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Westlake Corp
WLK

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
326
EverSource Wealth Advisors
Alabama
$3.09K +$141 +1 +5%
VNA
327
Valley National Advisers
Pennsylvania
$3K – – –
SIC
328
SJS Investment Consulting
Ohio
$2.9K +$141 +1 +6%
SIS
329
Sound Income Strategies
Florida
$2.29K – – –
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$1.99K – – –
DWA
331
Delos Wealth Advisors
Texas
$1.83K +$1.69K +12 New
DPW
332
DiNuzzo Private Wealth
Pennsylvania
$1.38K – – –
RWM
333
Raffa Wealth Management
District of Columbia
$1.38K – – –
UB
334
UMB Bank
Missouri
$1.38K +$1.27K +9 New
CAC
335
Core Alternative Capital
Georgia
$1.07K -$14.1K -100 -93%
AF
336
Advisornet Financial
Minnesota
$1.07K -$2.96K -21 -75%
PCM
337
Penserra Capital Management
California
$1K -$182K -1,296 -99%
AF
338
Allworth Financial
California
$917 -$563 -4 -40%
RCM
339
Raleigh Capital Management
North Carolina
$917 +$141 +1 +20%
TWD
340
True Wealth Design
Ohio
$764 +$282 +2 +67%
VWA
341
Valued Wealth Advisors
Utah
$612 +$563 +4 New
A
342
AlphaQuest
New York
$611 +$563 +4 New
BTI
343
Blue Trust Inc
Georgia
$611 +$563 +4 New
S
344
Sachetta
Massachusetts
$560 – – –
TWP
345
TFO Wealth Partners
Ohio
$306 – – –
AWM
346
Abound Wealth Management
Tennessee
$156 – – –
TFM
347
TFC Financial Management
Massachusetts
$153 +$141 +1 New
SCP
348
Soroban Capital Partners
New York
– -$122M -871,479 Closed
SC
349
Samlyn Capital
New York
– -$55M -393,294 Closed
WC
350
Winmill & Co
New Hampshire
– -$9.8M -70,000 Closed
12 13
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