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Western Digital
WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1226
Bullock Wealth Management
Indiana
$500K +$406K +836 New
S
1227
Sunpointe
Missouri
$499K -$221K -454 -37%
KIM
1228
Kestra Investment Management
Texas
$496K -$214K -440 -36%
BGDI
1229
BW Gestao de Investimentos
Brazil
$496K +$377K +776 New
SIC
1230
SJS Investment Consulting
Ohio
$495K -$413K -849 -52%
VDI
1231
Vaughan David Investments
Illinois
$493K -$63.2K -130 -14%
KFG
1232
Kingdom Financial Group
Arizona
$493K -$438K -901 -54%
C
1233
Covestor
United Kingdom
$491K -$309K -635 -45%
MPPW
1234
Mitchell & Pahl Private Wealth
Oklahoma
$491K – – –
OL
1235
Optas LLC
Texas
$485K -$30.6K -63 -8%
OIS
1236
OneAscent Investment Solutions
Alabama
$484K +$368K +757 New
GWANC
1237
Guardian Wealth Advisors (North Carolina)
North Carolina
$479K +$365K +750 New
TFA
1238
Transamerica Financial Advisors
Florida
$478K -$318K -655 -47%
FCP
1239
Fidelis Capital Partners
Florida
$477K +$363K +747 New
CIAS
1240
Capital Investment Advisory Services
North Carolina
$475K +$361K +743 New
FA
1241
Fountainhead AM
New Jersey
$473K +$22.9K +47 +7%
CWS
1242
Confluence Wealth Services
Pennsylvania
$471K +$359K +738 New
WT
1243
Whittier Trust
California
$471K -$58.3K -120 -13%
AP
1244
Anchyra Partners
Georgia
$471K +$358K +737 New
HSA
1245
HBK Sorce Advisory
Pennsylvania
$469K +$38.9K +80 +10%
WPW
1246
Watershed Private Wealth
Illinois
$469K +$357K +734 New
HGWM
1247
Horst & Graben Wealth Management
Oregon
$468K – – –
EWA
1248
Eagle Wealth Advisors
Connecticut
$466K +$355K +730 New
SFG
1249
Sovereign Financial Group
Connecticut
$464K -$365K -750 -51%
FWA
1250
FSM Wealth Advisors
Ohio
$464K +$353K +727 New
48 49
50
51 52