Ticker: WCMI CUSIP: 33733E732 Class: WCM INTL EQUITY
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| KINTRA WEALTH, LLC | 1,534,543 | $26,103 |
| Ferguson Shapiro LLC | 752,171 | $12,794 |
| Koshinski Asset Management, Inc. | 1,569,342 | $26,695 |
| SRS Capital Advisors, Inc. | 535,845 | $9,115 |
| INSPIRION WEALTH ADVISORS, LLC | 29,038 | $494 |
| AlTi Global, Inc. | 136,577 | $2,323 |
| Kingdom Financial Group LLC. | 10,474 | $178 |
| CRUX WEALTH ADVISORS | 10,259 | $175 |
| Triad Wealth Partners, LLC | 27,536 | $468 |
| EASTERN BANK | 104,017 | $1,769 |
| MGO ONE SEVEN LLC | 79,544 | $1,353 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 80,585 | $1,371 |
| Bank of New York Mellon Corp | 2,452,200 | $41,712 |
| Cornerstone Wealth Management, LLC | 17,650 | $300 |
| IFG Advisory, LLC | 14,418 | $245 |
| Waverly Advisors, LLC | 43,154 | $734 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6,923 | $118 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 7,353 | $125 |
| Integrity Financial Corp /WA | 1,168 | $20 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11,908 | $203 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Commonwealth Financial Services, LLC | 508,896 | 544,972 | +36,076 (+7.1%) |
| Private Wealth Asset Management, LLC | 5,638 | 123,340 | +117,702 (+2087.7%) |
| Capital Investment Counsel, LLC | 533,772 | 557,128 | +23,356 (+4.4%) |
| Fiduciary Trust Co | 2,194,120 | 2,753,536 | +559,416 (+25.5%) |
| Blackhawk Capital Partners LLC. | 94,557 | 104,583 | +10,026 (+10.6%) |
| Advyzon Investment Management, LLC | 49,287 | 89,671 | +40,384 (+81.9%) |
| Meridian Wealth Management, LLC | 247,001 | 324,196 | +77,195 (+31.3%) |
| Meadow Creek Wealth Advisors LLC | 20,734 | 25,743 | +5,009 (+24.2%) |
| Garden State Investment Advisory Services LLC | 17,500 | 32,425 | +14,925 (+85.3%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 131,334 | 1,177,458 | +1,046,124 (+796.5%) |
| BARRETT & COMPANY, INC. | 30,100 | 36,100 | +6,000 (+19.9%) |
| Farther Finance Advisors, LLC | 49,618 | 161,655 | +112,037 (+225.8%) |
| American Institute for Advanced Investment Management, LLP | 41,845 | 43,603 | +1,758 (+4.2%) |
| Optivise Advisory Services LLC | 12,358 | 15,274 | +2,916 (+23.6%) |
| DAYMARK WEALTH PARTNERS, LLC | 108,822 | 145,763 | +36,941 (+33.9%) |
| BKA Wealth Consulting, Inc. | 31,064 | 32,192 | +1,128 (+3.6%) |
| Coppell Advisory Solutions LLC | 81,254 | 92,459 | +11,205 (+13.8%) |
| Cambridge Advisors Inc. | 63,225 | 68,754 | +5,529 (+8.7%) |
| RAYMOND JAMES FINANCIAL INC | 1,778,610 | 3,235,498 | +1,456,888 (+81.9%) |
| Rockefeller Capital Management L.P. | 351,669 | 702,109 | +350,440 (+99.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| McCarthy & Cox | 1,543,602 | 26,464 | -1,517,138 (-98.3%) |
| Prism Advisors, Inc. | 1,156,819 | 1,137,920 | -18,899 (-1.6%) |
| WESPAC Advisors SoCal, LLC | 744,071 | 731,326 | -12,745 (-1.7%) |
| Golden State Equity Partners | 134,671 | 59,332 | -75,339 (-55.9%) |
| OBSIDIAN CIO, LLC | 22,638 | 375 | -22,263 (-98.3%) |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 32,120 | 30,078 | -2,042 (-6.4%) |
| Financial Gravity Asset Management, Inc. | 10,800 | 1,483 | -9,317 (-86.3%) |
| WORLD EQUITY GROUP, INC. | 65,874 | 63,054 | -2,820 (-4.3%) |
| IFP Advisors, Inc | 636,090 | 618,014 | -18,076 (-2.8%) |
| Triumph Capital Management | 67,500 | 65,000 | -2,500 (-3.7%) |
| NewEdge Wealth, LLC | 988,922 | 961,500 | -27,422 (-2.8%) |
| JANE STREET GROUP, LLC | 404,076 | 121,569 | -282,507 (-69.9%) |
| WILLNER & HELLER, LLC | 18,775 | 18,331 | -444 (-2.4%) |
| GENTRY PRIVATE WEALTH, LLC | 14,604 | 14,123 | -481 (-3.3%) |
| Prospera Financial Services Inc | 420,351 | 413,804 | -6,547 (-1.6%) |
| Fifth Third Securities, Inc. | 41,213 | 40,673 | -540 (-1.3%) |
| GoalVest Advisory LLC | 823 | 627 | -196 (-23.8%) |
| PRIVATE TRUST CO NA | 1,811 | 1,720 | -91 (-5.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| RPS ADVISORY SOLUTIONS LLC | 33,205 | $560 |
| GTS SECURITIES LLC | 141,100 | $2,380 |
| GPS Wealth Strategies Group, LLC | 21,124 | $356 |
| BANK OF AMERICA CORP /DE/ | 4,623 | $78 |
| PRINCIPAL SECURITIES, INC. | 2,212 | $37 |