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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
501
NTV Asset Management
West Virginia
$2.08M -$134K -900 -6%
AFA
502
American Financial Advisors
Georgia
$2.03M -$9.41K -63 -0.5%
CPCPP
503
Canada Post Corporation Pension Plan
Canada
$2.02M +$1.96M +13,120 New
LCM
504
Landscape Capital Management
New Jersey
$2.01M +$1.95M +13,061 New
BEI
505
Benjamin Edwards Inc
Missouri
$2.01M +$251K +1,680 +15%
WB
506
WesBanco Bank
West Virginia
$2.01M +$56.3K +377 +3%
RFN
507
RDA Financial Network
Iowa
$2M -$117K -781 -6%
CF
508
Centaurus Financial
California
$1.98M -$570K -3,812 -23%
HWM
509
HB Wealth Management
Georgia
$1.93M +$38.3K +256 +2%
NA
510
NewEdge Advisors
Louisiana
$1.91M +$395K +2,641 +27%
GI
511
GAMMA Investing
California
$1.9M +$149K +996 +9%
KAS
512
Kestra Advisory Services
Texas
$1.89M -$601K -4,020 -25%
WA
513
Wambolt & Associates
Colorado
$1.84M -$168K -1,126 -8%
FGP
514
Freestone Grove Partners
California
$1.83M +$1.78M +11,905 New
HAG
515
HighPoint Advisor Group
Illinois
$1.83M +$363K +2,428 +26%
JWCA
516
J.W. Cole Advisors
Florida
$1.83M +$84.3K +564 +5%
CCM
517
Coldstream Capital Management
Washington
$1.8M +$70.8K +474 +4%
WFC
518
Western Financial Corp
California
$1.79M +$1.74M +11,674 New
IAA
519
Independent Advisor Alliance
North Carolina
$1.79M -$196K -1,314 -10%
OIA
520
OneDigital Investment Advisors
Kansas
$1.77M +$48.3K +323 +3%
GBA
521
Garrison Bradford & Associates
New York
$1.77M -$64.3K -430 -4%
GFM
522
GF Fund Management
China
$1.76M -$53.4K -357 -3%
CW
523
CreativeOne Wealth
Kansas
$1.76M -$83.8K -561 -5%
S
524
SignatureFD
Georgia
$1.75M +$90.6K +606 +6%
CFO
525
Callan Family Office
Pennsylvania
$1.71M +$1.19M +7,930 +248%
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