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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
SR
1026
Swiss Re
Switzerland
$32.2K +$28.4K +187 New
TF
1027
Tompkins Financial
New York
$31.7K – – –
AW
1028
Avion Wealth
Texas
$31K +$17.1K +113 +164%
MHIP
1029
Mountain Hill Investment Partners
New Jersey
$29.5K -$25.8K -170 -50%
VWWMG
1030
Vermillion & White Wealth Management Group
Pennsylvania
$28.9K +$3.49K +23 +16%
OAJ
1031
Ogorek Anthony Joseph
New York
$28K -$6.22K -41 -20%
CPG
1032
Cornerstone Planning Group
New Jersey
$27.7K -$25K -165 -63%
AG
1033
AmeriFlex Group
Nevada
$26.9K -$23.7K -156 -50%
MCM
1034
Manchester Capital Management
Vermont
$26.5K -$43.2K -285 -65%
AF
1035
Advisornet Financial
Minnesota
$26K +$152 +1 +0.7%
CT
1036
Coastline Trust
Rhode Island
$25.8K – – –
PS
1037
Pinney & Scofield
Massachusetts
$25.8K – – –
FC
1038
Financial Consulate
Maryland
$25.3K +$1.06K +7 +5%
BW
1039
Basepoint Wealth
Iowa
$23.3K +$20.5K +135 New
BCWM
1040
Bartlett & Co Wealth Management
Ohio
$23.3K +$152 +1 +0.7%
CTC
1041
Central Trust Company
Missouri
$22.1K +$455 +3 +2%
KG
1042
Kilter Group
New York
$20.7K +$2.12K +14 +13%
RWM
1043
Raffa Wealth Management
District of Columbia
$20.3K – – –
CFM
1044
Cornerstone Financial Management
Massachusetts
$20K +$17.6K +116 New
WAG
1045
Wilkerson Advisory Group
Missouri
$20K +$17.6K +116 New
BCM
1046
Boreal Capital Management
Florida
$18.9K – – –
FAMI
1047
Fideuram Asset Management (Ireland)
$18.4K +$43.2K +285 New
1IA
1048
1620 Investment Advisors
Massachusetts
$18.1K +$15.9K +105 New
SL
1049
Salomon & Ludwin
Virginia
$18K – – –
CWIG
1050
Chung Wu Investment Group
Texas
$17.2K +$15.2K +100 New
40 41
42
43 44