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WDAY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
601
Clarity Wealth Advisors
California
$440K -$75.7K -416 -16%
BPCE
602
Bank Pictet & Cie (Europe)
Germany
$434K +$44.4K +244 +13%
FRA
603
Frank Rimerman Advisors
California
$431K +$380K +2,089 New
EAM
604
Evanson Asset Management
California
$430K – – –
ECM
605
Evergreen Capital Management
Washington
$422K -$4.18K -23 -1%
PCS
606
Personal CFO Solutions
New Jersey
$421K +$37.3K +205 +11%
HFM
607
Harvest Fund Management
China
$420K +$45.7K +251 +14%
HPC
608
HM Payson & Co
Maine
$418K -$187K -1,027 -34%
PAI
609
Pittenger & Anderson Inc
Nebraska
$418K – – –
GT
610
Greenleaf Trust
Michigan
$408K +$87.2K +479 +32%
FIM
611
Fernwood Investment Management
Massachusetts
$404K -$40.9K -225 -10%
GC
612
Garde Capital
Washington
$401K -$222K -1,219 -39%
AT
613
Arden Trust
Delaware
$398K +$88.4K +486 +34%
ASN
614
Advisory Services Network
Georgia
$397K +$271K +1,489 +345%
EWA
615
EP Wealth Advisors
California
$389K -$78.6K -432 -15%
AWM
616
Avior Wealth Management
Nebraska
$389K – – –
CG
617
Cutler Group
California
$385K -$392K -2,153 -54%
AP
618
Adero Partners
California
$383K +$182 +1 +0.1%
SFA
619
Sequoia Financial Advisors
Ohio
$383K +$8.91K +49 +3%
TBWA
620
Three Bridge Wealth Advisors
California
$383K – – –
MAM
621
Morse Asset Management
Connecticut
$379K +$334K +1,835 New
EFM
622
E Fund Management
China
$375K -$18.6K -102 -5%
PWM
623
Perigon Wealth Management
California
$371K +$20K +110 +7%
CP
624
Covenant Partners
Tennessee
$369K -$54.8K -301 -14%
GC
625
Gilbert & Cook
Iowa
$365K +$322K +1,768 New
23 24
25
26 27