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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1001
Ironwood Investment Management
Massachusetts
$335K – – –
S
1002
Sunpointe
Missouri
$334K +$323K +1,236 New
RA
1003
Riversedge Advisors
Delaware
$334K -$1.04K -4 -0.3%
MC
1004
Machina Capital
France
$332K -$901K -3,450 -74%
BAM
1005
Belpointe Asset Management
Nevada
$331K +$319K +1,222 New
FCA
1006
Fortis Capital Advisors
Kansas
$331K +$319K +1,222 New
KIM
1007
Kestra Investment Management
Texas
$329K +$318K +1,217 New
PFGIA
1008
Patriot Financial Group Insurance Agency
Massachusetts
$329K +$317K +1,216 New
CWM
1009
Calamos Wealth Management
Illinois
$328K -$14.9K -57 -4%
KWM
1010
Kingsview Wealth Management
Oregon
$328K -$412K -1,579 -57%
RWA
1011
Redhawk Wealth Advisors
Minnesota
$328K +$316K +1,211 New
PGF
1012
Plan Group Financial
Oklahoma
$326K -$67.4K -258 -18%
MPWS
1013
McCarter Private Wealth Services
Massachusetts
$325K – – –
WB
1014
Webster Bank
Connecticut
$325K – – –
KA
1015
Kercheville Advisors
Texas
$325K +$313K +1,200 New
PL
1016
Plancorp LLC
Missouri
$321K +$244K +934 New
SMA
1017
Seven Mile Advisory
New Jersey
$319K -$98.4K -377 -24%
LOWM
1018
Laurel Oak Wealth Management
New Jersey
$318K -$24.5K -94 -7%
VVP
1019
Venture Visionary Partners
Ohio
$318K +$307K +1,175 New
CFS
1020
Commonwealth Financial Services
West Virginia
$315K +$304K +1,166 New
FOA
1021
Five Oceans Advisors
California
$315K +$304K +1,165 New
WFI
1022
West Family Investments
California
$314K -$311K -1,192 -51%
SG
1023
StoneX Group
New York
$314K +$303K +1,161 New
SI
1024
Stephens Inc
Arkansas
$314K -$14.6K -56 -5%
HGWM
1025
Horst & Graben Wealth Management
Oregon
$314K +$204K +783 New
39 40
41
42 43