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Western Digital
WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMA
1051
Capstone Wealth Management (Alabama)
Alabama
$808K +$615K +1,265 New
ITG
1052
Index Technologies Group
New York
$806K -$10.7K -22 -2%
BAM
1053
Blueshift Asset Management
New Jersey
$802K -$15.6K -32 -2%
T
1054
TOBAM
France
$802K +$419K +862 +219%
CCIA
1055
Campbell & Co Investment Adviser
Maryland
$799K +$608K +1,251 New
EFA
1056
Englebert Financial Advisers
Pennsylvania
$797K -$67.6K -139 -10%
AG
1057
AlTi Global
New York
$796K +$606K +1,247 New
SFG
1058
SNS Financial Group
Minnesota
$796K +$606K +1,247 New
GSWM
1059
Golden State Wealth Management
California
$796K +$1.95K +4 +0.3%
XF
1060
XML Financial
Maryland
$794K -$19.4K -40 -3%
FCA
1061
Fortis Capital Advisors
Kansas
$791K +$7.78K +16 +1%
CIA
1062
Capital Investment Advisors
Georgia
$790K +$98.7K +203 +20%
3IP
1063
3Chopt Investment Partners
Virginia
$786K +$78.8K +162 +15%
CFAM
1064
Center For Asset Management
Florida
$784K +$597K +1,227 New
VVP
1065
Venture Visionary Partners
Ohio
$777K +$19.9K +41 +3%
JFGLC
1066
Johnson Financial Group LLC (Colorado)
Colorado
$776K +$196K +403 +50%
KIA
1067
Knollwood Investment Advisory
Maryland
$773K +$77.8K +160 +15%
SSC
1068
Syverson Strege & Co
Iowa
$770K -$29.2K -60 -5%
UAG
1069
United Advisor Group
Ohio
$770K +$586K +1,206 New
RIP
1070
Reliant Investment Partners
North Carolina
$769K +$67.1K +138 +13%
MPWS
1071
McCarter Private Wealth Services
Massachusetts
$766K – – –
WB
1072
Webster Bank
Connecticut
$766K – – –
CWP
1073
Curated Wealth Partners
California
$766K +$70.5K +145 +14%
AWE
1074
Avidian Wealth Enterprises
Texas
$764K +$171K +352 +42%
BWP
1075
Balboa Wealth Partners
Arizona
$759K -$91.4K -188 -14%
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43
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