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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
626
Values First Advisors
Tennessee
$1.11M +$10.2K +62 +1%
MWM
627
Modern Wealth Management
Kansas
$1.11M -$86.5K -526 -8%
EH
628
Equitable Holdings
New York
$1.1M +$390K +2,372 +62%
PWM
629
Perigon Wealth Management
California
$1.1M +$202K +1,226 +25%
EI
630
Ellevest Inc
New York
$1.1M -$93.5K -569 -8%
PSF
631
Pacific Sun Financial
California
$1.09M – – –
AIP
632
Ameritas Investment Partners
Nebraska
$1.09M +$41.1K +250 +4%
CA
633
Clearstead Advisors
Ohio
$1.08M +$288K +1,754 +41%
JIC
634
Johnson Investment Counsel
Ohio
$1.08M -$8.38K -51 -0.8%
IEFM
635
IQ EQ Fund Management
Ireland
$1.08M -$706K -4,297 -42%
DCM
636
Dudley Capital Management
Virginia
$1.07M – – –
FTUS
637
Flow Traders U.S.
New York
$1.07M +$988K +6,010 New
PF
638
Phoenix Financial
Israel
$1.07M -$418K -2,541 -30%
TYCC
639
Texas Yale Capital Corp
Florida
$1.07M +$35K +213 +4%
HFS
640
Hantz Financial Services
Michigan
$1.06M -$386K -2,348 -28%
QI
641
Qtron Investments
Massachusetts
$1.06M +$92K +560 +10%
CA
642
Continuum Advisory
Idaho
$1.06M +$106K +644 +12%
BWP
643
BSW Wealth Partners
Colorado
$1.06M +$189K +1,151 +24%
SF
644
Summit Financial
New Jersey
$1.05M +$16.9K +103 +2%
IWA
645
IBEX Wealth Advisors
New Jersey
$1.04M -$8.55K -52 -0.9%
PCIA
646
Prime Capital Investment Advisors
Kansas
$1.03M +$65.1K +396 +7%
BB
647
Busey Bank
Illinois
$1.02M -$61K -371 -6%
LS
648
Livforsakringsbolaget Skandia
Sweden
$1.02M -$115K -700 -11%
TNBTD
649
Trustmark National Bank Trust Department
Mississippi
$1.01M +$5.09K +31 +0.5%
BHBT
650
Burke & Herbert Bank & Trust
Virginia
$1.01M – – –
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