Hedge Fund Database

PROSPERITY - AN EISNERAMPER COMPANY

THE PROSPERITY CONSULTING GROUP, LLC Legal Name

Adviser information for PROSPERITY - AN EISNERAMPER COMPANY last updated from Form ADV on February 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 38
Investment Advisory/Research 31
Registered Broker-Dealer Representatives 29
Registered State Investment Advisers 25
Licensed Agents of an Insurance Company 13
No. of Firms/People that Solicit Clients 3

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,270 $1.1B
Non-Discretionary 1 $9,069
Total 2,271 $1.1B

Clients

Type Number RAUM
Individuals 525 $203.5M
HNW Individuals 298 $833.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 8 $5.6M
Charitable organizations 12 $20.7M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 5 $4.5M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-96321
SEC ERA File Number 801-96321
SEC CIK Numbers 1910398
SEC CRD Numbers 133777
Legal Entity Identifier None

Principal Office

10065 RED RUN BOULEVARD
SUITE 200
OWINGS MILLS
MD
United States
Monday - Friday, 8:30AM-5:00PM
Tel: 410-363-7211, Fax: 1-443-451-8381

Websites

www.facebook.com/prosperityconsult/ www.prosperityconsult.com www.linkedin.com/company/prosperityea/mycompany/ prosperityea.com/

Chief Compliance Officer

DONNA GESTL
SENIOR VICE PRESIDENT
10065 RED RUN BOULEVARD
SUITE 200
OWINGS MILLS
MD
United States
Tel: 410.363.7211
Fax: 1-443-451-8381
(Full email address available in API data)

Regulatory Contact

J. STEVEN PARKER
OUTSIDE COMPLIANCE ATTORNEY
2987 CLAIRMONT RD
#200
ATLANTA
GA
United States
Tel: 404-490-4060
(Full email address available in API data)

Industry Affiliates

EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC Other investment adviser, including financial planners
EISNERAMPER, LLP Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GESTL, DONNA, CAROL Individual – CCO 01/2006 < 5%
EAG WEALTH MANAGEMENT STRATEGIES, LLC Domestic Entity – MEMBER 10/2022 > 75%
EISNER ADVISORY GROUP, LLC Domestic Entity EAG WEALTH MANAGEMENT STRATEGIES, LLC MEMBER 10/2022 > 75%
EAG INC. Domestic Entity EISNER ADVISORY HOLDCO LLC SHAREHOLDER 10/2022 > 75%
EAG HOLDINGS L.P. Domestic Entity EAG TOP INTERMEDIATE HOLDINGS, INC. SHAREHOLDER 10/2022 > 75%
TI V EAG INVESTMENT AGGREGATOR, L.P. Domestic Entity EAG HOLDINGS L.P. SHAREHOLDER 10/2022 > 75%
EISNER ADVISORY HOLDCO LLC Domestic Entity EISNER ADVISORY GROUP, LLC SHAREHOLDER 10/2022 > 75%
EAG SUB INTERMEDIATE HOLDINGS, INC. Domestic Entity EAG INC. SHAREHOLDER 10/2022 > 75%
EAG TOP INTERMEDIATE HOLDINGS, INC. Domestic Entity EAG SUB INTERMEDIATE HOLDINGS, INC. SHAREHOLDER 10/2022 > 75%
EAG GP, LLC Domestic Entity EAG HOLDINGS L.P. GENERAL PARTNER 10/2022
HOFFMAN, DONALD, NATHAN Individual – REGIONAL PRESIDENT 01/2000 < 5%
Martin, Michele, L Individual – PRESIDENT 07/2023 < 5%
TOWERBROOK INVESTORS V (ONSHORE), L.P. Domestic Entity TI V EAG INVESTMENT AGGREGATOR, L.P. SHAREHOLDER 10/2022 50-75%

No. Employees, Historic

4020020202021202220232024202512 on 3/20/202012 on 6/5/202012 on 6/25/202012 on 6/30/202012 on 8/26/202013 on 3/3/202113 on 6/10/202113 on 9/13/202116 on 1/31/202216 on 2/10/202216 on 11/10/202211 on 3/31/202311 on 4/14/202311 on 6/12/202311 on 6/30/202311 on 8/4/202311 on 8/16/202311 on 9/12/202311 on 11/15/202338 on 2/23/2024

