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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
601
Carnegie Investment Counsel
Ohio
$1.77M -$1.78K -9 -0.1%
MOS
602
MGO One Seven
Ohio
$1.77M +$132K +669 +8%
PIM
603
Plato Investment Management
Australia
$1.77M +$900K +4,555 +104%
PCA
604
Purkiss Capital Advisors
Connecticut
$1.77M +$315K +1,596 +22%
JWM
605
Jeppson Wealth Management
California
$1.76M -$7.71K -39 -0.4%
VA
606
VestGen Advisors
Illinois
$1.74M +$1.24M +6,264 +362%
APIM
607
Agate Pass Investment Management
Washington
$1.74M – – –
IAA
608
Independent Advisor Alliance
North Carolina
$1.72M -$1.1M -5,544 -39%
SPC
609
Sigma Planning Corp
Michigan
$1.7M +$733K +3,710 +76%
LCIP
610
Life Cycle Investment Partners
$1.66M +$1.66M +8,378 New
SCM
611
Schnieders Capital Management
California
$1.65M -$9.88K -50 -0.6%
SGI
612
Summit Global Investments
Utah
$1.64M +$1.64M +8,308 New
A
613
Allianz
Germany
$1.64M -$6.74M -34,127 -80%
TWM
614
Trueblood Wealth Management
Ohio
$1.64M -$5.53K -28 -0.3%
EWM
615
Empirical Wealth Management
Washington
$1.63M +$681K +3,444 +72%
ECM
616
Evergreen Capital Management
Washington
$1.63M +$339K +1,717 +26%
RBWA
617
RFG - Bristol Wealth Advisors
Massachusetts
$1.6M +$10.3K +52 +0.6%
PMAM
618
Picton Mahoney Asset Management
Ontario, Canada
$1.6M +$1.6M +8,100 New
SAM
619
Smartleaf Asset Management
Massachusetts
$1.59M +$174K +883 +12%
PFPG
620
Pinnacle Financial Partners (Georgia)
Georgia
$1.59M +$37.2K +188 +2%
SC
621
Savant Capital
Illinois
$1.59M +$54.7K +277 +4%
PI
622
PFG Investments
New York
$1.58M -$21.5K -109 -1%
EWA
623
Emergent Wealth Advisors
New York
$1.57M -$30.4K -154 -2%
SI
624
Stephens Inc
Arkansas
$1.57M -$414K -2,093 -21%
KCM
625
Kornitzer Capital Management
Kansas
$1.56M -$1.98M -10,000 -56%
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