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Western Digital

Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Cetera Advisors
Colorado
$271K +$51.5K +953 +23%
CI
502
Conning Inc
Connecticut
$270K -$25.4K -469 -9%
SAM
503
SP Asset Management
California
$267K – – –
DAS
504
Dynamic Advisor Solutions
Arizona
$262K -$7.84K -145 -3%
JCIA
505
Jackson Creek Investment Advisors
Colorado
$261K +$262K +4,850 New
SIA
506
SkyView Investment Advisors
New Jersey
$257K – – –
CAM
507
Columbia Asset Management
Michigan
$256K -$10K -185 -4%
EF
508
Empirical Finance
Pennsylvania
$254K +$255K +4,724 New
RG
509
Renaissance Group
Kentucky
$253K -$63.2K -1,169 -20%
Carson Wealth (CWM LLC)
510
Carson Wealth (CWM LLC)
Nebraska
$249K – – –
PCA
511
Personal Capital Advisors
California
$245K +$246K +4,547 New
VDI
512
Vaughan David Investments
Illinois
$244K -$89.4K -1,654 -27%
BWG
513
Beta Wealth Group
California
$243K +$244K +4,518 New
VCG
514
Vantage Consulting Group
Virginia
$243K +$245K +4,523 New
IFWM
515
Institute for Wealth Management
Colorado
$241K +$5.41K +100 +2%
MWM
516
Mission Wealth Management
California
$239K -$3.35K -62 -1%
MP
517
McDonald Partners
Ohio
$234K – – –
QI
518
QS Investors
New York
$233K – – –
DILIC
519
Dai-ichi Life Insurance Company
Japan
$229K – – –
PFO
520
Pathstone Family Office
New Jersey
$224K +$226K +4,173 New
PP
521
Palladium Partners
Virginia
$223K -$13.3K -246 -6%
PWS
522
Precision Wealth Strategies
Missouri
$222K +$223K +4,121 New
IC
523
IEQ Capital
California
$221K +$222K +4,104 New
SIM
524
SSI Investment Management
California
$219K +$219K +4,054 New
TMAM
525
Tokio Marine Asset Management
Japan
$218K +$219K +4,050 New