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WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2076
Carolina Wealth Advisors
South Carolina
$26K – – –
JPLA
2077
Joseph P. Lucia & Associates
New York
$26K +$11.4K +297 +76%
LD
2078
Lipe & Dalton
New York
$25K – – –
OAJ
2079
Ogorek Anthony Joseph
New York
$25K – – –
FGAM
2080
Financial Gravity Asset Management
Texas
$24.8K +$119K +3,087 +581%
CCM
2081
Cox Capital Management
Massachusetts
$24K +$23.1K +600 New
CT
2082
Clearstead Trust
Maine
$23K – – –
RWG
2083
Regal Wealth Group
California
$23K +$115 +3 +0.5%
RBC
2084
Roble Belko & Company
Pennsylvania
$23K +$115 +3 +0.5%
LSA
2085
Lion Street Advisors
Texas
$23K +$23.2K +603 New
AC
2086
AlphaCore Capital
California
$21K +$21.6K +561 New
FA
2087
Fortis Advisors
Pennsylvania
$20K +$20.2K +525 New
TA
2088
Thor Advisors
New York
$20K +$20.5K +534 New
PW
2089
Price Wealth
Texas
$19K +$9.46K +246 +96%
IAS
2090
IMA Advisory Services
Colorado
$18K -$15K -390 -45%
SFA
2091
Semmax Financial Advisors
North Carolina
$17K -$4.27K -111 -20%
CDIA
2092
Capital Directions Investment Advisors
Georgia
$17K – – –
CP
2093
Corbenic Partners
Pennsylvania
$15K -$11K -285 -43%
VCS
2094
Vaughan & Co Securities
New Jersey
$14.2K – – –
SIA
2095
Sit Investment Associates
Minnesota
$14K – – –
EWM
2096
Elmwood Wealth Management
California
$13.2K +$17.1K +444 New
RFWA
2097
RPg Family Wealth Advisory
Massachusetts
$13.1K – – –
PCFFS
2098
Pacific Center for Financial Services
California
$13K – – –
JWM
2099
Janiczek Wealth Management
Colorado
$12K – – –
RIA
2100
RPG Investment Advisory
California
$11K – – –
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