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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
601
Emergent Wealth Advisors
New York
$1.16M +$111K +746 +11%
SFS
602
Stiles Financial Services
Minnesota
$1.16M +$7.77K +52 +0.7%
EFG
603
Everhart Financial Group
Ohio
$1.13M +$129K +865 +13%
KWM
604
Kingsview Wealth Management
Oregon
$1.12M +$251K +1,681 +30%
CBTWT
605
Community Bank & Trust (Waco, Texas)
Texas
$1.12M – – –
FFA
606
Farther Finance Advisors
California
$1.1M +$288K +1,928 +37%
GWM
607
Geneos Wealth Management
Colorado
$1.09M -$1.16M -7,771 -52%
SF
608
Synovus Financial
Georgia
$1.08M +$80.1K +536 +8%
FMII
609
Farmers & Merchants Investments Inc
Nebraska
$1.08M +$6.28K +42 +0.6%
MQWP
610
Morey & Quinn Wealth Partners
Nebraska
$1.08M -$116K -777 -10%
PCA
611
Purkiss Capital Advisors
Connecticut
$1.07M +$599K +4,010 +136%
RWM
612
Ritholtz Wealth Management
New York
$1.07M +$215K +1,440 +26%
NP
613
NorthRock Partners
Minnesota
$1.06M +$174K +1,164 +20%
1WA
614
180 Wealth Advisors
Washington
$1.06M +$156K +1,041 +18%
WA
615
Wealth Architects
California
$1.06M +$747 +5 +0.1%
XT
616
XTX Topco
Cayman Islands
$1.06M -$4.02M -26,898 -80%
SC
617
Savant Capital
Illinois
$1.06M +$104K +699 +11%
PCM
618
Penserra Capital Management
California
$1.05M -$884K -5,916 -46%
WAM
619
Wolverine Asset Management
Illinois
$1.04M +$1.01M +6,767 New
MWM
620
Modern Wealth Management
Kansas
$1.04M -$4.53M -30,297 -82%
EI
621
Ellevest Inc
New York
$1.03M +$61.9K +414 +7%
AWM
622
Axxcess Wealth Management
California
$1.03M +$22.3K +149 +2%
HNB
623
Huntington National Bank
Ohio
$1.02M +$41.4K +277 +4%
LFAS
624
Level Four Advisory Services
Texas
$1.01M -$2.54K -17 -0.3%
B
625
Bailard
California
$1M -$31.8K -213 -3%
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