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Western Digital

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
476
Greenhouse Wealth Management
Connecticut
$116K +$92.2K +2,778 New
DWM
477
Defined Wealth Management
Oregon
$100K +$79K +2,381 New
NFG
478
Next Financial Group
Texas
$99K -$48.3K -1,455 -38%
WB
479
Webster Bank
Connecticut
$83K – – –
WWM
480
Wolff Wiese Magana
California
$83K +$65.9K +1,986 New
Fifth Third Bancorp
481
Fifth Third Bancorp
Ohio
$80K +$2.29K +69 +4%
CFGS
482
Concourse Financial Group Securities
Alabama
$78K -$5.58K -168 -8%
SPIA
483
Steward Partners Investment Advisory
New York
$77K +$29.2K +881 +93%
IA
484
IFP Advisors
Florida
$75K – – –
HCP
485
Hexagon Capital Partners
Arkansas
$72K +$4.38K +132 +8%
IFAM
486
Institutional & Family Asset Management
Colorado
$67K – – –
SIM
487
Sonora Investment Management
Arizona
$65K – – –
PHK
488
Point72 Hong Kong
Hong Kong
$65K +$51.9K +1,564 New
TIAM2
489
Tru Independence Asset Management 2
Oregon
$64K +$50.5K +1,521 New
LFG
490
Larson Financial Group
Missouri
$63K -$7.47K -225 -13%
PWM
491
Perigon Wealth Management
California
$62K +$49K +1,475 New
CG
492
Cutler Group
California
$60K +$48.3K +1,455 New
WLPWM
493
Walled Lake Planning & Wealth Management
Illinois
$57K – – –
PFO
494
Pathstone Family Office
New Jersey
$56K +$34.1K +1,026 +335%
RPWA
495
Regent Peak Wealth Advisors
Georgia
$48K +$38.4K +1,158 New
GRP
496
Global Retirement Partners
California
$46K -$51.1K -1,539 -58%
PCIA
497
Prime Capital Investment Advisors
Kansas
$45K -$2.29M -69,062 -98%
IRC
498
Investors Research Corp
Georgia
$42K – – –
CIA
499
CSat Investment Advisory
Michigan
$41K -$55K -1,658 -63%
T
500
TOBAM
France
$41K +$32.2K +970 New