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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
HCWM
1426
Hidden Cove Wealth Management
Washington
$293K +$223K +459 New
FF
1427
Francis Financial
$293K +$223K +458 New
VC
1428
Veracity Capital
Georgia
$291K -$403K -828 -65%
WETS
1429
Wealth Enhancement Trust Services
South Dakota
$290K +$221K +454 New
APFP
1430
Action Point Financial Planning
Michigan
$288K +$222K +457 New
HNWAG
1431
High Net Worth Advisory Group
Florida
$288K +$219K +450 New
ZIG
1432
Zullo Investment Group
Pennsylvania
$288K +$219K +450 New
CWM
1433
Cherrydale Wealth Management
New Jersey
$287K +$219K +450 New
HR
1434
Hardy Reed
Mississippi
$287K +$219K +450 New
BWA
1435
BlueSky Wealth Advisors
North Carolina
$287K +$218K +449 New
MW
1436
Marble Wealth
Alabama
$287K -$247K -509 -53%
BRG
1437
Bay Rivers Group
Virginia
$286K +$218K +448 New
FFO
1438
Fortitude Family Office
Arizona
$286K +$38.4K +79 +21%
SSWM
1439
Smith Salley Wealth Management
North Carolina
$284K +$216K +445 New
AWA
1440
Acorn Wealth Advisors
Michigan
$283K +$215K +443 New
CWM
1441
Consultiva Wealth Management
Puerto Rico
$281K – – –
UWPG
1442
Ullmann Wealth Partners Group
Florida
$280K +$213K +439 New
ALA
1443
Atlas Legacy Advisors
California
$279K +$278K +571 New
RG
1444
Rathbones Group
United Kingdom
$278K +$212K +436 New
RCAG
1445
Rehmann Capital Advisory Group
Michigan
$278K +$212K +435 New
VW
1446
Vance Wealth
California
$278K +$212K +435 New
VCM
1447
Voleon Capital Management
California
$278K +$212K +435 New
MAM
1448
Markin Asset Management
New York
$277K +$211K +434 New
MC
1449
Machina Capital
France
$275K -$387K -796 -65%
IA
1450
IFC Advisors
California
$275K +$209K +430 New
56 57
58
59 60