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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
526
Benjamin F. Edwards & Company
Missouri
$266K -$47K -648 -15%
IFG
527
Independent Financial Group
California
$266K +$269K +3,710 New
LCM
528
Landscape Capital Management
New Jersey
$266K -$763K -10,513 -74%
CCG
529
Cypress Capital Group
Florida
$264K +$16.3K +225 +6%
VSQM
530
V-Square Quantitative Management
Illinois
$263K +$266K +3,662 New
DT
531
Diversified Trust
Tennessee
$258K +$261K +3,595 New
BIP
532
Blueprint Investment Partners
North Carolina
$257K +$260K +3,580 New
TW
533
TrinityPoint Wealth
Connecticut
$254K -$3.77K -52 -1%
CFGS
534
Concourse Financial Group Securities
Alabama
$253K -$290 -4 -0.1%
LWAM
535
Legacy Wealth Asset Management
Minnesota
$252K +$1.16K +16 +0.5%
MFWP
536
Mosaic Family Wealth Partners
Missouri
$251K – – –
WPC
537
Wedmont Private Capital
Pennsylvania
$249K +$248K +3,421 New
PFO
538
Pathstone Family Office
New Jersey
$248K -$1.22M -16,752 -81%
BHPW
539
Beverly Hills Private Wealth
California
$245K +$248K +3,422 New
EA
540
Eudaimonia Advisors
Tennessee
$244K – – –
PWPS
541
Pinnacle Wealth Planning Services
Ohio
$244K – – –
BWL
542
Bogart Wealth LLC
Virginia
$243K – – –
BP
543
Ballentine Partners
Massachusetts
$241K +$244K +3,360 New
RCAG
544
Rehmann Capital Advisory Group
Michigan
$239K +$17.8K +245 +8%
ECM
545
Evergreen Capital Management
Washington
$237K +$240K +3,309 New
EWA
546
EP Wealth Advisors
California
$236K -$119K -1,637 -40%
BHA
547
Beech Hill Advisors
New York
$233K – – –
EH
548
Equitable Holdings
New York
$230K +$233K +3,214 New
SC
549
Savant Capital
Illinois
$229K +$232K +3,192 New
SCM
550
Shelton Capital Management
Colorado
$229K +$232K +3,192 New
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