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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
501
EP Wealth Advisors
California
$433K +$2.61K +30 +0.7%
AA
502
AlphaMark Advisors
Kentucky
$433K +$8.69K +100 +2%
OWP
503
Obermeyer Wealth Partners
Colorado
$431K – – –
PRC
504
Pearl River Capital
Michigan
$431K +$390K +4,486 New
SFI
505
Siemens Fonds Invest
Germany
$430K +$10.8K +124 +3%
JIC
506
Joel Isaacson & Co
New York
$429K +$4.34K +50 +1%
PWMG
507
Pinnacle Wealth Management Group
Michigan
$425K -$71.7K -825 -16%
BC
508
Bridgefront Capital
Texas
$419K +$379K +4,362 New
FIM
509
Freedom Investment Management
Connecticut
$417K +$377K +4,337 New
GLA
510
Good Life Advisors
Pennsylvania
$416K -$12.2K -141 -3%
JIC
511
Johnson Investment Counsel
Ohio
$415K – – –
SIC
512
Salem Investment Counselors
North Carolina
$407K +$347K +4,000 +1,732%
GT
513
Glenmede Trust
Pennsylvania
$400K +$19.8K +228 +6%
CHA
514
Carmichael Hill & Associates
Maryland
$398K – – –
IA
515
IFP Advisors
Florida
$398K +$173K +1,996 +45%
FAT
516
First American Trust
California
$397K +$782 +9 +0.2%
WP
517
WealthSource Partners
California
$393K +$355K +4,088 New
KA
518
Kintegral Advisory
New York
$389K +$7.82K +90 +2%
MOS
519
MGO One Seven
Ohio
$388K -$939K -10,813 -73%
PCS
520
Personal CFO Solutions
New Jersey
$388K -$12.2K -141 -3%
IWM
521
IHT Wealth Management
Illinois
$382K -$87 -1 -0%
SWA
522
SFMG Wealth Advisors
Texas
$381K +$16.5K +190 +5%
ANRIA
523
American National Registered Investment Advisor
Texas
$380K – – –
CFB
524
Cullen/Frost Bankers
Texas
$373K -$43.4K -500 -11%
DP
525
Dearborn Partners
Illinois
$371K -$2.17K -25 -0.6%
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