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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
726
Private Trust Company
Ohio
$832 -$1.19K -25 -66%
BCM
727
Blume Capital Management
California
$832 +$619 +13 New
BHWM
728
Bay Harbor Wealth Management
Maryland
$831 +$428 +9 +225%
NEWAS
729
N.E.W. Advisory Services
Wisconsin
$769 +$571 +12 New
HIA
730
HFM Investment Advisors
New Jersey
$768 +$333 +7 +140%
BFS
731
Bare Financial Services
Pennsylvania
$768 +$571 +12 New
PPC
732
Park Place Capital
Alabama
$766 -$20.6K -433 -97%
CIA
733
Cape Investment Advisory
Georgia
$704 +$238 +5 +83%
RF
734
Rossby Financial
Florida
$704 +$524 +11 New
BCH
735
Berkshire Capital Holdings
California
$640 – – –
TFM
736
TFC Financial Management
Massachusetts
$640 – – –
FMP
737
Financial Management Professionals
Texas
$576 – – –
PWA
738
Principia Wealth Advisory
Texas
$512 +$238 +5 +167%
TIM
739
Total Investment Management
Arizona
$448 +$333 +7 New
DF
740
DecisionPoint Financial
Arizona
$447 +$333 +7 New
WA
741
WestEnd Advisors
North Carolina
$384 – – –
SWP
742
Strategic Wealth Partners
Ohio
$384 +$286 +6 New
GWSG
743
GPS Wealth Strategies Group
Colorado
$320 -$10.4K -219 -98%
BF
744
BOK Financial
Oklahoma
$256 -$1.57K -33 -89%
VWA
745
Valued Wealth Advisors
Utah
$256 – – –
FGA
746
Fortis Group Advisors
New Jersey
$192 – – –
TCOV
747
Trust Company of Vermont
Vermont
$128 -$2.57K -54 -96%
HWP
748
Highline Wealth Partners
California
$128 -$48 -1 -33%
LCM
749
Logan Capital Management
Pennsylvania
$28 – – –
SHCM
750
Sachem Head Capital Management
New York
– -$74.6M -1,845,000 Closed
28 29
30
31 32