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Western Digital
WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
Ariadne Wealth Management
California
$567K +$86.6K +571 +40%
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$567K +$27.6K +182 +6%
PCS
703
Personal CFO Solutions
New Jersey
$564K +$50.6K +334 +11%
BFS
704
BridgePort Financial Solutions
Iowa
$560K +$493K +3,250 New
WFM
705
Wolff Financial Management
Michigan
$556K – – –
PIA
706
Perennial Investment Advisors
California
$545K +$24.6K +162 +5%
IA
707
IFP Advisors
Florida
$545K +$246K +1,623 +106%
RBFC
708
Roman Butler Fullerton & Co
Missouri
$537K +$334K +2,206 New
WAM
709
Weatherly Asset Management
California
$535K +$4.55K +30 +1%
TSS
710
Two Sigma Securities
New York
$532K +$468K +3,089 New
PWM
711
Pines Wealth Management
North Carolina
$528K -$76.6K -505 -14%
HFS
712
Hantz Financial Services
Michigan
$527K +$62.8K +414 +16%
SWM
713
Spire Wealth Management
Virginia
$525K +$151K +997 +49%
AAM
714
Advisors Asset Management
Colorado
$522K +$121K +799 +36%
PA
715
Pinnacle Associates
New York
$521K +$459K +3,025 New
ALAM
716
Asahi Life Asset Management
Japan
$520K +$457K +3,016 New
TCA
717
Transcend Capital Advisors
New Jersey
$519K +$16.5K +109 +4%
EP
718
Essential Partners
California
$514K +$146K +960 +48%
BBHC
719
Brown Brothers Harriman & Co
New York
$513K +$187K +1,232 +71%
FIA
720
Foundations Investment Advisors
Arizona
$513K +$451K +2,975 New
FA
721
FDx Advisors
Illinois
$511K -$79.6K -525 -15%
FIC
722
Family Investment Center
Missouri
$506K +$22.6K +149 +5%
AAS
723
Ameritas Advisory Services
Nebraska
$505K +$429K +2,832 +2,832%
MOS
724
MGO One Seven
Ohio
$503K +$83.4K +550 +23%
WANY
725
Wealthspire Advisors (New York)
New York
$502K +$376K +2,480 +573%
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30 31