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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
1776
Vision Retirement
New Jersey
$11.5K – – –
CWP
1777
Clark Wealth Partners
Illinois
$11.5K +$486 +1 +6%
BFPW
1778
BOK Financial Private Wealth
Colorado
$11.5K +$8.75K +18 New
SWIM
1779
Smallwood Wealth Investment Management
New Jersey
$11.5K -$18K -37 -67%
QWM
1780
Quaker Wealth Management
New Jersey
$10.9K -$2.92K -6 -26%
WWM
1781
Wolff Wiese Magana
California
$10.9K +$972 +2 +13%
SFCL
1782
Strengthening Families & Communities LLC
Massachusetts
$10.9K +$8.27K +17 New
TCOV
1783
Trust Company of Vermont
Vermont
$10.9K +$8.27K +17 New
GCS
1784
Gordian Capital (Singapore)
Singapore
$10.2K +$7.29K +15 +1,500%
HDIM
1785
Hanson & Doremus Investment Management
Vermont
$10K – – –
CCM
1786
Chilton Capital Management
Texas
$9.58K -$4.86K -10 -40%
FG
1787
Fairman Group
Pennsylvania
$9.58K – – –
SFS
1788
Sunrise Financial Services
Washington
$9.58K – – –
WTA
1789
Washington Trust Advisors
Massachusetts
$9.58K – – –
TFM
1790
TFC Financial Management
Massachusetts
$9.58K +$2.43K +5 +50%
FFA
1791
Frazier Financial Advisors
Ohio
$9.58K +$7.29K +15 New
PS
1792
Planning Strategies
Pennsylvania
$9.58K +$7.29K +15 New
DF
1793
DecisionPoint Financial
Arizona
$8.38K +$3.4K +7 +100%
TAP
1794
Tounjian Advisory Partners
Florida
$8.32K +$6.32K +13 New
MWM
1795
Mascoma Wealth Management
New Hampshire
$8.3K +$4.38K +9 +225%
AFG
1796
Albion Financial Group
Utah
$7.67K -$48.6K -100 -89%
SIS
1797
Strategic Investment Solutions
Illinois
$7.67K +$5.83K +12 New
DCM
1798
Dorato Capital Management
Colorado
$7.57K -$1.46K -3 -19%
BIAS
1799
Beacon Investment Advisory Services
New Jersey
$7.03K +$5.35K +11 New
CCC
1800
Chelsea Counsel Company
California
$7.03K +$5.35K +11 New
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