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WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
2526
Mayflower Financial Advisors
Massachusetts
$257K +$13.1K +276 +6%
SDWMA
2527
Schneider Downs Wealth Management Advisors
Pennsylvania
$257K – – –
SWM
2528
SFG Wealth Management
Maryland
$256K +$142 +3 +0.1%
CWM
2529
Centurion Wealth Management
Virginia
$256K -$427 -9 -0.2%
WWM
2530
Windsor Wealth Management
Indiana
$255K – – –
AWM
2531
Avaii Wealth Management
Wisconsin
$255K +$32.3K +681 +15%
LA
2532
Legacy Advisors
Pennsylvania
$254K +$32.7K +690 +15%
JWBC
2533
J.W. Burns & Co
New York
$254K +$3.56K +75 +1%
CCFM
2534
Clear Creek Financial Management
Washington
$254K -$25.2K -531 -9%
TA
2535
TrueWealth Advisors
Alabama
$253K -$125K -2,625 -34%
PA
2536
Parkside Advisors
California
$253K +$2.56K +54 +1%
MF
2537
Montis Financial
Massachusetts
$253K – – –
PS
2538
Planned Solutions
California
$253K +$19.4K +408 +9%
SEP
2539
Southland Equity Partners
Missouri
$253K +$4.27K +90 +2%
MFT
2540
Moisand Fitzgerald Tamayo
Florida
$252K -$194K -4,092 -44%
GAG
2541
GM Advisory Group
New York
$252K +$9.26K +195 +4%
SC
2542
Sawyer & Company
Massachusetts
$252K -$4.56K -96 -2%
BWAM
2543
Boyd Watterson Asset Management
Ohio
$252K – – –
OWA
2544
One Wealth Advisors
California
$251K +$122K +2,574 +102%
CRG
2545
Cornerstone Retirement Group
Nevada
$251K – – –
BWM
2546
BlackDiamond Wealth Management
New York
$251K +$25.6K +540 +12%
AWA
2547
Alta Wealth Advisors
Massachusetts
$250K +$142 +3 +0.1%
NCM
2548
NCM Capital Management
New Jersey
$250K -$73.8K -1,554 -23%
GHA
2549
Granite Harbor Advisors
Texas
$250K +$241K +5,082 New
CFO
2550
Collective Family Office
Pennsylvania
$249K +$240K +5,058 New
100 101
102
103 104