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Western Union
WU

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
526
YorkBridge Wealth Partners
New York
$3K – – –
FHA
527
Flagship Harbor Advisors
Massachusetts
$3K +$2.16K +120 +267%
C
528
Cerebellum
California
$3K +$2.71K +151 New
SWA
529
Sutton Wealth Advisors
Florida
$2.44K – – –
FC
530
Ferris Capital
Massachusetts
$2K -$1.31K -73 -40%
CIR
531
Clear Investment Research
Georgia
$2K – – –
MFT
532
Moisand Fitzgerald Tamayo
Florida
$2K – – –
SIS
533
Sound Income Strategies
Florida
$2K – – –
TFO
534
Tarbox Family Office
California
$2K – – –
VCM
535
Versant Capital Management
Arizona
$2K +$521 +29 +24%
CI
536
CX Institutional
Indiana
$2K +$1.74K +97 New
TFS
537
TrustCore Financial Services
Tennessee
$2K +$1.94K +108 New
KFS
538
Kelly Financial Services
Massachusetts
$1.85K +$1.8K +100 New
IA
539
IFP Advisors
Florida
$1K -$103K -5,748 -100%
AWM
540
Avior Wealth Management
Nebraska
$1K -$7.19K -400 -88%
BCA
541
Berman Capital Advisors
Georgia
$1K -$1.6K -89 -51%
OFW
542
Omnia Family Wealth
Florida
$1K – – –
OIA
543
OneDigital Investment Advisors
Kansas
$1K – – –
WAS
544
Winch Advisory Services
Wisconsin
$1K +$18 +1 +2%
NR
545
Newfound Research
Massachusetts
$1K +$270 +15 +56%
BWM
546
Baystate Wealth Management
Massachusetts
$1K +$899 +50 New
FGAM
547
Financial Gravity Asset Management
Texas
$1K +$1.15K +64 New
LAM
548
Lyrical Asset Management
New York
– -$221M -12,975,188 Closed
ACM
549
Abrams Capital Management
Massachusetts
– -$178M -10,434,763 Closed
SCP
550
Seizert Capital Partners
Michigan
– -$24.2M -1,420,672 Closed
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