RAUM, Historic

2B1B0202020212022202320242025271528539 on 3/20/2020271528539 on 6/5/2020271528539 on 6/25/2020271528539 on 6/30/2020271528539 on 8/26/2020334613485 on 3/3/2021334613485 on 6/10/2021334613485 on 9/13/2021386084966 on 1/31/2022386084966 on 2/10/2022386084966 on 11/10/2022406752762 on 3/31/2023406752762 on 4/14/2023406752762 on 6/12/2023406752762 on 6/30/2023406752762 on 8/4/2023406752762 on 8/16/2023406752762 on 9/12/2023406752762 on 11/15/20231067790947 on 2/23/2024

No. Clients, Historic

9004500202020212022202320242025384 on 3/20/2020384 on 6/5/2020384 on 6/25/2020384 on 6/30/2020384 on 8/26/2020416 on 3/3/2021416 on 6/10/2021416 on 9/13/2021458 on 1/31/2022458 on 2/10/2022458 on 11/10/2022490 on 3/31/2023490 on 4/14/2023490 on 6/12/2023490 on 6/30/2023490 on 8/4/2023490 on 8/16/2023490 on 9/12/2023490 on 11/15/2023848 on 2/23/2024

Holdings

From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
1 800 FLOWERS COM INC CL A 971K 102K –
3M CO COM 523K 5K –
ABBOTT LABS COM 949K 9K –
ABBVIE INC COM 4M 24K –
ACCENTURE PLC IRELAND SHS CLASS A 1M 5K –
ACCO BRANDS CORP COM 295K 63K –
ADOBE INC COM 341K 613 –
ADVANCED MICRO DEVICES INC COM 280K 2K –
AIR PRODS & CHEMS INC COM 3M 11K –
ALPHABET INC CAP STK CL A 6M 31K –
ALPHABET INC CAP STK CL C 3M 16K –
ALTRIA GROUP INC COM 594K 13K –
AMAZON COM INC COM 9M 48K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 3M 42K –
AMERICAN CENTY ETF TR INTL SMCP VLU 2M 37K –
AMERICAN ELEC PWR CO INC COM 284K 3K –
AMERICAN EXPRESS CO COM 2M 10K –
AMERICAN TOWER CORP NEW COM 201K 1K –
AMERICAN WTR WKS CO INC NEW COM 2M 19K –
AMERIPRISE FINL INC COM 891K 2K –
AMGEN INC COM 2M 6K –
APPLE INC COM 21M 98K –
APPLIED MATLS INC COM 657K 3K –
ARES MANAGEMENT CORPORATION CL A COM STK 5M 34K –
ARISTA NETWORKS INC COM 658K 2K –
ASML HOLDING N V N Y REGISTRY SHS 825K 807 –
AT&T INC COM 826K 43K –
AUTOMATIC DATA PROCESSING IN COM 4M 16K –
BANK AMERICA CORP COM 2M 53K –
BANK HAWAII CORP COM 218K 4K –
BANK NEW YORK MELLON CORP COM 2M 36K –
BAR HBR BANKSHARES COM 395K 15K –
BECTON DICKINSON & CO COM 215K 922 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 4M 9K –
BLACKROCK INC COM 650K 826 –
BLACKSTONE INC COM 721K 6K –
BOEING CO COM 505K 3K –
BONDBLOXX ETF TRUST BLOOMBERG SIX MN 3M 62K –
BOSTON SCIENTIFIC CORP COM 708K 9K –
BP PLC SPONSORED ADR 463K 13K –
BRIDGEWATER BANCSHARES INC COM 259K 22K –
BRISTOL-MYERS SQUIBB CO COM 340K 8K –
BRITISH AMERN TOB PLC SPONSORED ADR 2M 75K –
BROADCOM INC COM 5M 3K –
CATERPILLAR INC COM 2M 6K –
CHEVRON CORP NEW COM 1M 7K –
CHIPOTLE MEXICAN GRILL INC COM 227K 4K –
CHUBB LIMITED COM 254K 995 –
CINTAS CORP COM 499K 713 –
CISCO SYS INC COM 3M 64K –
CITIGROUP INC COM NEW 328K 5K –
CME GROUP INC COM 275K 1K –
COCA COLA CO COM 1M 21K –
COLGATE PALMOLIVE CO COM 327K 3K –
COMCAST CORP NEW CL A 597K 15K –
COMPASS DIVERSIFIED SH BEN INT 257K 12K –
CONOCOPHILLIPS COM 775K 7K –
CONSOLIDATED EDISON INC COM 544K 6K –
CONSTELLATION ENERGY CORP COM 716K 4K –
COSTCO WHSL CORP NEW COM 4M 5K –
CROWN CASTLE INC COM 221K 2K –
CSX CORP COM 441K 13K –
