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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
1526
Harmony Asset Management
Arizona
$240K +$182K +375 New
KLI
1527
Kelman-Lazarov Inc
Tennessee
$240K +$182K +375 New
TCBWMS
1528
Texas Capital Bank Wealth Management Services
Texas
$240K +$182K +375 New
NGA
1529
Naples Global Advisors
Florida
$239K +$182K +374 New
MAM
1530
MWA Asset Management
Massachusetts
$239K +$182K +374 New
PWM
1531
Purus Wealth Management
California
$238K +$181K +372 New
LA
1532
Legacy Advisors
Pennsylvania
$237K +$180K +371 New
PPA
1533
Pilgrim Partners Asia
Singapore
$236K -$77.8K -160 -30%
GWAG
1534
Garrett Wealth Advisory Group
Texas
$235K +$179K +368 New
JF
1535
JMN Financial
Ohio
$233K +$177K +365 New
TWM
1536
TopTier Wealth Management
Wisconsin
$232K +$486 +1 +0.3%
FWM
1537
Focused Wealth Management
New York
$232K +$177K +363 New
MCA
1538
Millennium Capital Advisors
Arkansas
$232K +$176K +362 New
MWP
1539
Meridian Wealth Partners
Pennsylvania
$232K +$177K +363 New
FCA
1540
FLC Capital Advisors
California
$231K +$176K +362 New
LTM
1541
Lotus Technology Management
Florida
$231K +$176K +362 New
PA
1542
ProCore Advisors
California
$230K +$176K +361 New
AC
1543
Apella Capital
Connecticut
$230K +$210K +432 New
JIC
1544
Johnson Investment Counsel
Ohio
$228K -$1.07M -2,199 -86%
SWTS
1545
Stonehaven Wealth & Tax Solutions
Wisconsin
$227K +$173K +356 New
NL
1546
NWAM LLC
Washington
$227K +$173K +355 New
AWA
1547
Amplius Wealth Advisors
Pennsylvania
$227K +$173K +355 New
IA
1548
Intellus Advisors
Florida
$227K +$173K +355 New
BCM
1549
Bannerstone Capital Management
Minnesota
$224K +$171K +351 New
MAMG
1550
Milestone Asset Management Group
Connecticut
$224K +$170K +350 New
60 61
62
63 64