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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
626
MQS Management
New York
$379K -$178K -1,815 -33%
CIM
627
Cambria Investment Management
California
$375K +$33.5K +342 +11%
GVAG
628
Great Valley Advisor Group
Delaware
$374K +$1.37K +14 +0.4%
VFA
629
Valeo Financial Advisors
Indiana
$373K -$2.06K -21 -0.6%
LSPW
630
Lake Street Private Wealth
Illinois
$372K -$4.02K -41 -1%
RVPG
631
Relative Value Partners Group
$372K +$349K +3,565 New
SAM
632
Smartleaf Asset Management
Massachusetts
$370K +$66.2K +675 +23%
FMLI
633
Fukoku Mutual Life Insurance
Japan
$367K -$62.8K -641 -15%
BFEC
634
Benjamin F. Edwards & Company
Missouri
$367K +$106K +1,080 +44%
PPG
635
Peak Planning Group
Colorado
$367K +$345K +3,519 New
PP
636
PDS Planning
Ohio
$360K +$7.84K +80 +2%
CA
637
Commerzbank Aktiengesellschaft
Germany
$359K +$24.2K +247 +8%
EWA
638
EP Wealth Advisors
California
$357K +$4.02K +41 +1%
CA
639
CoreCap Advisors
Michigan
$354K +$3.04K +31 +0.9%
PWPS
640
Pinnacle Wealth Planning Services
Ohio
$354K – – –
SWA
641
SFMG Wealth Advisors
Texas
$350K -$6.08K -62 -2%
PSFG
642
Prairie Sky Financial Group
Illinois
$347K – – –
PWMG
643
Pinnacle Wealth Management Group
Michigan
$346K – – –
SYBT
644
Stock Yards Bank & Trust
Kentucky
$345K -$8.04K -82 -2%
CC
645
Corton Capital
Ontario, Canada
$344K +$323K +3,295 New
JWCA
646
J.W. Cole Advisors
Florida
$343K -$17.4K -178 -5%
SW
647
SVB Wealth
Massachusetts
$342K -$142K -1,451 -31%
EWA
648
Emergent Wealth Advisors
New York
$339K – – –
BHA
649
Beech Hill Advisors
New York
$339K – – –
ECM
650
Evergreen Capital Management
Washington
$338K +$58.6K +598 +23%
24 25
26
27 28