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WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2101
Sit Investment Associates
Minnesota
$14K – – –
EWM
2102
Elmwood Wealth Management
California
$13.2K +$17.1K +444 New
RFWA
2103
RPg Family Wealth Advisory
Massachusetts
$13.1K – – –
PCFFS
2104
Pacific Center for Financial Services
California
$13K – – –
JWM
2105
Janiczek Wealth Management
Colorado
$12K – – –
RIA
2106
RPG Investment Advisory
California
$11K – – –
SL
2107
Salomon & Ludwin
Virginia
$11K – – –
SSWG
2108
Seven Springs Wealth Group
Tennessee
$11K – – –
TJHA
2109
Thomas J. Herzfeld Advisors
Florida
$11K – – –
VEA
2110
Virtus ETF Advisers
New York
$11K +$11.2K +291 New
FEG
2111
Financial Enhancement Group
Indiana
$9K -$44.2K -1,149 -83%
HWM
2112
HighMark Wealth Management
Minnesota
$7K – – –
IWP
2113
IAG Wealth Partners
Wisconsin
$7K – – –
MIM
2114
Macroview Investment Management
Maryland
$6K – – –
EWA
2115
Evolution Wealth Advisors
Florida
$4K -$21.3K -555 -85%
OFG
2116
OmniStar Financial Group
North Carolina
$4K +$3.81K +99 New
PCA
2117
Providence Capital Advisors
North Carolina
$3K -$70K -1,821 -95%
DTIM
2118
Danda Trouve Investment Management
Kansas
$3K -$11.5K -300 -80%
LGWM
2119
Litman Gregory Wealth Management
California
$3K -$4.62K -120 -57%
BCM
2120
Brooktree Capital Management
Michigan
$2K – – –
HI
2121
Human Investing
Oregon
$1K -$64.3K -1,671 -99%
TFA
2122
Transamerica Financial Advisors
Florida
$1K +$115 +3 +25%
WIM
2123
Westside Investment Management
California
$139 +$142K +3,687 New
CSIA
2124
Charles Schwab Investment Advisory
California
– -$377M -9,513,141 Closed
ELC
2125
Edgar Lomax Company
Virginia
– -$52.2M -1,316,688 Closed
83 84
85
86 87