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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
826
Huntington National Bank
Ohio
$1.88M +$7.78K +16 +0.5%
PPW
827
Parcion Private Wealth
Washington
$1.88M +$234K +482 +20%
KNW
828
Kesler Norman & Wride
Utah
$1.88M +$455K +935 +47%
IA
829
IFP Advisors
Florida
$1.84M -$297K -610 -17%
PCP
830
Proficio Capital Partners
Massachusetts
$1.84M +$1.4M +2,874 New
DP
831
Dearborn Partners
Illinois
$1.83M -$170K -350 -11%
JTWM
832
Jackson Thornton Wealth Management
Alabama
$1.81M -$274K -564 -17%
PCS
833
Personal CFO Solutions
New Jersey
$1.8M -$994K -2,045 -42%
GCP
834
GSA Capital Partners
United Kingdom
$1.79M -$143K -295 -9%
PWPS
835
Pinnacle Wealth Planning Services
Ohio
$1.78M -$199K -409 -13%
KWA
836
Kingswood Wealth Advisors
California
$1.78M -$2.87M -5,897 -68%
A
837
Allianz
Germany
$1.78M +$845K +1,737 +165%
QI
838
Qtron Investments
Massachusetts
$1.77M +$1.35M +2,778 New
AA
839
Ancora Advisors
Ohio
$1.77M -$4.86K -10 -0.4%
CPC
840
CFC Planning Company
Indiana
$1.77M +$891K +1,832 +196%
GM
841
GeoWealth Management
Illinois
$1.76M -$1.41M -2,908 -51%
TCWA
842
Turtle Creek Wealth Advisors
Texas
$1.76M +$194K +400 +17%
EH
843
Equitable Holdings
New York
$1.74M +$901K +1,854 +214%
SAM
844
Synergy Asset Management
Washington
$1.73M +$1.31M +2,702 New
EWA
845
Exit Wealth Advisors
Georgia
$1.71M -$94.3K -194 -7%
LI
846
LMCG Investments
Massachusetts
$1.71M -$240K -494 -16%
OC
847
Opal Capital
Florida
$1.7M +$221K +455 +21%
WFM
848
Wolff Financial Management
Michigan
$1.7M -$277K -570 -18%
TSS
849
Two Sigma Securities
New York
$1.69M -$137K -281 -10%
QWM
850
Quadcap Wealth Management
Texas
$1.68M -$431K -887 -25%
32 33
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