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Western Digital
WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1201
Keel Point
Alabama
$544K +$414K +851 New
AT
1202
American Trust
Kentucky
$543K +$413K +850 New
CIC
1203
Crawford Investment Counsel
Georgia
$540K +$1.46K +3 +0.4%
PL
1204
Plancorp LLC
Missouri
$539K +$17.5K +36 +4%
NRC
1205
New Republic Capital
North Carolina
$537K +$409K +841 New
SP
1206
Stonebrook Private
Michigan
$536K +$46.2K +95 +13%
JLBC
1207
J.L. Bainbridge & Co
Florida
$536K – – –
NP
1208
NorthRock Partners
Minnesota
$536K +$408K +839 New
QWP
1209
Quotient Wealth Partners
Texas
$533K +$406K +835 New
AA
1210
Armis Advisers
Georgia
$532K -$7.29K -15 -2%
FF
1211
Friday Financial
Iowa
$532K +$486K +1,000 New
OWM
1212
OneAscent Wealth Management
Alabama
$531K -$270K -555 -40%
CAI
1213
Capital Advisors Inc
Oklahoma
$531K +$404K +831 New
HWAM
1214
Hennion & Walsh Asset Management
New Jersey
$530K +$404K +830 New
HCP
1215
Hexagon Capital Partners
Arkansas
$529K -$21.9K -45 -5%
MSFS
1216
Main Street Financial Solutions
Pennsylvania
$527K -$71.5K -147 -15%
RPWA
1217
Regent Peak Wealth Advisors
Georgia
$526K -$118K -242 -23%
WWC
1218
Waypoint Wealth Counsel
Georgia
$522K -$877K -1,803 -69%
SMC
1219
Smith, Moore & Co
Missouri
$519K +$395K +813 New
CFB
1220
Cullen/Frost Bankers
Texas
$515K -$71.5K -147 -15%
KA
1221
Kercheville Advisors
Texas
$511K -$194K -400 -33%
GCIA
1222
Gabelli & Co Investment Advisers
New York
$511K – – –
PUI
1223
Purpose Unlimited Inc
$511K – – –
EQF
1224
Evergreen Quality Fund
Cayman Islands
$511K +$389K +800 New
TW
1225
TritonPoint Wealth
Maryland
$510K +$388K +798 New
47 48
49
50 51