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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
701
Inscription Capital
Texas
$1.11M -$284K -1,089 -21%
AC
702
AlphaCore Capital
California
$1.1M -$333K -1,274 -24%
JSSH
703
J. Safra Sarasin Holding
$1.09M -$282K -1,081 -21%
B
704
Bailard
California
$1.09M +$1.05M +4,040 New
HCM
705
Howard Capital Management
Georgia
$1.09M -$1.46M -5,597 -58%
SWA
706
SFMG Wealth Advisors
Texas
$1.09M -$67.1K -257 -6%
SWP
707
Sagespring Wealth Partners
Tennessee
$1.09M +$145K +554 +16%
CM
708
Caption Management
Oklahoma
$1.08M -$25.6M -98,200 -96%
P8IP
709
Pier 88 Investment Partners
California
$1.08M -$214K -820 -17%
FF
710
Friedenthal Financial
New Jersey
$1.08M +$1.04M +3,998 New
FGA
711
Fortis Group Advisors
New Jersey
$1.08M -$2.06M -7,892 -76%
RIM
712
Redwood Investment Management
Arizona
$1.08M +$1.04M +3,989 New
SAI
713
Savvy Advisors Inc
New York
$1.07M +$138K +527 +15%
NWWA
714
New Wave Wealth Advisors
Arkansas
$1.07M -$392K -1,501 -28%
WPW
715
Waldron Private Wealth
Pennsylvania
$1.06M -$145K -556 -12%
PFA
716
Pure Financial Advisors
California
$1.05M +$24.5K +94 +2%
PA
717
Pinnacle Associates
New York
$1.04M +$216K +829 +27%
TAM
718
Trust Asset Management
Texas
$1.03M – – –
OFS
719
OneAscent Financial Services
Alabama
$1.03M +$995K +3,811 New
KCP
720
Kera Capital Partners
California
$1.03M -$21.1K -81 -2%
MAM
721
Milestone Asset Management
Pennsylvania
$1.03M -$3.43M -13,152 -78%
BWM
722
Braeburn Wealth Management
Michigan
$1.01M +$978K +3,746 New
CIC
723
Carnegie Investment Counsel
Ohio
$998K -$95.8K -367 -9%
TAM
724
Tocqueville Asset Management
New York
$985K +$17.8K +68 +2%
HFS
725
Hantz Financial Services
Michigan
$985K +$152K +582 +19%
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