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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
476
Greenleaf Trust
Michigan
$404K +$3.58K +43 +0.9%
AWAG
477
ARS Wealth Advisors Group
Florida
$400K – – –
TMAM
478
Tokio Marine Asset Management
Japan
$398K +$16.5K +198 +4%
DCM
479
Donaldson Capital Management
Indiana
$398K +$19.6K +235 +5%
CCA
480
Checchi Capital Advisers
California
$397K +$11.9K +143 +3%
CCC
481
Crescent Capital Consulting
Louisiana
$393K – – –
PFS
482
Prospera Financial Services
Texas
$389K +$1.83K +22 +0.5%
ETC
483
Exchange Traded Concepts
Oklahoma
$388K +$369K +4,431 +4,923%
IA
484
IFP Advisors
Florida
$387K -$74.1K -889 -17%
FTDI
485
First Trust Direct Indexing
Massachusetts
$387K +$19.8K +237 +6%
OWP
486
Obermeyer Wealth Partners
Colorado
$385K – – –
IC
487
IEQ Capital
California
$384K -$22.2K -266 -6%
EWA
488
EP Wealth Advisors
California
$384K -$13.3K -159 -3%
GLA
489
Good Life Advisors
Pennsylvania
$383K +$14.3K +172 +4%
MIS
490
Morningstar Investment Services
Illinois
$381K -$963K -11,551 -72%
AA
491
AlphaMark Advisors
Kentucky
$378K – – –
JIC
492
Joel Isaacson & Co
New York
$377K – – –
CFB
493
Cullen/Frost Bankers
Texas
$375K +$15.4K +185 +4%
SFI
494
Siemens Fonds Invest
Germany
$373K -$1.25K -15 -0.3%
JIC
495
Johnson Investment Counsel
Ohio
$370K +$360K +4,317 New
CNC
496
Canandaigua National Corp
New York
$369K +$584 +7 +0.2%
BIP
497
Blueprint Investment Partners
North Carolina
$367K +$80.9K +971 +29%
CCG
498
Cypress Capital Group
Florida
$365K +$354K +4,250 New
SCA
499
Snowden Capital Advisors
New York
$364K -$327K -3,922 -48%
9WM
500
9258 Wealth Management
Ohio
$360K -$3.75K -45 -1%
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