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WDAY

Name Holding Trade Value Shares
Change 		Change in
Stake
BPCE
651
Bank Pictet & Cie (Europe)
Germany
$429K +$23.9K +103 +5%
AP
652
Americana Partners
Texas
$428K +$465K +2,004 New
PI
653
PFG Investments
New York
$424K -$232 -1 -0.1%
GT
654
Greenleaf Trust
Michigan
$424K +$9.97K +43 +2%
EFM
655
E Fund Management
China
$420K +$96K +414 +27%
GC
656
Garde Capital
Washington
$417K – – –
MGIA
657
Moneta Group Investment Advisors
Missouri
$411K -$232 -1 -0.1%
CWA
658
Clarity Wealth Advisors
California
$409K -$8.12K -35 -2%
CCS
659
Concentric Capital Strategies
Connecticut
$406K -$454K -1,959 -51%
AWM
660
Avior Wealth Management
Nebraska
$405K – – –
PWM
661
Perigon Wealth Management
California
$399K -$5.33K -23 -1%
AP
662
Adero Partners
California
$399K +$232 +1 +0.1%
KPWS
663
Kestra Private Wealth Services
Texas
$399K +$126K +544 +41%
TBWA
664
Three Bridge Wealth Advisors
California
$398K – – –
ASN
665
Advisory Services Network
Georgia
$396K -$96K -414 -18%
FTDI
666
First Trust Direct Indexing
Massachusetts
$394K +$15.1K +65 +4%
BC
667
Bridgefront Capital
Texas
$393K +$424K +1,827 New
AIM
668
Aspen Investment Management
Michigan
$391K +$172K +742 +69%
BW
669
BIP Wealth
Georgia
$391K +$422K +1,818 New
ECM
670
Evergreen Capital Management
Washington
$385K – – –
CP
671
Covenant Partners
Tennessee
$384K – – –
PAI
672
Pittenger & Anderson Inc
Nebraska
$384K – – –
AFA
673
Abacus FCF Advisors
Florida
$382K +$412K +1,777 New
FIM
674
Fernwood Investment Management
Massachusetts
$377K – – –
BFM
675
Boothbay Fund Management
New York
$377K +$407K +1,754 New
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