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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
451
Schnieders Capital Management
California
$775K -$2.17K -25 -0.3%
PI
452
PFG Investments
New York
$774K +$2.34K +27 +0.3%
S
453
SignatureFD
Georgia
$769K +$48.8K +563 +7%
AUB
454
Atlantic Union Bankshares
Virginia
$766K -$13K -150 -2%
CBTWT
455
Community Bank & Trust (Waco, Texas)
Texas
$763K -$102K -1,176 -12%
LFAS
456
Level Four Advisory Services
Texas
$756K +$63.9K +737 +10%
FC
457
FORA Capital
Florida
$753K +$725K +8,352 New
PFS
458
Prospera Financial Services
Texas
$751K +$233K +2,685 +48%
CIC
459
Carnegie Investment Counsel
Ohio
$736K -$28.5K -329 -4%
FRM
460
Fox Run Management
Connecticut
$730K +$703K +8,097 New
GT
461
Greenleaf Trust
Michigan
$725K +$39.6K +457 +6%
LNC
462
Lincoln National Corp
Pennsylvania
$722K -$16.7K -192 -2%
JF
463
Jump Financial
Illinois
$721K +$394K +4,540 +131%
MAS
464
Meeder Advisory Services
Ohio
$718K +$71.9K +829 +12%
CCM
465
Coldstream Capital Management
Washington
$717K -$8.76K -101 -1%
QCG
466
Quadrant Capital Group
Ohio
$717K +$30.4K +350 +5%
GRP
467
Global Retirement Partners
California
$716K -$20.6K -237 -3%
IWC
468
Integrated Wealth Concepts
Massachusetts
$716K -$42.7K -492 -6%
SFS
469
Stiles Financial Services
Minnesota
$712K -$1.22K -14 -0.2%
GFA
470
Gallagher Fiduciary Advisors
Illinois
$711K -$45.7K -527 -6%
NIM
471
NEOS Investment Management
Connecticut
$707K +$291K +3,350 +75%
GCM
472
Graham Capital Management
Connecticut
$703K +$676K +7,797 New
HI
473
Horizon Investments
North Carolina
$697K +$48.5K +559 +8%
CIA
474
Concurrent Investment Advisors
Florida
$693K +$666K +7,681 New
MOS
475
MGO One Seven
Ohio
$692K +$276K +3,180 +71%
17 18
19
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