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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
526
SkyView Investment Advisors
New Jersey
$18K +$14.6K +441 New
CI
527
CX Institutional
Indiana
$17K -$19K -571 -58%
COCM
528
Charter Oak Capital Management
New Hampshire
$17K +$13.2K +397 New
ACA
529
Atlas Capital Advisors
Wyoming
$16.6K +$13.1K +396 New
HIA
530
Harbor Investment Advisory
Maryland
$16K -$1.2K -36 -9%
BAM
531
Bellevue Asset Management
Washington
$16K – – –
ME
532
McIlrath & Eck
Washington
$16K – – –
SNT
533
Security National Trust
West Virginia
$16K – – –
PCM
534
Peregrine Capital Management
Minnesota
$16K +$2.62K +79 +27%
SWM
535
Sugarloaf Wealth Management
Georgia
$15K – – –
CWC
536
Carolinas Wealth Consulting
North Carolina
$15K +$4.75K +143 +69%
AF
537
Advisornet Financial
Minnesota
$15K +$11.9K +357 +3,967%
MAM
538
Meeder Asset Management
Ohio
$14K -$2.26K -68 -17%
AF
539
Allworth Financial
California
$14K – – –
ZB
540
Zions Bancorporation
Utah
$13K -$1.16K -35 -10%
PB
541
Pinnacle Bancorp
Nebraska
$13K – – –
PWMG
542
Prestige Wealth Management Group
New Jersey
$13K +$299 +9 +3%
QCG
543
Quadrant Capital Group
Ohio
$13K +$4.55K +137 +82%
SN
544
Sittner & Nelson
Oregon
$13K +$10.5K +315 New
TPCW
545
TD Private Client Wealth
New York
$12.7K -$2.32K -70 -19%
RWA
546
Ropes Wealth Advisors
Massachusetts
$11K -$13.2K -397 -60%
IF
547
Ironwood Financial
Arizona
$11K – – –
MRCM
548
M&R Capital Management
New Jersey
$11K – – –
PFBT
549
Parkside Financial Bank & Trust
Missouri
$11K +$2.09K +63 +32%
SFS
550
Sowell Financial Services
Arkansas
$11K +$5.88K +177 +239%
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