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Walker & Dunlop
WD

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
251
Sterling Capital Management
North Carolina
$6.25K +$5.76K +55 New
MTIC
252
Missouri Trust & Investment Company
Missouri
$3.98K – – –
PFBT
253
Parkside Financial Bank & Trust
Missouri
$3.75K -$43.5K -416 -93%
GRP
254
Global Retirement Partners
California
$3.41K -$2.51K -24 -44%
RIL
255
Rothschild Investment LLC
Illinois
$3.41K +$1.57K +15 +100%
GWM
256
Geneos Wealth Management
Colorado
$2.84K – – –
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$2.61K – – –
JWA
258
JFS Wealth Advisors
Pennsylvania
$2.16K +$105 +1 +6%
PS
259
Principal Securities
Iowa
$2.04K +$523 +5 +38%
BCMLT
260
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.04K +$1.88K +18 New
CA
261
Clearstead Advisors
Ohio
$1.88K +$105 +1 +6%
AWM
262
Abound Wealth Management
Tennessee
$1.82K – – –
AF
263
Aviso Financial
Ontario, Canada
$1.7K – – –
HCP
264
Hexagon Capital Partners
Arkansas
$1.59K -$105 -1 -7%
CPA
265
Capital Performance Advisors
California
$1.25K +$1.15K +11 New
PWMG
266
Private Wealth Management Group
New Jersey
$909 – – –
MCM
267
Manchester Capital Management
Vermont
$796 – – –
SIC
268
SJS Investment Consulting
Ohio
$796 +$105 +1 +17%
BIA
269
Bell Investment Advisors
California
$682 – – –
DPW
270
DiNuzzo Private Wealth
Pennsylvania
$682 – – –
LFG
271
Larson Financial Group
Missouri
$568 – – –
CA
272
Claris Advisors
Missouri
$341 +$314 +3 New
TFM
273
TFC Financial Management
Massachusetts
$114 – – –
MFG
274
Mendota Financial Group
Wisconsin
$114 +$105 +1 New
IC
275
Impactive Capital
New York
– -$142M -1,450,348 Closed
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