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Western Digital
WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
701
Defined Wealth Management
Oregon
– -$100K -2,381 Closed
TIAM2
702
Tru Independence Asset Management 2
Oregon
– -$64K -1,521 Closed
PWM
703
Perigon Wealth Management
California
– -$62K -1,475 Closed
CG
704
Cutler Group
California
– -$68K -1,455 Closed
PFO
705
Pathstone Family Office
New Jersey
– -$56K -1,332 Closed
RPWA
706
Regent Peak Wealth Advisors
Georgia
– -$48K -1,158 Closed
CDIA
707
Capital Directions Investment Advisors
Georgia
– -$39K -926 Closed
TPWA
708
TRUE Private Wealth Advisors
Oregon
– -$34K -818 Closed
JCM
709
Jacobi Capital Management
Pennsylvania
– -$34K -807 Closed
CAAS
710
Capital Asset Advisory Services
Michigan
– -$30K -726 Closed
CCA
711
Childress Capital Advisors
Texas
– -$29K -685 Closed
FTDI
712
First Trust Direct Indexing
Massachusetts
– -$27K -635 Closed
SSB
713
Sandy Spring Bank
Maryland
– -$22K -529 Closed
PCM
714
Peregrine Capital Management
Minnesota
– -$16K -370 Closed
AF
715
Advisornet Financial
Minnesota
– -$16.7K -357 -98%
RWA
716
Ropes Wealth Advisors
Massachusetts
– -$11K -265 Closed
FCH
717
Freestone Capital Holdings
Washington
– -$8.53K -204 Closed
KCM
718
Kathmere Capital Management
Pennsylvania
– -$8K -198 Closed
SQA
719
Simon Quick Advisors
New Jersey
– -$5K -130 Closed
CWA
720
Clearview Wealth Advisors
Oregon
– -$5K -120 Closed
PWPS
721
Pinnacle Wealth Planning Services
Ohio
– -$5K -116 Closed
IA
722
Inspire Advisors
Idaho
– -$4K -103 Closed
ICP
723
Interchange Capital Partners
Pennsylvania
– -$3K -83 Closed
EA
724
Elm Advisors
California
– -$3K -61 Closed
AIM
725
Anchor Investment Management
South Carolina
– -$1.94K -46 Closed
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