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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
401
OneDigital Investment Advisors
Kansas
$1.23M -$95.6K -1,099 -7%
ECM
402
Element Capital Management
New York
$1.22M -$344K -3,950 -23%
ASN
403
Advisory Services Network
Georgia
$1.21M – – –
AP
404
Advisor Partners
California
$1.21M +$124K +1,427 +12%
BWM
405
Bernicke Wealth Management
Wisconsin
$1.2M +$108K +1,236 +10%
WTC
406
WhitTier Trust Company
Nevada
$1.16M -$1.74K -20 -0.2%
SLF
407
Sun Life Financial
Ontario, Canada
$1.16M +$368K +4,234 +50%
SS
408
Simplicity Solutions
Minnesota
$1.14M -$294K -3,379 -21%
CG
409
Colony Group
Massachusetts
$1.13M +$104K +1,194 +11%
WGA
410
Weather Gauge Advisory
Virginia
$1.13M +$1.91K +22 +0.2%
AA
411
AlphaMark Advisors
Kentucky
$1.11M -$18.3K -210 -2%
GT
412
Glenmede Trust
Pennsylvania
$1.11M +$12.9K +148 +1%
HPC
413
Hobart Private Capital
North Carolina
$1.09M -$4.09K -47 -0.4%
CI
414
Cigna Investments
Connecticut
$1.07M +$56.6K +650 +6%
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$1.07M +$51.9K +596 +5%
HIM
416
Hotaling Investment Management
Pennsylvania
$1.06M +$1.22K +14 +0.1%
WT
417
Whittier Trust
California
$1.03M +$17.7K +203 +2%
APA
418
American Portfolios Advisors
New York
$984K +$5.31K +61 +0.6%
DP
419
Dearborn Partners
Illinois
$980K -$142K -1,632 -13%
EWA
420
EP Wealth Advisors
California
$980K +$15.3K +176 +2%
WI
421
WrapManager Inc
California
$975K -$36K -414 -4%
NIM
422
Northeast Investment Management
Massachusetts
$973K +$254K +2,919 +37%
FC
423
Forte Capital
New York
$958K -$10.9K -125 -1%
APP
424
Avantax Planning Partners
Iowa
$952K +$71.3K +819 +8%
BC
425
Brinker Capital
Pennsylvania
$951K +$162K +1,856 +21%
15 16
17
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