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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1026
TABR Capital Management
California
$311K +$300K +1,148 New
AWM
1027
Aprio Wealth Management
Georgia
$311K +$300K +1,148 New
WANY
1028
Wealthspire Advisors (New York)
New York
$310K -$462K -1,768 -61%
OWP
1029
Obermeyer Wealth Partners
Colorado
$308K +$298K +1,140 New
CH
1030
Cromwell Holdings
Wyoming
$307K – – –
MW
1031
MBL Wealth
North Carolina
$306K +$296K +1,133 New
APP
1032
Avantax Planning Partners
Iowa
$305K -$84.8K -325 -22%
KV
1033
Kickstand Ventures
New York
$303K -$292K -1,119 -50%
FAL
1034
Focused Alpha LLC
Colorado
$299K -$611K -2,339 -68%
ONB
1035
Old National Bancorp
Indiana
$299K +$289K +1,107 New
BCM
1036
BluePath Capital Management
Georgia
$299K -$34.7K -133 -11%
SAW
1037
Signal Advisors Wealth
Michigan
$299K +$288K +1,104 New
CFP
1038
Comprehensive Financial Planning
Pennsylvania
$298K +$78.3K +300 +37%
MAM
1039
Marotta Asset Management
Virginia
$298K +$261K +1,000 New
IIL
1040
Income Insurance Ltd
$298K +$287K +1,100 New
FM
1041
Family Management
New York
$297K +$287K +1,099 New
FWP
1042
Family Wealth Partners
North Carolina
$296K +$286K +1,095 New
CFO
1043
CVA Family Office
Colorado
$296K +$47.8K +183 +20%
PP
1044
Patron Partners
Texas
$295K +$285K +1,092 New
ATPW
1045
Ashton Thomas Private Wealth
Arizona
$295K -$33.7K -129 -11%
FAFN
1046
First Affirmative Financial Network
Colorado
$295K +$285K +1,090 New
DFCM
1047
Dark Forest Capital Management
Puerto Rico
$294K -$955K -3,660 -77%
AWM
1048
Angeles Wealth Management
California
$294K +$284K +1,087 New
OAM
1049
Oxford Asset Management
United Kingdom
$292K +$282K +1,081 New
VFA
1050
Valeo Financial Advisors
Indiana
$291K -$191K -730 -40%
40 41
42
43 44