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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
551
Glenmede Trust
Pennsylvania
$254K -$43.2K -672 -15%
DP
552
Dearborn Partners
Illinois
$253K -$1.16K -18 -0.5%
SPC
553
Sigma Planning Corp
Michigan
$252K -$204K -3,174 -45%
WDA
554
Wendell David Associates
New Hampshire
$252K – – –
BC
555
Bowman & Company
Wisconsin
$251K +$14.1K +219 +6%
SEP
556
Southland Equity Partners
Missouri
$250K +$3.79K +59 +2%
SWA
557
SFMG Wealth Advisors
Texas
$249K – – –
PWMG
558
Pinnacle Wealth Management Group
Michigan
$248K -$41.1K -640 -14%
WPP
559
Whalerock Point Partners
Rhode Island
$241K – – –
TW
560
TrinityPoint Wealth
Connecticut
$236K -$46.5K -724 -17%
NFG
561
Nations Financial Group
Iowa
$233K +$228K +3,554 New
CFGS
562
Concourse Financial Group Securities
Alabama
$232K -$21.3K -332 -9%
MFWP
563
Mosaic Family Wealth Partners
Missouri
$229K +$225K +3,500 New
LWAM
564
Legacy Wealth Asset Management
Minnesota
$229K +$3.66K +57 +2%
CCG
565
Cypress Capital Group
Florida
$227K +$223K +3,462 New
EA
566
Eudaimonia Advisors
Tennessee
$223K – – –
PWPS
567
Pinnacle Wealth Planning Services
Ohio
$223K +$219K +3,404 New
BWL
568
Bogart Wealth LLC
Virginia
$222K – – –
SVWAG
569
Sound View Wealth Advisors Group
Georgia
$214K +$153K +2,376 New
BHA
570
Beech Hill Advisors
New York
$213K – – –
JWCA
571
J.W. Cole Advisors
Florida
$207K +$203K +3,153 New
LOAMS
572
Lombard Odier Asset Management (Switzerland)
Switzerland
$206K +$202K +3,149 New
AIA
573
Armor Investment Advisors
North Carolina
$206K -$25.7K -400 -11%
AI
574
Atom Investors
Texas
$204K -$257K -3,991 -56%
TSS
575
Two Sigma Securities
New York
$203K +$199K +3,100 New
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