California
$318K +$323K +11,944 New
EW
730
Elyxium Wealth
California
$315K +$320K +11,815 New
HW
731
Hancock Whitney
Mississippi
$313K – – –
IC
732
Inscription Capital
Texas
$308K +$16K +592 +5%
MC
733
Moors & Cabot
Massachusetts
$305K -$56.6K -2,093 -15%
SW
734
Simplicity Wealth
New Jersey
$305K +$44K +1,625 +17%
TPCW
735
TD Private Client Wealth
New York
$305K +$5.92K +219 +2%
PP
736
PDS Planning
Ohio
$303K +$21.9K +808 +8%
PCA
737
Pallas Capital Advisors
Massachusetts
$302K +$306K +11,323 New
IA
738
IFG Advisory
Georgia
$302K +$304K +11,238 +15,608%
AWM
739
Angeles Wealth Management
California
$301K -$757 -28 -0.2%
MYIA
740
Mount Yale Investment Advisors
Colorado
$299K -$13.9K -512 -4%
WB
741
WesBanco Bank
West Virginia
$299K -$19.3K -712 -6%
AFM
742
Armstrong Fleming & Moore
District of Columbia
$298K – – –
SA
743
Sovran Advisors
California
$296K +$67.4K +2,492 +27%
SAI
744
Savvy Advisors Inc
New York
$293K +$22.2K +822 +8%
IWM
745
IHT Wealth Management
Illinois
$292K -$130K -4,806 -30%
EPW
746
Evolve Private Wealth
California
$291K +$296K +10,930 New
MWM
747
Modera Wealth Management
New Jersey
$291K -$48.2K -1,782 -14%
RSWM
748
Robertson Stephens Wealth Management
California
$291K -$4K -148 -1%
CA
749
COFG Advisors
Illinois
$291K +$14.5K +537 +5%
AC
750
Armistice Capital
New York
$287K +$291K +10,767 New
28 29
30
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