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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
1351
Victory Financial Group
Texas
$354K +$269K +554 New
PFM
1352
Phillips Financial Management
Indiana
$353K +$269K +553 New
PF
1353
Phoenix Financial
Israel
$353K +$269K +553 New
FWP
1354
FAS Wealth Partners
Kansas
$352K -$201K -414 -43%
EB
1355
Eastern Bank
Massachusetts
$351K +$122K +250 +83%
SVWAG
1356
Sound View Wealth Advisors Group
Georgia
$351K +$267K +550 New
TAM
1357
TCP Asset Management
Ohio
$351K +$267K +550 New
WCFA
1358
Walkner Condon Financial Advisors
Wisconsin
$351K +$267K +550 New
CMTU
1359
Capital Markets Trading (UK)
United Kingdom
$351K -$827K -1,700 -76%
HIF
1360
Hill Island Financial
Michigan
$351K +$267K +549 New
RWP
1361
RWA Wealth Partners
Massachusetts
$349K +$265K +546 New
BB
1362
Bell Bank
North Dakota
$347K +$265K +544 New
TDB
1363
Thompson David Blair
$347K +$265K +544 New
VDC
1364
Van Diest Capital
Iowa
$344K -$126K -259 -32%
BFWA
1365
Benchmark Financial Wealth Advisors
Florida
$344K -$227K -467 -46%
GWM
1366
Geneos Wealth Management
Colorado
$342K – – –
GKIM
1367
GW&K Investment Management
Massachusetts
$340K -$25.3K -52 -9%
HR
1368
Howe & Rusling
New York
$338K +$257K +529 New
SC
1369
Schubert & Co
Texas
$337K +$256K +527 New
LGW
1370
Leslie Global Wealth
Illinois
$337K +$256K +527 New
FT
1371
Fiduciary Trust
Massachusetts
$337K +$256K +527 New
WSFG
1372
Wall Street Financial Group
Illinois
$336K +$36.5K +75 +15%
ARC
1373
Advisor Resource Council
Texas
$336K +$283K +582 New
EC
1374
EdgeRock Capital
Colorado
$336K +$256K +526 New
TAFW
1375
Tred Avon Family Wealth
Maryland
$334K +$254K +523 New
53 54
55
56 57