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WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1001
Valued Wealth Advisors
Utah
$33K – – –
CFFP
1002
Center for Financial Planning
Michigan
$32K – – –
VNA
1003
Valley National Advisers
Pennsylvania
$32K -$443 -5 -1%
PFPT
1004
Pinnacle Financial Partners (Tennessee)
Tennessee
$31.5K – – –
PFSC
1005
Peoples Financial Services Corp
Pennsylvania
$31.4K – – –
C
1006
Covestor
United Kingdom
$30K -$266 -3 -1%
CT
1007
Coastline Trust
Rhode Island
$29.3K +$27K +305 New
SCM
1008
Silvant Capital Management
Georgia
$27.9K – – –
APW
1009
Atlantic Private Wealth
North Carolina
$26.9K +$177 +2 +0.7%
ADL
1010
Asset Dedication LLC
California
$26.5K – – –
SIS
1011
Sound Income Strategies
Florida
$26.1K -$8.15K -92 -25%
PMFA
1012
Plante Moran Financial Advisors
Michigan
$25.4K +$709 +8 +3%
PGAM
1013
Princeton Global Asset Management
New Jersey
$24.9K +$89 +1 +0.4%
JIP
1014
Jaffetilchin Investment Partners
Florida
$24K +$22.2K +250 New
CPA
1015
Capital Performance Advisors
California
$23.6K +$21.7K +245 New
CBT
1016
CoreFirst Bank & Trust
Kansas
$23.6K +$21.7K +245 New
CFB
1017
Cullen/Frost Bankers
Texas
$23.5K +$3.46K +39 +19%
WOC
1018
West Oak Capital
California
$23.3K +$666K +7,520 +45%
TFIPS
1019
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.1K – – –
MHR
1020
Matthew Hamilton Rosenberg
$22.1K – – –
SC
1021
Stephens Consulting
Michigan
$21.9K – – –
BWAM
1022
Boyd Watterson Asset Management
Ohio
$21.9K – – –
AF
1023
Arrow Financial
New York
$21.6K -$2.22K -25 -10%
AWM
1024
Atticus Wealth Management
Florida
$20.2K -$886 -10 -5%
FFO
1025
Fortitude Family Office
Arizona
$20.2K +$11.5K +130 +163%
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