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Warner Bros
WBD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
726
Silverlake Wealth Management
Vermont
$120K -$8.39K -903 -7%
WAM
727
Walker Asset Management
Missouri
$118K -$4.21K -453 -4%
SAM
728
Smartleaf Asset Management
Massachusetts
$118K +$17.3K +1,865 +20%
KCM
729
Kempner Capital Management
Texas
$118K – – –
FPWM
730
FSB Premier Wealth Management
Iowa
$118K -$1.1K -118 -1%
EFS
731
Essex Financial Services
Connecticut
$118K -$12.4K -1,338 -11%
HI
732
Humankind Investments
New York
$116K -$19.1K -2,055 -16%
AFP
733
Ausdal Financial Partners
Iowa
$115K +$101K +10,903 New
SIA
734
SkyView Investment Advisors
New Jersey
$115K +$101K +10,895 New
FRA
735
Frank Rimerman Advisors
California
$114K +$2.76K +297 +3%
CWM
736
Congress Wealth Management
Massachusetts
$114K +$100K +10,815 New
IC
737
Iconiq Capital
California
$112K +$98.2K +10,563 New
NP
738
NorthRock Partners
Minnesota
$111K -$28.7K -3,085 -23%
SAG
739
SageView Advisory Group
California
$110K +$96.9K +10,426 New
VVP
740
Venture Visionary Partners
Ohio
$110K -$59.5K -6,403 -38%
LNWWM
741
Laird Norton Wetherby Wealth Management
California
$110K -$18.3K -1,966 -16%
RHAM
742
Round Hill Asset Management
California
$110K -$57.2K -6,154 -37%
JIC
743
Joel Isaacson & Co
New York
$110K +$96.3K +10,362 New
GVAG
744
Great Valley Advisor Group
Delaware
$109K -$37.5K -4,038 -28%
ACM
745
Argyle Capital Management
Pennsylvania
$108K -$11.2K -1,202 -11%
NJBEST
746
New Jersey Better Educational Savings Trust
New Jersey
$108K – – –
FFA
747
Farther Finance Advisors
California
$107K +$706 +76 +0.8%
FPW
748
Flywheel Private Wealth
California
$106K +$92.9K +10,000 New
DMBA
749
Deseret Mutual Benefit Administrators
Utah
$105K +$9.91K +1,066 +12%
EAM
750
Empirical Asset Management
Massachusetts
$104K +$825K +88,799 New
28 29
30
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