CVS HEALTH CORP COM 209K 4K –
DANAHER CORPORATION COM 419K 2K –
DEERE & CO COM 342K 915 –
DEXCOM INC COM 551K 5K –
DISNEY WALT CO COM 755K 8K –
DOMINION ENERGY INC COM 212K 4K –
DOW INC COM 454K 9K –
E L F BEAUTY INC COM 217K 1K –
EASTMAN CHEM CO COM 261K 3K –
EATON CORP PLC SHS 696K 2K –
ECOLAB INC COM 512K 2K –
ELI LILLY & CO COM 3M 3K –
EMERSON ELEC CO COM 500K 5K –
ESCALADE INC COM 400K 29K –
ETHAN ALLEN INTERIORS INC COM 304K 11K –
EVOLUTION PETE CORP COM 181K 34K –
EXELON CORP COM 369K 11K –
EXXON MOBIL CORP COM 7M 64K –
FASTENAL CO COM 211K 3K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 3M 75K –
FIFTH THIRD BANCORP COM 375K 10K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 1M 29K –
FIRST TR EXCHNG TRADED FD VI FT VEST INT JUNE 401K 18K –
FIRST TR EXCHNG TRADED FD VI FT VEST INTE 582K 25K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 430K 10K –
FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT 232K 5K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 503K 13K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 741K 26K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 5M 135K –
FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT 301K 8K –
FIRST TR EXCHNG TRADED FD VI FT VEST NAS 216K 8K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 6M 128K –
FORD MTR CO DEL COM 507K 40K –
FREEPORT-MCMORAN INC CL B 484K 10K –
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 100K 16K –
GALLAGHER ARTHUR J & CO COM 2M 7K –
GE AEROSPACE COM NEW 273K 2K –
GENERAL DYNAMICS CORP COM 970K 3K –
GILEAD SCIENCES INC COM 2M 36K –
GOLDMAN SACHS ETF TR ACCES TREASURY 283K 3K –
HARBOR ETF TRUST HARBOR COMMODITY 392K 17K –
HERSHEY CO COM 2M 13K –
HOME DEPOT INC COM 5M 14K –
HONEYWELL INTL INC COM 1M 6K –
HOWMET AEROSPACE INC COM 385K 5K –
HUNTINGTON BANCSHARES INC COM 183K 14K –
INTEL CORP COM 309K 10K –
INTERNATIONAL BUSINESS MACHS COM 5M 26K –
INTUIT COM 701K 1K –
INTUITIVE SURGICAL INC COM NEW 815K 2K –
INVESCO EXCH TRADED FD TR II NASDAQNXTGEN100 320K 11K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 19M 94K –
INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 1M 52K –
INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE 1M 26K –
INVESCO EXCHANGE TRADED FD T S&P MDCP400 PR 2M 47K –
INVESCO QQQ TR UNIT SER 1 3M 7K –
ISHARES INC CORE MSCI EMKT 4M 70K –
ISHARES TR US TREAS BD ETF 727K 32K –
ISHARES TR EAFE SML CP ETF 533K 9K –
ISHARES TR CORE S&P US GWT 218K 2K –
ISHARES TR NATIONAL MUN ETF 2M 21K –
ISHARES TR MSCI USA QLT FCT 2M 12K –
ISHARES TR HIGH YLD SYSTM B 209K 4K –
ISHARES TR S&P 500 GRWT ETF 15M 163K –
ISHARES TR RUS MID CAP ETF 397K 5K –
ISHARES TR RUS 1000 ETF 582K 2K –
ISHARES TR CORE S&P MCP ETF 690K 12K –
ISHARES TR AGGRES ALLOC ETF 2M 30K –
ISHARES TR MSCI EAFE ETF 1M 15K –
ISHARES TR EAFE GRWTH ETF 8M 79K –
ISHARES TR 7-10 YR TRSY BD 1M 15K –
ISHARES TR 0-5 YR TIPS ETF 841K 8K –
ISHARES TR MRNING SM CP ETF 3M 48K –
ISHARES TR TIPS BD ETF 1M 11K –
ISHARES TR GRWT ALLOCAT ETF 2M 39K –
ISHARES TR RUS 1000 VAL ETF 706K 4K –
ISHARES TR CORE US AGGBD ET 45M 461K –
