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WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2676
CapWealth Advisors
Tennessee
$700K -$228K -2,626 -25%
BA
2677
Bristlecone Advisors
Washington
$700K – – –
BCB
2678
Brian C. Broderick
$699K +$268K +3,090 +66%
SDWMA
2679
Schneider Downs Wealth Management Advisors
Pennsylvania
$699K -$34.4K -396 -5%
IWA
2680
IBEX Wealth Advisors
New Jersey
$699K +$671K +7,733 New
SWP
2681
Significant Wealth Partners
Illinois
$698K -$37.4K -431 -5%
CWMGP
2682
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$697K -$21.9K -252 -3%
WCF
2683
West Coast Financial
California
$695K – – –
BSSFA
2684
Baron Silver Stevens Financial Advisors
Florida
$695K +$17.4K +200 +3%
EPIMS
2685
Evelyn Partners Investment Management Services
$695K +$667K +7,692 New
CAWM
2686
Capital Advisors Wealth Management
Washington
$695K +$143K +1,647 +27%
MAG
2687
M3 Advisory Group
Massachusetts
$694K -$34.4K -396 -5%
OIS
2688
Okabena Investment Services
Minnesota
$694K – – –
GJIA
2689
Glass Jacobson Investment Advisors
Maryland
$691K +$143K +1,650 +28%
FCCM
2690
First City Capital Management
Georgia
$691K – – –
SAM
2691
Synergy Asset Management
Washington
$690K +$685K +7,890 New
CP
2692
Castleview Partners
Texas
$690K -$781 -9 -0.1%
FFA
2693
Fi3 Financial Advisors
Indiana
$689K +$20.6K +237 +3%
JWM
2694
Jacksonville Wealth Management
Florida
$688K +$661K +7,620 New
1IA
2695
1620 Investment Advisors
Massachusetts
$684K +$19.8K +228 +3%
MWM
2696
Manske Wealth Management
Texas
$683K +$656K +7,555 New
BAM
2697
BOS Asset Management
Illinois
$683K -$8.33K -96 -1%
PA
2698
Pineridge Advisors
Missouri
$679K +$82.7K +953 +15%
PA
2699
Persium Advisors
Georgia
$679K +$652K +7,512 New
LS
2700
Leelyn Smith
Illinois
$678K -$93.8K -1,081 -13%
106 107
108
109 110