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Western Digital

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
701
Pinnacle Wealth Planning Services
Ohio
$567K +$27.6K +182 +6%
PCS
702
Personal CFO Solutions
New Jersey
$564K +$50.6K +334 +11%
BFS
703
BridgePort Financial Solutions
Iowa
$560K +$493K +3,250 New
WFM
704
Wolff Financial Management
Michigan
$556K
PIA
705
Perennial Investment Advisors
California
$545K +$24.6K +162 +5%
IA
706
IFP Advisors
Florida
$545K +$246K +1,623 +106%
RBFC
707
Roman Butler Fullerton & Co
Missouri
$537K +$334K +2,206 New
WAM
708
Weatherly Asset Management
California
$535K +$4.55K +30 +1%
TSS
709
Two Sigma Securities
New York
$532K +$468K +3,089 New
PWM
710
Pines Wealth Management
North Carolina
$528K -$76.6K -505 -14%
HFS
711
Hantz Financial Services
Michigan
$527K +$62.8K +414 +16%
SWM
712
Spire Wealth Management
Virginia
$525K +$151K +997 +49%
AAM
713
Advisors Asset Management
Colorado
$522K +$121K +799 +36%
PA
714
Pinnacle Associates
New York
$521K +$459K +3,025 New
ALAM
715
Asahi Life Asset Management
Japan
$520K +$457K +3,016 New
TCA
716
Transcend Capital Advisors
New Jersey
$519K +$16.5K +109 +4%
EP
717
Essential Partners
California
$514K +$146K +960 +48%
BBHC
718
Brown Brothers Harriman & Co
New York
$513K +$187K +1,232 +71%
FIA
719
Foundations Investment Advisors
Arizona
$513K +$451K +2,975 New
FA
720
FDx Advisors
Illinois
$511K -$79.6K -525 -15%
FIC
721
Family Investment Center
Missouri
$506K +$22.6K +149 +5%
AAS
722
Ameritas Advisory Services
Nebraska
$505K +$429K +2,832 +2,832%
MOS
723
MGO One Seven
Ohio
$503K +$83.4K +550 +23%
WANY
724
Wealthspire Advisors (New York)
New York
$502K +$376K +2,480 +573%
Capstone Investment Advisors
725
Capstone Investment Advisors
New York
$500K +$440K +2,902 New