ISHARES TR RUS MDCP VAL ETF 8M 67K –
ISHARES TR CONSER ALLOC ETF 555K 15K –
ISHARES TR CORE S&P500 ETF 61M 111K –
ISHARES TR MODERT ALLOC ETF 703K 16K –
ISHARES TR RUS MD CP GR ETF 5M 48K –
ISHARES TR EAFE VALUE ETF 9M 169K –
ISHARES TR RUS 1000 GRW ETF 5M 12K –
ISHARES TR RUSSELL 2000 ETF 5M 26K –
ISHARES TR MSCI INDIA ETF 2M 28K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 33M 578K –
J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 3M 46K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 540K 11K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 348K 7K –
JANUS HENDERSON GROUP PLC ORD SHS 443K 13K –
JOHNSON & JOHNSON COM 2M 11K –
JOHNSON CTLS INTL PLC SHS 330K 5K –
JPMORGAN CHASE & CO. COM 6M 31K –
KIMBERLY-CLARK CORP COM 3M 22K –
KINDER MORGAN INC DEL COM 363K 18K –
L3HARRIS TECHNOLOGIES INC COM 342K 2K –
LAMAR ADVERTISING CO NEW CL A 308K 3K –
LINDE PLC SHS 1M 3K –
LLOYDS BANKING GROUP PLC SPONSORED ADR 58K 21K –
LOCKHEED MARTIN CORP COM 810K 2K –
LOWES COS INC COM 549K 2K –
MARRIOTT INTL INC NEW CL A 380K 2K –
MARSH & MCLENNAN COS INC COM 448K 2K –
MARTIN MARIETTA MATLS INC COM 380K 702 –
MASTERCARD INCORPORATED CL A 655K 1K –
MCCORMICK & CO INC COM NON VTG 3M 39K –
MCDONALDS CORP COM 5M 19K –
MCKESSON CORP COM 244K 417 –
MEDTRONIC PLC SHS 2M 31K –
MERCK & CO INC COM 6M 52K –
META PLATFORMS INC CL A 3M 7K –
METLIFE INC COM 598K 9K –
MICROSOFT CORP COM 14M 32K –
MID-AMER APT CMNTYS INC COM 3M 18K –
MODERNA INC COM 208K 2K –
MONDELEZ INTL INC CL A 304K 5K –
MONRO INC COM 417K 17K –
MOODYS CORP COM 555K 1K –
MSC INDL DIRECT INC CL A 370K 5K –
NATIONAL GRID PLC SPONSORED ADR NE 2M 38K –
NETFLIX INC COM 1M 2K –
NIKE INC CL B 249K 3K –
NORTHWESTERN ENERGY GROUP IN COM NEW 425K 8K –
NOVO-NORDISK A S ADR 479K 3K –
NVIDIA CORPORATION COM 7M 56K –
NXP SEMICONDUCTORS N V COM 569K 2K –
OLD REP INTL CORP COM 371K 12K –
ONEOK INC NEW COM 6M 73K –
ONTO INNOVATION INC COM 389K 2K –
ORACLE CORP COM 2M 14K –
OREILLY AUTOMOTIVE INC COM 624K 591 –
PACER FDS TR US CASH COWS 100 4M 82K –
PARKER-HANNIFIN CORP COM 1M 2K –
PAYPAL HLDGS INC COM 2M 39K –
PEPSICO INC COM 1M 7K –
PFIZER INC COM 2M 57K –
PHILIP MORRIS INTL INC COM 1M 13K –
PIMCO ETF TR INTER MUN BD ACT 2M 43K –
PIMCO ETF TR ENHAN SHRT MA AC 286K 3K –
PNC FINL SVCS GROUP INC COM 579K 4K –
POSTAL REALTY TRUST INC CL A 321K 24K –
PROCTER AND GAMBLE CO COM 4M 23K –
PROGRESSIVE CORP COM 674K 3K –
PROLOGIS INC. COM 415K 4K –
PROSHARES TR PSHS ULTRA QQQ 427K 4K –
PRUDENTIAL FINL INC COM 669K 6K –
PUBLIC SVC ENTERPRISE GRP IN COM 376K 5K –
QUALCOMM INC COM 7M 34K –
RALPH LAUREN CORP CL A 215K 1K –
REALTY INCOME CORP COM 2M 41K –
RELX PLC SPONSORED ADR 4M 94K –
REPUBLIC SVCS INC COM 6M 29K –
RESOURCES CONNECTION INC COM 204K 18K –
ROPER TECHNOLOGIES INC COM 439K 778 –
RTX CORPORATION COM 698K 7K –
SALESFORCE INC COM 575K 2K –
SANOFI SPONSORED ADR 2M 49K –
SAP SE SPON ADR 6M 31K –
SCHWAB STRATEGIC TR US LCAP GR ETF 378K 4K –
SCHWAB STRATEGIC TR US SML CAP ETF 4M 92K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 15M 197K –
SELECT SECTOR SPDR TR TECHNOLOGY 2M 8K –
