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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
601
B. Riley Wealth Advisors
Florida
$247K -$47K -541 -17%
BG
602
Bollard Group
Massachusetts
$247K +$955 +11 +0.4%
WBG
603
Wharton Business Group
Pennsylvania
$246K – – –
HH
604
Hilltop Holdings
Texas
$243K -$38.3K -441 -15%
SVWAG
605
Sound View Wealth Advisors Group
Georgia
$242K – – –
WWM
606
Western Wealth Management
Colorado
$241K +$218K +2,505 New
FT
607
Fiduciary Trust
Massachusetts
$240K +$217K +2,495 New
WKWM
608
Walter & Keenan Wealth Management
Indiana
$239K – – –
AC
609
AlphaCore Capital
California
$239K +$216K +2,485 New
FNBT
610
FineMark National Bank & Trust
Florida
$238K – – –
HWM
611
Horizon Wealth Management
Illinois
$238K +$1.48K +17 +0.7%
FNBOMD
612
First National Bank of Mount Dora
Florida
$236K – – –
TSS
613
Two Sigma Securities
New York
$236K +$213K +2,458 New
PMA
614
Prudent Man Advisors
Illinois
$234K -$2K -23 -0.9%
SIA
615
Schechter Investment Advisors
Michigan
$232K +$210K +2,413 New
VAS
616
Vestmark Advisory Solutions
Massachusetts
$231K -$1.73M -19,863 -89%
CSIC
617
Clifford Swan Investment Counsel
California
$231K -$2K -23 -0.9%
HC
618
HNP Capital
New York
$231K – – –
PWPS
619
Pinnacle Wealth Planning Services
Ohio
$230K +$207K +2,388 New
NFG
620
Nations Financial Group
Iowa
$229K -$7.64K -88 -4%
JWCA
621
J.W. Cole Advisors
Florida
$229K – – –
BFC
622
Blue Fin Capital
Rhode Island
$228K – – –
KCPG
623
Kavar Capital Partners Group
Kansas
$228K – – –
HI
624
Hudock Inc
Pennsylvania
$228K +$521 +6 +0.3%
MIM
625
MTM Investment Management
South Carolina
$226K – – –
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