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WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
3051
Evolution Wealth Advisors
Florida
$667K +$37.2K +300 +5%
MFC
3052
Morris Financial Concepts
South Carolina
$665K – – –
DWG
3053
Darden Wealth Group
Michigan
$665K +$8.94K +72 +1%
NPT
3054
National Philanthropic Trust
Pennsylvania
$663K +$156K +1,258 +27%
BC
3055
BDFS Capital
Delaware
$663K -$37.5K -302 -5%
WAG
3056
Wheelhouse Advisory Group
Missouri
$663K +$46.1K +371 +7%
TFA
3057
Transamerica Financial Advisors
Florida
$663K +$153K +1,230 +27%
SPWM
3058
Spartan Planning & Wealth Management
North Carolina
$663K -$615K -4,950 -46%
CTA
3059
Chesley Taft & Associates
Illinois
$662K +$88.3K +711 +14%
IA
3060
IFG Advisors
Missouri
$661K – – –
OCM
3061
Orleans Capital Management
Louisiana
$661K +$497K +4,002 +219%
AWM
3062
Atticus Wealth Management
Florida
$660K +$5.71K +46 +0.8%
MWM
3063
MOR Wealth Management
Pennsylvania
$660K +$283K +2,276 +64%
WCP
3064
Wick Capital Partners
Pennsylvania
$659K -$192K -1,547 -21%
SIA
3065
Serenity Investment Advisors
Illinois
$659K +$20.6K +166 +3%
AWA
3066
AGH Wealth Advisors
Kansas
$658K -$248 -2 -0%
CA
3067
Capital Advantage
California
$657K -$22.7K -183 -3%
JWBC
3068
J.W. Burns & Co
New York
$657K +$79.5K +640 +12%
ST
3069
Sentinel Trust
Texas
$656K – – –
BWP
3070
Baldwin Wealth Partners
Massachusetts
$654K – – –
CMTU
3071
Capital Markets Trading (UK)
United Kingdom
$653K +$716K +5,767 New
HFAS
3072
Hummer Financial Advisory Services
Illinois
$653K – – –
CWM
3073
Centurion Wealth Management
Virginia
$653K -$335K -2,702 -32%
LCA
3074
Legend Capital Advisors
New York
$651K – – –
ES
3075
Eagle Strategies
New York
$649K +$9.56K +77 +1%
121 122
123
124 125