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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
926
Icon Wealth Advisors
Texas
$218K +$192K +1,264 New
A
927
Argentarii
Ohio
$217K +$191K +1,258 New
FSWA
928
Financial Synergies Wealth Advisors
Texas
$216K +$190K +1,254 New
RZH
929
Relyea Zuckerberg Hanson
Connecticut
$216K +$190K +1,251 New
EWA
930
Emergent Wealth Advisors
New York
$215K -$75.8K -500 -29%
FCMT
931
Founders Capital Management (Texas)
Texas
$215K -$15.2K -100 -7%
CSPIA
932
Cary Street Partners Investment Advisory
Virginia
$214K +$188K +1,242 New
GSWM
933
Golden State Wealth Management
California
$214K -$1.46M -9,599 -89%
IIM
934
Ironwood Investment Management
Massachusetts
$214K +$188K +1,240 New
RIG
935
Ramiah Investment Group
Wisconsin
$213K +$188K +1,239 New
BCM
936
BluePath Capital Management
Georgia
$213K -$151K -996 -45%
RA
937
Riversedge Advisors
Delaware
$213K +$188K +1,238 New
WFA
938
Wellspring Financial Advisors
Ohio
$211K +$184K +1,214 New
ATPW
939
Ashton Thomas Private Wealth
Arizona
$210K +$185K +1,220 New
EC
940
Elequin Capital
New York
$209K +$184K +1,216 New
SI
941
Stephens Inc
Arkansas
$209K +$184K +1,216 New
AR
942
Altar Rock
New York
$208K +$183K +1,210 New
EI
943
Ellevest Inc
New York
$208K +$183K +1,209 New
WB
944
Webster Bank
Connecticut
$207K – – –
MPWS
945
McCarter Private Wealth Services
Massachusetts
$207K +$182K +1,200 New
SWTS
946
Stonehaven Wealth & Tax Solutions
Wisconsin
$206K +$182K +1,197 New
SI
947
Seeds Investor
New York
$206K +$181K +1,195 New
RFP
948
Root Financial Partners
California
$204K +$19.6K +129 +12%
SAG
949
SageView Advisory Group
California
$199K +$176K +1,158 New
LI
950
Louisbourg Investments
New Brunswick, Canada
$198K -$124K -820 -42%
36 37
38
39 40