SELECT SECTOR SPDR TR INDL 302K 2K –
SELECT SECTOR SPDR TR SBI CONS STPLS 428K 6K –
SELECT SECTOR SPDR TR FINANCIAL 428K 10K –
SELECT SECTOR SPDR TR SBI CONS DISCR 578K 3K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 590K 4K –
SERVICENOW INC COM 639K 812 –
SHELL PLC SPON ADS 2M 29K –
SHERWIN WILLIAMS CO COM 507K 2K –
SNAP ON INC COM 4M 17K –
SONY GROUP CORP SPONSORED ADR 2M 26K –
SOUTHERN CO COM 789K 10K –
SOUTHWEST AIRLS CO COM 280K 10K –
SPDR GOLD TR GOLD SHS 310K 1K –
SPDR S&P 500 ETF TR TR UNIT 13M 24K –
SPDR SER TR S&P 600 SMCP GRW 3M 32K –
SPDR SER TR BLOOMBERG 1-3 MO 612K 7K –
SPDR SER TR PORTFOLIO S&P600 321K 8K –
SPDR SER TR SPDR S&P1500VL 217K 1K –
SPDR SER TR BLOOMBERG HIGH Y 2M 21K –
SPDR SER TR S&P DIVID ETF 15M 122K –
SPROTT INC COM NEW 305K 7K –
SSGA ACTIVE ETF TR SPDR TR TACTIC 406K 10K –
STEELCASE INC CL A 393K 30K –
SUPER MICRO COMPUTER INC COM 270K 329 –
SUPERIOR GROUP OF CO INC COM 594K 31K –
SYNOPSYS INC COM 595K 1K –
SYSCO CORP COM 415K 6K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 6M 32K –
TARGET CORP COM 340K 2K –
TESLA INC COM 885K 4K –
TEXAS INSTRS INC COM 3M 17K –
THE CIGNA GROUP COM 206K 623 –
THE TRADE DESK INC COM CL A 352K 4K –
THOMSON REUTERS CORP. COM 802K 5K –
THORNBURG INCM BUILDER OPP T COM 161K 10K –
TJX COS INC NEW COM 639K 6K –
TRANE TECHNOLOGIES PLC SHS 249K 758 –
UNILEVER PLC SPON ADR NEW 3M 61K –
UNITED PARCEL SERVICE INC CL B 282K 2K –
UNITEDHEALTH GROUP INC COM 2M 4K –
US BANCORP DEL COM NEW 492K 12K –
VANECK ETF TRUST VANECK SHRT MUNI 4M 219K –
VANECK ETF TRUST FALLEN ANGEL HG 3M 96K –
VANGUARD BD INDEX FDS SHORT TRM BOND 5M 60K –
VANGUARD BD INDEX FDS INTERMED TERM 356K 5K –
VANGUARD INDEX FDS S&P 500 ETF SHS 321K 641 –
VANGUARD INDEX FDS EXTEND MKT ETF 2M 12K –
VANGUARD INDEX FDS TOTAL STK MKT 630K 2K –
VANGUARD INDEX FDS SMALL CP ETF 203K 932 –
VANGUARD INDEX FDS REAL ESTATE ETF 272K 3K –
VANGUARD INDEX FDS SML CP GRW ETF 1M 5K –
VANGUARD INDEX FDS VALUE ETF 1M 8K –
VANGUARD INDEX FDS LARGE CAP ETF 1M 5K –
VANGUARD INDEX FDS GROWTH ETF 899K 2K –
VANGUARD INDEX FDS SM CP VAL ETF 289K 2K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 794K 18K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 247K 4K –
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 5M 62K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 328K 4K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 5M 29K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 10M 194K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 619K 5K –
VERIZON COMMUNICATIONS INC COM 4M 100K –
VERTEX PHARMACEUTICALS INC COM 418K 892 –
VISA INC COM CL A 4M 14K –
WALMART INC COM 2M 31K –
WASTE MGMT INC DEL COM 258K 1K –
WATSCO INC COM 5M 11K –
WEC ENERGY GROUP INC COM 3M 36K –
WELLS FARGO CO NEW COM 297K 5K –
WENDYS CO COM 448K 26K –
WESTWOOD HLDGS GROUP INC COM 324K 27K –
WISDOMTREE TR US MIDCAP DIVID 2M 47K –
WISDOMTREE TR US SMALLCAP DIVD 7M 224K –
WISDOMTREE TR US QTLY DIV GRT 9M 119K –
WISDOMTREE TR EMG MKTS SMCAP 9M 171K –
WORLD GOLD TR SPDR GLD MINIS 3M 56K –
ZOETIS INC CL A 481K 3K –