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WDFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
326
CVA Family Office
Colorado
$12.6K – – –
GSWM
327
Golden State Wealth Management
California
$11.4K +$12.5K +47 New
BBHC
328
Brown Brothers Harriman & Co
New York
$10.4K -$533 -2 -4%
S
329
SignatureFD
Georgia
$10.2K -$266 -1 -2%
ST
330
Smithfield Trust
Pennsylvania
$10K – – –
BTI
331
Blue Trust Inc
Georgia
$9.46K -$94.3K -354 -90%
LFA
332
LGT Financial Advisors
Texas
$9.22K – – –
SA
333
SRH Advisors
Kansas
$8.25K – – –
PFBT
334
Parkside Financial Bank & Trust
Missouri
$8.01K – – –
UB
335
UMB Bank
Missouri
$7.77K +$533 +2 +7%
EWA
336
EverSource Wealth Advisors
Alabama
$7.52K +$1.33K +5 +19%
FFA
337
Farther Finance Advisors
California
$7.28K +$799 +3 +11%
FHA
338
First Horizon Advisors
Tennessee
$6.55K – – –
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$6.31K -$533 -2 -7%
MG
340
Mather Group
Illinois
$6.31K +$6.92K +26 New
BIA
341
Bell Investment Advisors
California
$5.34K -$533 -2 -8%
KFI
342
Key Financial Inc
Pennsylvania
$5.34K – – –
BWL
343
Bogart Wealth LLC
Virginia
$3.88K – – –
VWM
344
Venturi Wealth Management
Texas
$3.88K – – –
AS
345
Altshuler Shaham
Israel
$3.64K +$266 +1 +7%
SCM
346
Sterling Capital Management
North Carolina
$3.4K – – –
HIW
347
Holos Integrated Wealth
Pennsylvania
$2.91K +$3.2K +12 New
HCP
348
Hexagon Capital Partners
Arkansas
$2.67K +$266 +1 +10%
MAS
349
MPWM Advisory Solutions
Georgia
$2.67K +$2.93K +11 New
CFGS
350
Concourse Financial Group Securities
Alabama
$2.55K – – –
12 13
14
15 16