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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
3IP
1051
3Chopt Investment Partners
Virginia
$289K +$279K +1,068 New
RPWA
1052
Regent Peak Wealth Advisors
Georgia
$288K +$278K +1,066 New
RIP
1053
Reliant Investment Partners
North Carolina
$288K +$278K +1,066 New
CCAL
1054
City Center Advisors LLC
Michigan
$288K +$278K +1,064 New
CP
1055
Canopy Partners
Ohio
$286K +$276K +1,059 New
CWP
1056
Curated Wealth Partners
California
$285K +$275K +1,054 New
DS
1057
DRW Securities
Illinois
$285K -$199K -764 -41%
WT
1058
Whittier Trust
California
$285K +$126K +482 +106%
A
1059
Allianz
Germany
$285K +$275K +1,052 New
KIA
1060
Knollwood Investment Advisory
Maryland
$284K -$137K -525 -33%
EWA
1061
Emergent Wealth Advisors
New York
$284K -$52.2K -200 -16%
EAM
1062
Empirical Asset Management
Massachusetts
$282K +$272K +1,041 New
SP
1063
Successful Portfolios
Florida
$281K +$4.7K +18 +2%
FIC
1064
Family Investment Center
Missouri
$281K -$495K -1,896 -65%
CIA
1065
Capital Investment Advisors
Georgia
$280K +$270K +1,034 New
OL
1066
OneFund LLC
Florida
$279K +$13.1K +50 +6%
RIS
1067
Richmond Investment Services
Wisconsin
$278K +$269K +1,029 New
IWS
1068
Intentional Wealth Strategies
Colorado
$278K +$268K +1,028 New
TP
1069
Tranquility Partners
Tennessee
$277K +$267K +1,024 New
TAM
1070
Townsend Asset Management
North Carolina
$276K +$267K +1,022 New
LHWM
1071
Lake Hills Wealth Management
Texas
$275K +$265K +1,017 New
SGWP
1072
Sun Group Wealth Partners
California
$275K +$265K +1,017 New
BIM
1073
Bridges Investment Management
Nebraska
$274K +$264K +1,013 New
MWM
1074
Moran Wealth Management
Florida
$273K +$263K +1,009 New
CWA
1075
Consilio Wealth Advisors
Washington
$272K +$263K +1,007 New
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