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Western Digital
WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1501
Jeppson Wealth Management
California
$246K +$187K +385 New
FA
1502
Fermata Advisors
California
$244K +$186K +382 New
LFS
1503
Lutz Financial Services
Nebraska
$244K +$186K +382 New
EWM
1504
Elmwood Wealth Management
California
$243K +$185K +381 New
CFG
1505
Carter Financial Group
Illinois
$243K +$185K +380 New
CIA
1506
Choate Investment Advisors
Massachusetts
$243K +$185K +380 New
PA
1507
Prosperity Advisers
Pennsylvania
$243K +$185K +380 New
WAG
1508
Winthrop Advisory Group
Massachusetts
$242K +$184K +379 New
CIA
1509
Cape Investment Advisory
Georgia
$242K +$184K +379 New
SQA
1510
Simon Quick Advisors
New Jersey
$241K +$184K +378 New
VPF
1511
Vantage Point Financial
Illinois
$241K +$184K +378 New
SWM
1512
Silverlake Wealth Management
Vermont
$241K +$183K +377 New
AFG
1513
ABLE Financial Group
Arizona
$241K -$517K -1,063 -74%
ESB
1514
Essex Savings Bank
Connecticut
$241K +$183K +377 New
HAM
1515
Harmony Asset Management
Arizona
$240K +$182K +375 New
KLI
1516
Kelman-Lazarov Inc
Tennessee
$240K +$182K +375 New
TCBWMS
1517
Texas Capital Bank Wealth Management Services
Texas
$240K +$182K +375 New
NGA
1518
Naples Global Advisors
Florida
$239K +$182K +374 New
MAM
1519
MWA Asset Management
Massachusetts
$239K +$182K +374 New
PWM
1520
Purus Wealth Management
California
$238K +$181K +372 New
LA
1521
Legacy Advisors
Pennsylvania
$237K +$180K +371 New
PPA
1522
Pilgrim Partners Asia
Singapore
$236K -$77.8K -160 -30%
GWAG
1523
Garrett Wealth Advisory Group
Texas
$235K +$179K +368 New
JF
1524
JMN Financial
Ohio
$233K +$177K +365 New
TWM
1525
TopTier Wealth Management
Wisconsin
$232K +$486 +1 +0.3%
59 60
61
62 63