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Walker & Dunlop

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
251
Winch Advisory Services
Wisconsin
$10K -$1.1K -8 -10%
GIA
252
GHP Investment Advisors
Colorado
$10K +$10.3K +75 New
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$8K – – –
VRM
254
Vectors Research Management
New York
$7K – – –
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$6K +$961 +7 +16%
S
256
SignatureFD
Georgia
$6K +$5.76K +42 +840%
MCM
257
Manchester Capital Management
Vermont
$5K – – –
T
258
TCWP
Ohio
$5K +$5.63K +41 New
GEA
259
Glen Eagle Advisors
New Jersey
$4.29K – – –
ST
260
Sageworth Trust
Pennsylvania
$4K – – –
BFC
261
Bedel Financial Consulting
Indiana
$3K – – –
National Bank of Canada
262
National Bank of Canada
Quebec, Canada
$3K – – –
TFO
263
Tarbox Family Office
California
$3K – – –
JWA
264
JFS Wealth Advisors
Pennsylvania
$3K +$1.65K +12 +100%
CA
265
Clearstead Advisors
Ohio
$2K – – –
SWM
266
Sugarloaf Wealth Management
Georgia
$2K – – –
PA
267
Parallel Advisors
California
$2K +$549 +4 +27%
GRP
268
Global Retirement Partners
California
$2K +$2.2K +16 New
CI
269
Cordant Inc
Oregon
$2K +$2.47K +18 New
FPS
270
Fieldpoint Private Securities
Connecticut
$1K – – –
KTC
271
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
MTIC
272
Missouri Trust & Investment Company
Missouri
$1K – – –
SC
273
Schubert & Co
Texas
$1K +$137 +1 +13%
DI
274
Disciplined Investments
Oklahoma
$1K +$1.24K +9 New
GLA
275
Great Lakes Advisors
Illinois
– -$12.3M -81,625 Closed