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Western Digital
WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
1576
Cardinal Point Capital Management
Ontario, Canada
$208K +$158K +325 New
PPP
1577
Prism Planning Partners
Illinois
$208K +$158K +325 New
LWCFA
1578
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$206K – – –
FPH
1579
Financial Planning Hawaii
Hawaii
$206K +$157K +323 New
HI
1580
Hudock Inc
Pennsylvania
$206K +$157K +322 New
RIP
1581
RAM Investment Partners
Washington
$205K +$156K +321 New
SWM
1582
Selective Wealth Management
Virginia
$204K +$208K +428 New
PA
1583
Planning Alternatives
Michigan
$204K +$156K +320 New
WW
1584
Waterfront Wealth
Kansas
$204K +$170K +350 New
MFG
1585
Magnus Financial Group
New York
$204K +$155K +319 New
DBRC
1586
D.B. Root & Company
Pennsylvania
$204K +$155K +319 New
TWM
1587
Tradition Wealth Management
Minnesota
$203K +$155K +318 New
CTC
1588
Central Trust Company
Missouri
$203K +$24.3K +50 +19%
PFG
1589
Prospect Financial Group
Virginia
$203K +$155K +318 New
VAF
1590
Values Added Financial
District of Columbia
$202K +$154K +317 New
TSMHT
1591
Thurston Springer Miller Herd & Titak
Indiana
$202K – – –
JWM
1592
JPL Wealth Management
Colorado
$202K +$486 +1 +0.3%
BB
1593
Busey Bank
Illinois
$202K +$154K +316 New
HPM
1594
Hoxton Planning & Management
West Virginia
$201K +$153K +315 New
LWA
1595
Legacy Wealth Advisors
Florida
$201K +$153K +315 New
HCM
1596
Hutchinson Capital Management
California
$201K +$153K +314 New
TM
1597
Torren Management
California
$197K – – –
JWA
1598
JFS Wealth Advisors
Pennsylvania
$196K +$972 +2 +0.7%
BAM
1599
Bellevue Asset Management
Washington
$192K – – –
MA
1600
MCF Advisors
Kentucky
$189K +$119K +245 +480%
62 63
64
65 66