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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
976
Copeland Capital Management
Pennsylvania
$1.11M +$846K +1,739 New
GCM
977
Goldstream Capital Management
Hong Kong
$1.11M +$846K +1,739 New
SAG
978
SageView Advisory Group
California
$1.11M +$205K +421 +32%
TPI
979
Trust Point Inc
Wisconsin
$1.1M +$135K +278 +19%
CSPIA
980
Cary Street Partners Investment Advisory
Virginia
$1.09M +$220K +453 +36%
GC
981
Grimes & Company
Massachusetts
$1.08M +$823K +1,693 New
DOA
982
D'Orazio & Associates
Virginia
$1.08M +$56.9K +117 +7%
MCA
983
Martin Capital Advisors
Texas
$1.08M – – –
VCM
984
Versant Capital Management
Arizona
$1.07M -$232K -478 -22%
AG
985
AmeriFlex Group
Nevada
$1.06M +$525K +1,079 +185%
AHL
986
Abel Hall LLC
Louisiana
$1.06M +$2.92K +6 +0.4%
ICP
987
Impact Capital Partners
Colorado
$1.06M +$51.5K +106 +7%
HIM
988
Hanlon Investment Management
New Jersey
$1.06M +$804K +1,653 New
I
989
InterCapital
Texas
$1.05M -$1.39M -2,850 -63%
FWP
990
Falcon Wealth Planning
California
$1.04M -$265K -545 -25%
WC
991
Waterloo Capital
Texas
$1.03M -$41.8K -86 -5%
LWMM
992
Legacy Wealth Management (Mississippi)
Mississippi
$1.02M +$780K +1,604 New
AFGAS
993
Allegiance Financial Group Advisory Services
Virginia
$1.02M -$180K -371 -19%
WE
994
Wealth Effects
Massachusetts
$1.02M -$48.6K -100 -6%
AWM
995
Ariadne Wealth Management
California
$1.02M -$198K -408 -20%
OC
996
Oarsman Capital
Wisconsin
$1.02M -$972 -2 -0.1%
KIA
997
KCM Investment Advisors
California
$1.01M +$138K +283 +22%
RF
998
Rossby Financial
Florida
$1.01M +$185K +381 +32%
BG
999
BDF Gestion
France
$1.01M +$1.15M +2,369 +70%
FB
1000
Fulton Bank
Pennsylvania
$1M +$761K +1,566 New
38 39
40
41 42