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WCC

WESCO International
WCC

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
501
Princeton Global Asset Management
New Jersey
$2.77K – – –
DPW
502
DiNuzzo Private Wealth
Pennsylvania
$2.53K – – –
GWM
503
Geneos Wealth Management
Colorado
$2.35K +$945 +5 +63%
VWA
504
Valued Wealth Advisors
Utah
$2.19K – – –
SIC
505
SJS Investment Consulting
Ohio
$2.17K -$945 -5 -29%
RIL
506
Rothschild Investment LLC
Illinois
$2.17K – – –
WA
507
Whipplewood Advisors
Colorado
$2.17K +$2.27K +12 New
FGC
508
Financial Gravity Companies
Texas
$1.99K -$567 -3 -21%
CT
509
Colonial Trust
South Carolina
$1.99K +$2.08K +11 New
HNW
510
High Note Wealth
Minnesota
$1.99K +$2.08K +11 New
FHA
511
First Horizon Advisors
Tennessee
$1.99K -$10K -53 -83%
PWA
512
Provenance Wealth Advisors
Florida
$1.81K – – –
IMC
513
Investment Management Corporation
Virginia
$1.28K +$1.32K +7 New
RCM
514
Raleigh Capital Management
North Carolina
$1.27K – – –
HWA
515
HHM Wealth Advisors
Tennessee
$905 +$945 +5 New
GFPC
516
Global Financial Private Client
Florida
$724 +$756 +4 New
LFG
517
Larson Financial Group
Missouri
$724 +$756 +4 New
S
518
Sachetta
Massachusetts
$543 – – –
MCM
519
MV Capital Management
Maryland
$543 +$189 +1 +50%
CSWM
520
Cassady Schiller Wealth Management
Ohio
$543 +$567 +3 New
LFA
521
Legend Financial Advisors
Pennsylvania
$543 +$567 +3 New
MAS
522
MPWM Advisory Solutions
Georgia
$362 +$378 +2 New
NC
523
NewSquare Capital
Pennsylvania
$362 +$378 +2 New
PWM
524
Parkworth Wealth Management
California
$362 +$378 +2 New
WCM
525
WealthTrak Capital Management
Virginia
$362 +$378 +2 New
19 20
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