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WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
3026
Bluesphere Advisors
Pennsylvania
$533K +$100 +1 +0%
BTWM
3027
Baker Tilly Wealth Management
Wisconsin
$533K +$50.6K +508 +11%
BA
3028
Ballew Advisors
Mississippi
$533K +$199 +2 +0%
MA
3029
MBA Advisors
Pennsylvania
$533K -$8.36K -84 -2%
ACP
3030
Arcus Capital Partners
Georgia
$532K +$52.1K +523 +11%
IFPG
3031
Intrepid Financial Planning Group
Indiana
$531K – – –
BFG
3032
Bouchey Financial Group
New York
$530K -$597 -6 -0.1%
WPWM
3033
Western Pacific Wealth Management
Illinois
$530K – – –
SA
3034
Sylvest Advisors
Texas
$529K -$49.8K -500 -9%
RA
3035
Riversedge Advisors
Delaware
$529K +$511K +5,132 New
PA
3036
PSI Advisors
Florida
$528K – – –
BWM
3037
Birchcreek Wealth Management
Ohio
$528K – – –
HGWM
3038
Horst & Graben Wealth Management
Oregon
$527K +$199 +2 +0%
WFA
3039
Wellspring Financial Advisors
Ohio
$527K -$103K -1,034 -17%
AAS
3040
AdviceOne Advisory Services
Connecticut
$527K – – –
SCM
3041
Stordahl Capital Management
Colorado
$527K -$100 -1 -0%
SW
3042
SMART Wealth
Nebraska
$526K -$1.43M -14,386 -74%
JWBC
3043
J.W. Burns & Co
New York
$526K +$2.89K +29 +0.6%
PHIC
3044
Pine Haven Investment Counsel
Massachusetts
$526K +$34.7K +349 +7%
NCM
3045
Nelson Capital Management
California
$525K – – –
BWFA
3046
Baltimore-Washington Financial Advisors
Maryland
$525K +$100 +1 +0%
HR
3047
Howe & Rusling
New York
$525K +$3.09K +31 +0.6%
CP
3048
Clarendon Private
Massachusetts
$524K +$114K +1,146 +29%
HHWM
3049
Hiley Hunt Wealth Management
Nebraska
$523K +$100 +1 +0%
V
3050
VeraBank
Texas
$523K +$50.6K +508 +11%
120 121
122
123 124