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Western Digital
WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
776
Essex Financial Services
Connecticut
$208K +$142K +1,735 New
NWM
777
Northwest Wealth Management
Iowa
$208K +$142K +1,734 New
FCG
778
Fielder Capital Group
Tennessee
$204K +$139K +1,698 New
C
779
Covestor
United Kingdom
$203K -$98.9K -1,210 -42%
MA
780
Mutual Advisors
Nebraska
$203K +$132K +1,614 New
RCA
781
Resonant Capital Advisors
Wisconsin
$201K +$137K +1,676 New
RIL
782
Rothschild Investment LLC
Illinois
$197K +$90.6K +1,109 +207%
LSA
783
Leonteq Securities AG
Switzerland
$186K -$122K -1,492 -49%
IA
784
IFP Advisors
Florida
$185K -$1.66M -20,283 -93%
WTC
785
WhitTier Trust Company
Nevada
$170K – – –
GRP
786
Global Retirement Partners
California
$169K +$75.8K +928 +195%
FCMT
787
Founders Capital Management (Texas)
Texas
$162K – – –
AA
788
Addison Advisors
Vermont
$154K +$6.95K +85 +7%
WB
789
Webster Bank
Connecticut
$144K – – –
CH
790
Cromwell Holdings
Wyoming
$136K – – –
ACM
791
Aster Capital Management
United Arab Emirates
$134K +$91.1K +1,115 New
RFP
792
Root Financial Partners
California
$127K +$86.2K +1,055 New
CFO
793
CVA Family Office
Colorado
$109K – – –
DMBA
794
Deseret Mutual Benefit Administrators
Utah
$105K -$11.7K -143 -14%
BTI
795
Blue Trust Inc
Georgia
$104K +$37.8K +462 +115%
CAM
796
Capco Asset Management
Florida
$103K -$31.9K -390 -31%
PWAM
797
Private Wealth Asset Management
Iowa
$103K – – –
TFIPS
798
Towarzystwo Funduszy Inwestycyjnych PZU SA
$103K – – –
OL
799
OneFund LLC
Florida
$99.5K +$2.45K +30 +4%
CFP
800
Comprehensive Financial Planning
Pennsylvania
$96.1K +$65.5K +801 New
30 31
32
33 34