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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
551
Capula Management
Cayman Islands
$239K +$249K +2,900 New
QCG
552
Quadrant Capital Group
Ohio
$236K +$48.3K +562 +24%
ASN
553
Advisory Services Network
Georgia
$235K -$181K -2,110 -43%
HI
554
Horizon Investments
North Carolina
$235K +$9.88K +115 +4%
GVAG
555
Great Valley Advisor Group
Delaware
$232K -$22.1K -257 -8%
VRM
556
Vectors Research Management
New York
$231K +$34.6K +403 +17%
HC
557
HNP Capital
New York
$231K +$241K +2,805 New
RCAG
558
Rehmann Capital Advisory Group
Michigan
$231K +$3.52K +41 +2%
SVWAG
559
Sound View Wealth Advisors Group
Georgia
$229K – – –
CC
560
Centiva Capital
New York
$227K +$237K +2,753 New
MSAM
561
Moloney Securities Asset Management
Missouri
$222K -$2.75K -32 -1%
NFG
562
Next Financial Group
Texas
$221K +$46.1K +537 +25%
RIA
563
Regal Investment Advisors
Michigan
$216K -$78.1K -909 -26%
H
564
HoyleCohen
California
$216K – – –
OPS
565
Orion Portfolio Solutions
Nebraska
$216K +$16.7K +194 +8%
BFM
566
Boothbay Fund Management
New York
$214K +$223K +2,592 New
SCM
567
Stevens Capital Management
Pennsylvania
$214K +$223K +2,598 New
ATPW
568
Ashton Thomas Private Wealth
Arizona
$213K +$222K +2,589 New
S
569
SignatureFD
Georgia
$211K -$21.3K -248 -9%
WBG
570
Wharton Business Group
Pennsylvania
$211K +$220K +2,555 New
MIM
571
Moseley Investment Management
Florida
$210K -$13.8K -161 -6%
BG
572
Bollard Group
Massachusetts
$209K +$945 +11 +0.4%
CMO
573
Covenant Multifamily Offices
Texas
$208K – – –
CWP
574
CFM Wealth Partners
Texas
$208K +$217K +2,525 New
CFA
575
Carroll Financial Associates
North Carolina
$206K -$6.01K -70 -3%
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