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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
1901
MMBG Investment Advisors
Florida
– -$339K -1,255 Closed
IIM
1902
Ironwood Investment Management
Massachusetts
– -$335K -1,240 Closed
WANY
1903
Wealthspire Advisors (New York)
New York
– -$310K -1,145 Closed
APP
1904
Avantax Planning Partners
Iowa
– -$305K -1,126 Closed
AR
1905
Altar Rock
New York
– -$284K -1,049 Closed
LCWP
1906
Legacy Capital Wealth Partners
Arkansas
– -$263K -972 Closed
CA
1907
Calton & Associates
Florida
– -$257K -951 Closed
LI
1908
Louisbourg Investments
New Brunswick, Canada
– -$250K -925 Closed
GP
1909
Gallo Partners
New Jersey
– -$246K -908 Closed
HCA
1910
Heck Capital Advisors
Wisconsin
– -$244K -903 Closed
MFS
1911
Mirabella Financial Services
United Kingdom
– -$239K -885 Closed
FGP
1912
Freestone Grove Partners
California
– -$236K -873 Closed
WCM
1913
Wedge Capital Management
North Carolina
– -$225K -833 Closed
BWG
1914
Beta Wealth Group
California
– -$216K -800 Closed
SAM
1915
Secure Asset Management
Michigan
– -$212K -783 Closed
SWM
1916
Salvus Wealth Management
New Jersey
– -$200K -740 Closed
GJIA
1917
Glass Jacobson Investment Advisors
Maryland
– -$189K -697 Closed
OWA
1918
Opal Wealth Advisors
New York
– -$127K -469 Closed
GSEP
1919
Golden State Equity Partners
California
– -$108K -400 Closed
FUBT
1920
First United Bank & Trust
Maryland
– -$103K -380 Closed
DWP
1921
Destiny Wealth Partners
Florida
– -$97.4K -360 Closed
WPA
1922
Wealth Preservation Advisors
Tennessee
– -$46K -170 Closed
AGWCA
1923
Annis Gardner Whiting Capital Advisors
Florida
– -$39.5K -146 Closed
IAAG
1924
Innovative Asset Advisors Group
Connecticut
– -$33K -122 Closed
FCAS
1925
First Command Advisory Services
Texas
– -$27K -100 Closed
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