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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
551
Sequoia Financial Advisors
Ohio
$339K -$75.5K -961 -19%
BP
552
Ballentine Partners
Massachusetts
$335K +$52.3K +665 +19%
VSWA
553
Vontobel Swiss Wealth Advisors
Switzerland
$334K -$48.7K -620 -13%
NL
554
NWAM LLC
Washington
$334K – – –
GVAG
555
Great Valley Advisor Group
Delaware
$334K +$73.4K +934 +30%
DCM
556
Donaldson Capital Management
Indiana
$333K – – –
SRSA
557
S.R. Schill & Associates
Washington
$333K – – –
GCA
558
Gideon Capital Advisors
New York
$332K -$4.17M -53,066 -93%
PHK
559
Point72 Hong Kong
Hong Kong
$332K +$230K +2,931 +256%
IIM
560
Ipswich Investment Management
Massachusetts
$331K – – –
CWM
561
Campbell Wealth Management
Virginia
$330K -$7.86K -100 -2%
GT
562
Glenview Trust
Kentucky
$327K – – –
ANRIA
563
American National Registered Investment Advisor
Texas
$322K -$7.86K -100 -2%
BG
564
Bahl & Gaynor
Ohio
$316K -$15.7K -200 -5%
RCAG
565
Rehmann Capital Advisory Group
Michigan
$313K +$39.7K +505 +15%
ER
566
Enlightenment Research
Florida
$313K +$330K +4,200 New
RIA
567
Regal Investment Advisors
Michigan
$309K +$23.7K +301 +9%
GRP
568
Global Retirement Partners
California
$306K -$943 -12 -0.3%
BHA
569
Beech Hill Advisors
New York
$306K – – –
HIS
570
Harvest Investment Services
Illinois
$305K -$49.1K -624 -14%
CFB
571
Cullen/Frost Bankers
Texas
$304K +$207K +2,631 +239%
BRWM
572
B. Riley Wealth Management
Tennessee
$303K +$11.9K +151 +4%
GHAM
573
Gilman Hill Asset Management
Connecticut
$302K -$9.83K -125 -3%
KFC
574
Klingenstein Fields & Co
New York
$302K +$2.91K +37 +1%
AIL
575
AGF Investments LLC
Ontario, Canada
$302K +$48.1K +612 +20%
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