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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1326
Abacus Wealth Partners
California
$367K -$787K -1,619 -74%
SFA
1327
Souders Financial Advisors
Ohio
$367K +$279K +574 New
VA
1328
Verdad Advisers
Massachusetts
$366K +$279K +573 New
RWP
1329
Revolve Wealth Partners
New Jersey
$365K +$278K +572 New
KFSC
1330
Keystone Financial Services (Colorado)
Colorado
$365K -$86.1K -177 -24%
OBWG
1331
Onyx Bridge Wealth Group
New York
$365K +$278K +571 New
BFG
1332
Beacon Financial Group
Texas
$365K +$278K +571 New
EPW
1333
Endeavor Private Wealth
Kansas
$363K +$276K +568 New
RIG
1334
RiverFront Investment Group
Virginia
$363K +$276K +568 New
KW
1335
Keyvantage Wealth
Pennsylvania
$362K +$275K +566 New
ACM
1336
Advisors Capital Management
New Jersey
$361K +$274K +564 New
PWM
1337
Puff Wealth Management
New Jersey
$360K +$274K +564 New
MNBTD
1338
Moody National Bank Trust Division
Texas
$359K +$273K +562 New
FDW
1339
Fourth Dimension Wealth
Ohio
$356K +$56.9K +117 +27%
TIA
1340
TCFG Investment Advisors
California
$355K +$270K +556 New
VFG
1341
Victory Financial Group
Texas
$354K +$269K +554 New
PFM
1342
Phillips Financial Management
Indiana
$353K +$269K +553 New
PF
1343
Phoenix Financial
Israel
$353K +$269K +553 New
FWP
1344
FAS Wealth Partners
Kansas
$352K -$201K -414 -43%
EB
1345
Eastern Bank
Massachusetts
$351K +$122K +250 +83%
SVWAG
1346
Sound View Wealth Advisors Group
Georgia
$351K +$267K +550 New
TAM
1347
TCP Asset Management
Ohio
$351K +$267K +550 New
WCFA
1348
Walkner Condon Financial Advisors
Wisconsin
$351K +$267K +550 New
CMTU
1349
Capital Markets Trading (UK)
United Kingdom
$351K -$827K -1,700 -76%
HIF
1350
Hill Island Financial
Michigan
$351K +$267K +549 New
52 53
54
55 56