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WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
3351
Sit Investment Associates
Minnesota
$86K – – –
IHWM
3352
Iron Horse Wealth Management
Iowa
$85.8K +$30.8K +420 +65%
CSWM
3353
Cassady Schiller Wealth Management
Ohio
$82.6K – – –
CCA
3354
Criterion Capital Advisors
Tennessee
$82.1K – – –
MBFW
3355
Morton Brown Family Wealth
Pennsylvania
$78.9K +$22K +300 +44%
USB
3356
Union Savings Bank
Connecticut
$78.6K +$7.34K +100 +11%
LFA
3357
LGT Financial Advisors
Texas
$74.6K +$147 +2 +0.2%
PSB
3358
Piscataqua Savings Bank
New Hampshire
$72.7K +$7.71K +105 +13%
LWA
3359
Lowe Wealth Advisors
Maryland
$72.4K +$12.1K +165 +23%
HMS
3360
Hanseatic Management Services
New Mexico
$72.2K +$65.7K +894 New
GIS
3361
Grayhawk Investment Strategies
Alberta, Canada
$72.2K – – –
FWA
3362
FSC Wealth Advisors
New York
$70.7K +$20.2K +275 +46%
PWMG
3363
Private Wealth Management Group
New Jersey
$68.8K – – –
SL
3364
Salomon & Ludwin
Virginia
$68.1K -$10.9K -149 -15%
TWD
3365
True Wealth Design
Ohio
$67.5K – – –
HB
3366
Horizon Bancorp
Indiana
$66K -$5.95K -81 -9%
IWP
3367
IAG Wealth Partners
Wisconsin
$65K -$7.93K -108 -12%
NC
3368
NewSquare Capital
Pennsylvania
$64.9K +$59K +804 New
T
3369
Tidemark
California
$60.9K +$3.97K +54 +8%
APW
3370
Atlantic Private Wealth
North Carolina
$60.6K +$44.1K +600 +400%
TIM
3371
Thompson Investment Management
Wisconsin
$60.1K – – –
IRAG
3372
Investment Research & Advisory Group
Georgia
$55.5K +$15.6K +213 +45%
OAJ
3373
Ogorek Anthony Joseph
New York
$55K +$73 +1 +0.1%
CWM
3374
Cedar Wealth Management
California
$54.7K – – –
TAM
3375
Tucker Asset Management
Colorado
$54.6K -$124K -1,688 -71%
133 134
135
136 137