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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
451
Conning Inc
Connecticut
$639K +$1.46K +20 +0.2%
AIA
452
Armor Investment Advisors
North Carolina
$638K +$7.31K +100 +1%
GI
453
GS Investments
Minnesota
$625K +$611K +8,355 New
AIP
454
Ameritas Investment Partners
Nebraska
$624K – – –
W
455
Wealthfront
California
$624K +$168K +2,305 +38%
FC
456
Forte Capital
New York
$616K +$20.5K +280 +4%
FWM
457
Focused Wealth Management
New York
$608K -$12.2K -167 -2%
ACS
458
Archford Capital Strategies
Illinois
$606K -$4.09K -56 -0.7%
AWM
459
AE Wealth Management
Kansas
$601K +$11.8K +161 +2%
JMPWA
460
JP Morgan Private Wealth Advisors
California
$601K +$317K +4,334 +117%
FCI
461
Financial Counselors Inc
Kansas
$596K – – –
FMBTD
462
First Midwest Bank Trust Division
Illinois
$595K -$4.39K -60 -0.7%
MSTVIM
463
Messner & Smith Theme Value Investment Management
California
$595K – – –
BPC
464
Banque Pictet & Cie
Switzerland
$593K – – –
DWM
465
Doyle Wealth Management
Florida
$587K -$48.5K -664 -8%
JIC
466
Johnson Investment Counsel
Ohio
$580K -$32.5K -445 -5%
CFG
467
CNO Financial Group
Indiana
$580K – – –
HAIM
468
Hunter Associates Investment Management
Pennsylvania
$578K +$84.1K +1,150 +17%
SBIA
469
Sheaff Brock Investment Advisors
Indiana
$574K +$110K +1,500 +24%
HFS
470
HL Financial Services
Kentucky
$570K +$24.9K +340 +5%
RFM
471
Royal Fund Management
Florida
$567K +$547K +7,481 +7,875%
NPC
472
National Planning Corporation
California
$566K +$4.31K +59 +0.8%
BCM
473
BTR Capital Management
California
$565K -$11.7K -160 -2%
WAM
474
Wealthspire Advisors (Maryland)
Maryland
$556K +$228K +3,120 +72%
RCAG
475
Rehmann Capital Advisory Group
Michigan
$544K -$28.7K -392 -5%
17 18
19
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