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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
526
Apollon Wealth Management
South Carolina
$335K +$336K +4,090 New
LC
527
LCNB Corp
Ohio
$330K -$75K -912 -18%
BP
528
Ballentine Partners
Massachusetts
$326K +$9.54K +116 +3%
CFCI
529
Comprehensive Financial Consultants Institutional
Indiana
$325K – – –
OCM
530
Orion Capital Management
California
$321K -$50.2K -610 -13%
SIA
531
Schechter Investment Advisors
Michigan
$319K +$22.9K +279 +8%
WPP
532
Whalerock Point Partners
Rhode Island
$319K – – –
CHA
533
Carmichael Hill & Associates
Maryland
$318K – – –
DP
534
Dearborn Partners
Illinois
$318K -$5.1K -62 -2%
WDA
535
Wendell David Associates
New Hampshire
$315K – – –
CGL
536
Clarius Group LLC
Washington
$312K -$90.5K -1,100 -22%
MC
537
Moors & Cabot
Massachusetts
$311K -$12.3K -150 -4%
DT
538
Diversified Trust
Tennessee
$310K +$7.07K +86 +2%
SPC
539
Sigma Planning Corp
Michigan
$310K +$20.5K +249 +7%
PCIA
540
Prime Capital Investment Advisors
Kansas
$308K -$12.5K -152 -4%
SW
541
SVB Wealth
Massachusetts
$306K +$4.03K +49 +1%
EAM
542
Evanson Asset Management
California
$305K +$307K +3,728 New
FLPIM
543
F.L. Putnam Investment Management
Massachusetts
$303K -$19.8K -241 -6%
MW
544
Marcum Wealth
Ohio
$301K +$78K +949 +35%
SC
545
Savant Capital
Illinois
$299K -$2.71K -33 -0.9%
LWAM
546
Legacy Wealth Asset Management
Minnesota
$294K +$2.06K +25 +0.7%
HKIMG
547
Hutchens & Kramer Investment Management Group
Indiana
$292K +$3.54K +43 +1%
SYBT
548
Stock Yards Bank & Trust
Kentucky
$291K +$292K +3,553 New
EFG
549
Everhart Financial Group
Ohio
$291K +$25K +304 +9%
ASN
550
Advisory Services Network
Georgia
$290K -$21.1K -256 -7%
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