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WDAY

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
601
Tarbox Family Office
California
$87K – – –
LOIM
602
Liberty One Investment Management
Illinois
$87K +$34K +172 +74%
NICM
603
Neo Ivy Capital Management
New York
$67K +$61.9K +313 New
CAL
604
Capital Analysts LLC
Pennsylvania
$66K – – –
BDWM
605
Brewin Dolphin Wealth Management
Ireland
$64.5K – – –
IA
606
IFP Advisors
Florida
$62K +$198 +1 +0.3%
GRP
607
Global Retirement Partners
California
$60K -$2.77K -14 -5%
FP
608
Financial Perspectives
Minnesota
$59.6K – – –
FHA
609
First Horizon Advisors
Tennessee
$58K +$40.6K +205 +311%
LWA
610
Lenox Wealth Advisors
New York
$57K -$24.7K -125 -32%
CWC
611
Carolinas Wealth Consulting
North Carolina
$56K +$49.7K +251 +2,282%
VFA
612
Valeo Financial Advisors
Indiana
$54K +$2.37K +12 +5%
BFEC
613
Benjamin F. Edwards & Company
Missouri
$52K -$31.1K -157 -39%
ETC
614
Exchange Traded Concepts
Oklahoma
$51K +$28.5K +144 +153%
RE
615
RBC Europe
United Kingdom
$49.5K +$8.9K +45 +24%
KTC
616
Kistler-Tiffany Companies
Pennsylvania
$46K – – –
IRAG
617
Investment Research & Advisory Group
Georgia
$45K – – –
NSIM
618
North Star Investment Management
Illinois
$43K – – –
SSB
619
Sandy Spring Bank
Maryland
$43K – – –
CPW
620
Catalyst Private Wealth
California
$43K +$39.6K +200 New
PFO
621
Pathstone Family Office
New Jersey
$43K +$39.6K +200 New
PS
622
Planned Solutions
California
$43K +$39.6K +200 New
SIAS
623
Shine Investment Advisory Services
Colorado
$41K – – –
CFA
624
Carroll Financial Associates
North Carolina
$40K – – –
WOC
625
West Oak Capital
California
$39K – – –
23 24
25
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