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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAG
526
ARS Wealth Advisors Group
Florida
$469K +$50.8K +586 +13%
SBF
527
Sara-Bay Financial
Florida
$466K – – –
SW
528
SVB Wealth
Massachusetts
$466K +$124K +1,431 +38%
EWA
529
Emergent Wealth Advisors
New York
$465K +$448K +5,162 New
NFG
530
Nations Financial Group
Iowa
$465K +$47.6K +549 +12%
HAG
531
HF Advisory Group
Maryland
$464K -$46.1K -531 -9%
LCM
532
Landscape Capital Management
New Jersey
$461K -$271K -3,122 -38%
IWM
533
IHT Wealth Management
Illinois
$460K +$8.94K +103 +2%
HNB
534
Huntington National Bank
Ohio
$457K -$231K -2,667 -34%
BIA
535
Benchmark Investment Advisors
Illinois
$456K – – –
GLA
536
Good Life Advisors
Pennsylvania
$455K +$5.21K +60 +1%
SWP
537
Stratos Wealth Partners
Ohio
$453K -$63.2K -728 -13%
WPC
538
Wedmont Private Capital
Pennsylvania
$452K +$60.6K +699 +16%
LWM
539
LongView Wealth Management
Georgia
$449K +$435K +5,012 New
IAG
540
Investment Advisory Group
Massachusetts
$447K – – –
VCM
541
Verde Capital Management
Michigan
$446K +$429K +4,947 New
DA
542
Drake & Associates
Wisconsin
$446K +$429K +4,946 New
II
543
Inspire Investing
Idaho
$442K +$40.3K +464 +10%
TYCC
544
Texas Yale Capital Corp
Florida
$441K +$347 +4 +0.1%
BP
545
Ballentine Partners
Massachusetts
$441K +$79K +910 +23%
MCM
546
Monument Capital Management
Virginia
$439K -$22.9K -264 -5%
TBA
547
Tower Bridge Advisors
Pennsylvania
$437K – – –
IAN
548
Integrated Advisors Network
Texas
$437K -$16.2K -187 -4%
ABC
549
Associated Banc-Corp
Wisconsin
$424K -$9.98K -115 -2%
HCM
550
HGI Capital Management
New York
$420K +$404K +4,655 New
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