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WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
2926
Oceanside Advisors
South Carolina
$238K -$28K -489 -11%
TFF
2927
The Family Firm
Maryland
$238K +$458 +8 +0.2%
AFS
2928
Annapolis Financial Services
Maryland
$237K -$297K -5,190 -57%
LEA
2929
Legacy Edge Advisors
New York
$237K -$908K -15,869 -80%
VSQM
2930
V-Square Quantitative Management
Illinois
$236K – – –
FA
2931
Fermata Advisors
California
$236K -$315K -5,497 -58%
BWFA
2932
Baltimore-Washington Financial Advisors
Maryland
$236K +$224K +3,918 New
MIP
2933
Marietta Investment Partners
Wisconsin
$236K – – –
LA
2934
Latitude Advisors
Florida
$235K -$19.7K -345 -8%
WIA
2935
Westbourne Investment Advisors
Maryland
$235K +$223K +3,904 New
PRI
2936
Prepared Retirement Institute
Pennsylvania
$235K – – –
APW
2937
Acima Private Wealth
Virginia
$235K – – –
PHWM
2938
Pine Harbor Wealth Management
Maryland
$234K -$82.7K -1,446 -27%
PCMC
2939
Private Capital Management (Colorado)
Colorado
$233K -$1.03K -18 -0.5%
AW
2940
Alaethes Wealth
Nevada
$232K -$3.38K -59 -2%
GWP
2941
Gateway Wealth Partners
Wisconsin
$232K -$42.8K -748 -16%
NEPPG
2942
New England Professional Planning Group
Rhode Island
$231K -$687 -12 -0.3%
AIMA
2943
Ables Iannone Moore & Associates
Georgia
$231K – – –
SFS
2944
Searcy Financial Services
Kansas
$231K +$57 +1 +0%
GFG
2945
Goldstone Financial Group
Illinois
$230K -$5.04K -88 -2%
CWA
2946
Consilio Wealth Advisors
Washington
$230K +$219K +3,820 New
LP
2947
LGL Partners
Pennsylvania
$230K -$13.7K -240 -6%
PWM
2948
Palumbo Wealth Management
New York
$228K -$2.29K -40 -1%
TS
2949
Tamar Securities
California
$228K +$217K +3,790 New
PDL
2950
Portfolio Design Labs
California
$228K -$1.46M -25,593 -87%
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118
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