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West Pharmaceutical
WST

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
601
Ten Capital Wealth Advisors
Washington
$6K +$7.62K +25 New
GI
602
Gradient Investments
Minnesota
$6K +$7.92K +26 New
GFPC
603
Global Financial Private Client
Florida
$5.63K – – –
BTI
604
Blue Trust Inc
Georgia
$5K -$914 -3 -16%
MUMSS
605
Mitsubishi UFJ Morgan Stanley Securities
Japan
$5K – – –
RA
606
Rational Advisors
New York
$5K +$305 +1 +5%
RWM
607
Raffa Wealth Management
District of Columbia
$4.18K – – –
SSG
608
Summit Securities Group
New York
$4K -$42K -138 -89%
JWA
609
JFS Wealth Advisors
Pennsylvania
$4K -$6.4K -21 -55%
LCM
610
Logan Capital Management
Pennsylvania
$4K -$2.74K -9 -35%
CAC
611
Core Alternative Capital
Georgia
$4K – – –
RIM
612
Ranger Investment Management
Texas
$4K – – –
PWMG
613
Prestige Wealth Management Group
New Jersey
$4K +$1.52K +5 +50%
AIM
614
Anchor Investment Management
South Carolina
$3.2K – – –
PPWM
615
PFG Private Wealth Management
Florida
$3K – – –
CA
616
Crewe Advisors
Utah
$3K +$3.35K +11 New
MDCM
617
Morgan Dempsey Capital Management
Wisconsin
$3K +$4.26K +14 New
BC
618
Bartlett & Co
Ohio
$2K -$2.74K -9 -56%
DI
619
Disciplined Investments
Oklahoma
$2K – – –
VCM
620
Versant Capital Management
Arizona
$2K – – –
BCWM
621
Bartlett & Co Wealth Management
Ohio
$1.72K -$2.74K -9 -56%
FSWA
622
Financial Synergies Wealth Advisors
Texas
$1.23K +$1.52K +5 New
SC
623
Schubert & Co
Texas
$1K -$3.05K -10 -67%
BWM
624
Baystate Wealth Management
Massachusetts
$1K – – –
CAM
625
ClariVest Asset Management
California
$1K – – –
23 24
25
26 27