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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
551
First Affirmative Financial Network
Colorado
$273K +$13.4K +161 +5%
HI
552
Horizon Investments
North Carolina
$269K +$22.2K +266 +9%
APA
553
American Portfolios Advisors
New York
$268K -$9.59K -115 -4%
BRWA
554
B. Riley Wealth Advisors
Florida
$267K +$13.4K +161 +5%
VHAM
555
Van Hulzen Asset Management
California
$266K +$16.7K +200 +7%
WC
556
Weil Company
California
$264K +$1.83K +22 +0.7%
QCG
557
Quadrant Capital Group
Ohio
$264K +$17.7K +212 +7%
PCP
558
Proficio Capital Partners
Massachusetts
$262K -$1.58K -19 -0.6%
CT
559
Clearstead Trust
Maine
$260K – – –
OPS
560
Orion Portfolio Solutions
Nebraska
$259K +$33.2K +398 +15%
DAC
561
Dividend Assets Capital
South Carolina
$257K – – –
SCM
562
Shelton Capital Management
Colorado
$257K – – –
EN1L
563
Engine No 1 LLC
California
$256K +$248K +2,980 New
PFBT
564
Parkside Financial Bank & Trust
Missouri
$255K -$55.1K -661 -18%
M
565
Mirova
France
$255K +$249K +2,983 New
WANY
566
Wealthspire Advisors (New York)
New York
$254K -$193K -2,315 -44%
HH
567
Hilltop Holdings
Texas
$254K -$3.5K -42 -1%
KFGK
568
Keystone Financial Group (Kentucky)
Kentucky
$254K – – –
FAG
569
Fortitude Advisory Group
Washington
$254K +$248K +2,970 New
SWM
570
SeaCrest Wealth Management
New York
$249K +$167 +2 +0.1%
CC
571
Commons Capital
Massachusetts
$247K +$241K +2,885 New
TPWM
572
Twelve Points Wealth Management
Massachusetts
$245K +$238K +2,855 New
CT
573
Chicago Trust
Illinois
$244K +$238K +2,850 New
GVAG
574
Great Valley Advisor Group
Delaware
$240K -$167 -2 -0.1%
BPFA
575
Barnes Pettey Financial Advisors
Mississippi
$240K +$234K +2,802 New
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