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Western Digital
WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
676
Quest 10 Wealth Builders
Virginia
$1.31K +$1.46K +29 New
WA
677
Whipplewood Advisors
Colorado
$1.31K +$1.46K +29 New
TCA
678
Trifecta Capital Advisors
Illinois
$1.19K +$1.31K +26 New
ADL
679
Asset Dedication LLC
California
$1.13K +$1.26K +25 New
PCTC
680
Perkins Coie Trust Company
Washington
$1.13K – – –
NC
681
NewSquare Capital
Pennsylvania
$1.07K +$1.21K +24 New
PSFG
682
Park Square Financial Group
Georgia
$1.01K +$1.11K +22 New
NWM
683
Navigoe Wealth Management
California
$1K +$1.21K +24 New
CTC
684
Central Trust Company
Missouri
$835 +$955 +19 New
MWM
685
Mascoma Wealth Management
New Hampshire
$775 +$855 +17 New
HWP
686
Highline Wealth Partners
California
$656 +$754 +15 New
PWA
687
Principia Wealth Advisory
Texas
$656 +$754 +15 New
TFM
688
TFC Financial Management
Massachusetts
$597 – – –
BCH
689
Berkshire Capital Holdings
California
$596 – – –
GFPC
690
Global Financial Private Client
Florida
$596 +$653 +13 New
FMP
691
Financial Management Professionals
Texas
$537 – – –
NL
692
NVWM LLC
Pennsylvania
$537 – – –
RTC
693
Riverview Trust Company
Washington
$537 – – –
MAS
694
MPWM Advisory Solutions
Georgia
$477 +$553 +11 New
CWC
695
Carolinas Wealth Consulting
North Carolina
$418 +$101 +2 +29%
AGWCA
696
Annis Gardner Whiting Capital Advisors
Florida
$418 +$452 +9 New
CIA
697
Cape Investment Advisory
Georgia
$417 +$452 +9 New
PWM
698
Parkworth Wealth Management
California
$417 +$452 +9 New
BFPW
699
BOK Financial Private Wealth
Colorado
$358 +$402 +8 New
EAM
700
Erste Asset Management
Austria
$350 – – –
26 27
28
29 30