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WESCO International
WCC

Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
626
Action Point Financial Planning
Michigan
$13.1K +$14.3K +42 New
TM
627
Torren Management
California
$12.8K – – –
LSA
628
Leonteq Securities AG
Switzerland
$11.1K -$5.43K -16 -33%
DWM
629
Dogwood Wealth Management
Kansas
$11.1K – – –
CT
630
Colonial Trust
South Carolina
$10.7K -$2.38K -7 -18%
SS
631
SBI Securities
Japan
$10.7K +$339 +1 +3%
SIM
632
Synergy Investment Management
Florida
$10.5K +$11.5K +34 New
MAM
633
Meeder Asset Management
Ohio
$10K +$679 +2 +7%
MI
634
Markowski Investments
Florida
$10K +$9.84K +29 New
FGP
635
Freestone Grove Partners
California
$9.67K -$40.5M -119,372 -100%
BFS
636
Bare Financial Services
Pennsylvania
$9.67K +$7.13K +21 +300%
MWA
637
Medallion Wealth Advisors
Connecticut
$9.33K – – –
FFA
638
Frazier Financial Advisors
Ohio
$8.98K – – –
ZBNA
639
Zions Bancorporation, National Association
Utah
$8.98K +$1.02K +3 +13%
VWA
640
Valued Wealth Advisors
Utah
$8.68K +$679 +2 +9%
HFS
641
Horizon Financial Services
North Carolina
$8.64K – – –
HNW
642
High Note Wealth
Minnesota
$7.95K – – –
PGAM
643
Princeton Global Asset Management
New Jersey
$7.08K +$1.7K +5 +33%
RWM
644
Rialto Wealth Management
New York
$6.91K +$339 +1 +5%
HWA
645
HHM Wealth Advisors
Tennessee
$6.56K – – –
CT
646
Clearstead Trust
Maine
$5.87K – – –
IAS
647
IMA Advisory Services
Colorado
$5.87K +$2.04K +6 +55%
CCMI
648
Creative Capital Management Investments
California
$5.87K +$5.77K +17 New
MHR
649
Matthew Hamilton Rosenberg
$5.87K +$5.77K +17 New
CPG
650
Cornerstone Planning Group
New Jersey
$5.72K -$30.5K -90 -84%
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