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WDAY

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
726
Scotia Capital
Ontario, Canada
$423K +$20.8K +90 +5%
ACM
727
Advisors Capital Management
New Jersey
$422K -$18.7K -81 -4%
EP
728
Essential Planning
New Hampshire
$421K – – –
OWCM
729
One Wealth Capital Management
Arizona
$421K -$243K -1,052 -38%
PP
730
PDS Planning
Ohio
$417K +$12K +52 +3%
CNBT
731
Canandaigua National Bank & Trust
New York
$417K -$279K -1,208 -41%
WPC
732
Wedmont Private Capital
Pennsylvania
$411K -$44.6K -193 -10%
TC
733
TownSquare Capital
Utah
$410K -$3.19M -13,798 -89%
LFG
734
Larson Financial Group
Missouri
$409K +$251K +1,085 +176%
RWPA
735
Richard W. Paul & Associates
Michigan
$407K +$48.6K +210 +14%
AFC
736
AFT Forsyth & Company
Florida
$407K -$31.2K -135 -7%
GSEP
737
Golden State Equity Partners
California
$406K -$171K -740 -31%
EFG
738
Everhart Financial Group
Ohio
$406K -$14.8K -64 -4%
CFO
739
Callan Family Office
Pennsylvania
$404K -$26.8K -116 -6%
CTC
740
Central Trust Company
Missouri
$403K -$600K -2,593 -61%
MC
741
Moors & Cabot
Massachusetts
$402K +$57.8K +250 +18%
FNT
742
First National Trust
Pennsylvania
$401K +$35.6K +154 +10%
CI
743
CX Institutional
Indiana
$400K +$384K +1,660 New
CCI
744
Credit Capital Investments
New Jersey
$397K +$382K +1,650 New
IFWM
745
Institute for Wealth Management
Colorado
$395K +$36.5K +158 +11%
AWM
746
Avior Wealth Management
Nebraska
$395K -$1.62K -7 -0.4%
CWA
747
Clarity Wealth Advisors
California
$395K -$25.2K -109 -6%
SF
748
Synovus Financial
Georgia
$393K -$9.25K -40 -2%
GAM
749
Gemmer Asset Management
California
$392K -$11.6K -50 -3%
HNB
750
Huntington National Bank
Ohio
$390K +$37K +160 +11%
28 29
30
31 32