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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1076
Bridges Investment Management
Nebraska
$274K +$264K +1,013 New
MWM
1077
Moran Wealth Management
Florida
$273K +$263K +1,009 New
CWA
1078
Consilio Wealth Advisors
Washington
$272K +$263K +1,007 New
BFWA
1079
Benchmark Financial Wealth Advisors
Florida
$272K +$262K +1,005 New
PCG
1080
Prosperity Consulting Group
Maryland
$272K +$262K +1,005 New
BTW
1081
Boston Trust Walden
Massachusetts
$270K +$261K +1,000 New
CWM
1082
Centurion Wealth Management
Virginia
$270K +$261K +1,000 New
CWMG
1083
Compass Wealth Management (Georgia)
Georgia
$270K +$261K +1,000 New
MAM
1084
Mainsail Asset Management
Alabama
$270K +$261K +1,000 New
MWM
1085
MorganRosel Wealth Management
Colorado
$270K +$261K +1,000 New
WCM
1086
Warburton Capital Management
Oklahoma
$267K +$207K +793 New
GWP
1087
Gateway Wealth Partners
Wisconsin
$267K +$258K +987 New
FWP
1088
Flatrock Wealth Partners
California
$266K +$257K +983 New
MA
1089
MJP Associates
Connecticut
$266K +$257K +983 New
ADEF
1090
ABS Direct Equity Fund
Connecticut
$265K +$157K +600 New
MHC
1091
May Hill Capital
Massachusetts
$265K +$256K +979 New
FG
1092
Foster Group
Iowa
$264K +$255K +976 New
SF
1093
Seek First
California
$264K +$255K +976 New
GA
1094
Greenspring Advisors
Maryland
$264K +$255K +975 New
CAM
1095
Cresset Asset Management
Illinois
$263K -$394K -1,509 -61%
LCWP
1096
Legacy Capital Wealth Partners
Arkansas
$263K +$254K +972 New
MSFS
1097
Main Street Financial Solutions
Pennsylvania
$263K +$254K +972 New
BFA
1098
Beacon Financial Advisory
Ohio
$263K +$253K +971 New
OFO
1099
OneAscent Family Office
Alabama
$262K +$253K +970 New
DCM
1100
DGS Capital Management
New Jersey
$262K +$253K +969 New
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44
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