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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
FTWA
751
Fifth Third Wealth Advisors
Ohio
$451K -$16.1K -106 -4%
SL
752
Sentinus LLC
Illinois
$447K +$393K +2,594 New
SWP
753
Stratos Wealth Partners
Ohio
$447K -$199K -1,311 -34%
MGIA
754
Moneta Group Investment Advisors
Missouri
$446K -$36.1K -238 -8%
SIAG
755
Safeguard Investment Advisory Group
California
$445K -$332K -2,190 -46%
KFS
756
Kaizen Financial Strategies
California
$444K +$758 +5 +0.2%
MYLI
757
Meiji Yasuda Life Insurance
Japan
$443K +$390K +2,570 New
BFG
758
Berger Financial Group
Minnesota
$437K +$385K +2,539 New
PP
759
PDS Planning
Ohio
$433K +$51.9K +342 +16%
TC
760
Truvestments Capital
Florida
$433K +$152 +1 +0%
FISPB
761
Fideuram - Intesa Sanpaolo Private Banking
$433K +$381K +2,515 New
DP
762
Dearborn Partners
Illinois
$432K +$380K +2,508 New
AWM
763
Arista Wealth Management
Nevada
$432K -$75.8K -500 -17%
CI
764
Corient IA
Florida
$431K – – –
NWM
765
Northwest Wealth Management
Iowa
$428K +$113K +748 +43%
CAM
766
Cresset Asset Management
Illinois
$427K -$241K -1,591 -39%
IAS
767
Insigneo Advisory Services
Florida
$427K +$376K +2,479 New
QFW
768
QTR Family Wealth
Florida
$427K +$246K +1,625 New
FRM
769
Fox Run Management
Connecticut
$423K -$691K -4,560 -65%
GIA
770
Gladstone Institutional Advisory
Florida
$422K -$160K -1,053 -30%
MVF
771
Markin Volterra Fund
New York
$420K +$370K +2,440 New
KRW
772
Kaufman Rossin Wealth
Florida
$419K – – –
YCG
773
Yeomans Consulting Group
Georgia
$419K -$188K -1,237 -34%
AU
774
AlphaGrep UK
$418K +$368K +2,425 New
BPA
775
Beacon Pointe Advisors
California
$412K +$48.5K +320 +15%
29 30
31
32 33