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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1226
JPL Wealth Management
Colorado
$85.2K +$82.2K +315 New
TM
1227
Torren Management
California
$83.3K -$57.7K -221 -42%
BDPWM
1228
Barnes Dennig Private Wealth Management
Ohio
$82.8K +$79.9K +306 New
JWA
1229
JFS Wealth Advisors
Pennsylvania
$82.5K +$3.13K +12 +4%
PWMG
1230
Private Wealth Management Group
New Jersey
$82K -$25.6K -98 -24%
EB
1231
Eastern Bank
Massachusetts
$81.1K -$26.1K -100 -25%
BAM
1232
Bellevue Asset Management
Washington
$81.1K – – –
KFAS
1233
Keating Financial Advisory Services
Kansas
$79.3K -$875K -3,350 -92%
JFA
1234
JNBA Financial Advisors
Minnesota
$77.6K – – –
CFD
1235
Creative Financial Designs
Indiana
$76.5K – – –
SS
1236
Sunbelt Securities
Texas
$75.2K +$58.2K +223 +405%
QC
1237
Quent Capital
New York
$74.1K +$12K +46 +20%
HHCP
1238
Hilton Head Capital Partners
South Carolina
$73K +$46.5K +178 +193%
CTC
1239
Central Trust Company
Missouri
$72.5K +$36.5K +140 +109%
GBT
1240
Grove Bank & Trust
Florida
$68.2K -$783 -3 -1%
PP
1241
Paladin Partners
Wisconsin
$67.6K – – –
WAG
1242
Wilkerson Advisory Group
Missouri
$67.4K +$34.7K +133 +115%
MSG
1243
Main Street Group
Virginia
$66K +$63.7K +244 New
PWMG
1244
Prestige Wealth Management Group
New Jersey
$65.2K – – –
PWA
1245
Physician Wealth Advisors
Utah
$64.9K +$1.83K +7 +3%
AWM
1246
Activest Wealth Management
Florida
$63.8K -$237K -908 -79%
BCWM
1247
Bartlett & Co Wealth Management
Ohio
$61.9K +$1.3K +5 +4%
WAU
1248
Wellington-Altus USA
Manitoba, Canada
$61.3K +$4.44K +17 +22%
CPG
1249
Cornerstone Planning Group
New Jersey
$61K +$8.62K +33 +33%
CG
1250
Curat Global
New Hampshire
$59.5K – – –
48 49
50
51 52