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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1501
HBE Wealth Management
Nebraska
$252K +$192K +394 New
FPL
1502
Fortress Private Ledger
North Carolina
$250K -$473K -973 -71%
KFAS
1503
Keating Financial Advisory Services
Kansas
$250K +$47.7K +98 +33%
FFA
1504
Fairfield Financial Advisors
Massachusetts
$249K +$190K +390 New
HCM
1505
Hengehold Capital Management
Ohio
$249K +$189K +389 New
VFP
1506
Verus Financial Partners
Virginia
$248K +$189K +389 New
FMWA
1507
Forvis Mazars Wealth Advisors
Missouri
$248K +$189K +388 New
QC
1508
Quent Capital
New York
$247K +$54.9K +113 +41%
HNB
1509
Hilltop National Bank
Wyoming
$247K +$23.8K +49 +15%
TWM
1510
Thrive Wealth Management
Pennsylvania
$247K +$188K +386 New
TCIIS
1511
TIAA-CREF Individual & Institutional Services
New York
$247K +$188K +386 New
JWM
1512
Jeppson Wealth Management
California
$246K +$187K +385 New
FA
1513
Fermata Advisors
California
$244K +$186K +382 New
LFS
1514
Lutz Financial Services
Nebraska
$244K +$186K +382 New
EWM
1515
Elmwood Wealth Management
California
$243K +$185K +381 New
CFG
1516
Carter Financial Group
Illinois
$243K +$185K +380 New
CIA
1517
Choate Investment Advisors
Massachusetts
$243K +$185K +380 New
PA
1518
Prosperity Advisers
Pennsylvania
$243K +$185K +380 New
WAG
1519
Winthrop Advisory Group
Massachusetts
$242K +$184K +379 New
CIA
1520
Cape Investment Advisory
Georgia
$242K +$184K +379 New
SQA
1521
Simon Quick Advisors
New Jersey
$241K +$184K +378 New
VPF
1522
Vantage Point Financial
Illinois
$241K +$184K +378 New
SWM
1523
Silverlake Wealth Management
Vermont
$241K +$183K +377 New
AFG
1524
ABLE Financial Group
Arizona
$241K -$517K -1,063 -74%
ESB
1525
Essex Savings Bank
Connecticut
$241K +$183K +377 New
59 60
61
62 63