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WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
3051
Financial Synergies Wealth Advisors
Texas
$15.6K -$53.5K -1,011 -75%
RG
3052
Retirement Group
California
$14.6K – – –
SWM
3053
Sanctuary Wealth Management
Idaho
$14.2K – – –
CJ
3054
Caitlin John
Michigan
$13.9K +$14K +264 New
LFA
3055
Legend Financial Advisors
Pennsylvania
$13.6K – – –
CQS
3056
Credential Qtrade Securities
$12.9K +$9.21K +174 +242%
LAM
3057
Lummis Asset Management
Texas
$12.3K +$12.4K +234 New
VAMG
3058
Voisard Asset Management Group
Michigan
$11.8K +$11.9K +225 New
IHWM
3059
Iron Horse Wealth Management
Iowa
$11.7K – – –
HWM
3060
HighMark Wealth Management
Minnesota
$10.7K -$3.65K -69 -25%
PPWM
3061
PFG Private Wealth Management
Florida
$10.6K -$111K -2,103 -91%
SCA
3062
Stuart Chaussee & Associates
California
$9.77K +$9.84K +186 New
VWA
3063
Valued Wealth Advisors
Utah
$9.12K +$9.05K +171 New
BOC
3064
Bull Oak Capital
California
$8.67K – – –
TWP
3065
TFO Wealth Partners
Ohio
$8.67K – – –
TIM
3066
Tortoise Investment Management
New York
$8.51K – – –
APW
3067
Atlantic Private Wealth
North Carolina
$7.88K – – –
LG
3068
LAM Group
Oregon
$7.88K – – –
DWMG
3069
DB Wealth Management Group
California
$7.41K – – –
NMM
3070
Naples Money Management
Florida
$6.7K +$6.83K +129 New
LPP
3071
Life Planning Partners
Florida
$6.31K +$6.35K +120 New
EAM
3072
Eukles Asset Management
Ohio
$5.99K – – –
PP
3073
PFS Partners
New Jersey
$5.9K – – –
DCM
3074
Davidson Capital Management
Texas
$5.68K +$5.71K +108 New
BCA
3075
Bray Capital Advisors
Florida
$4.89K +$1.27K +24 +35%
121 122
123
124 125