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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
651
Elevated Capital Advisors
Utah
$232K +$243K +2,834 New
MCCP
652
Mission Creek Capital Partners
California
$232K +$243K +2,835 New
BHWM
653
Bay Harbor Wealth Management
Maryland
$229K +$771 +9 +0.3%
WIC
654
Woodmont Investment Counsel
Tennessee
$226K – – –
LC
655
LCNB Corp
Ohio
$226K +$7.02K +82 +3%
KP
656
Keel Point
Alabama
$226K +$43.8K +512 +23%
TNB
657
Thomasville National Bank
Georgia
$225K -$14.4K -168 -6%
BCM
658
BTR Capital Management
California
$223K -$12.4K -145 -5%
ACM
659
Allred Capital Management
Texas
$222K -$129K -1,503 -36%
RHBC
660
R.H. Bluestein & Co
Michigan
$221K +$25.7K +300 +13%
CCP
661
Corient Capital Partners
California
$218K -$47.3K -552 -17%
AI
662
Accredited Investors
Minnesota
$218K +$228K +2,664 New
FM
663
Family Management
New York
$218K +$228K +2,666 New
WF
664
Welch & Forbes
Massachusetts
$216K – – –
IB
665
Intrust Bank
Kansas
$213K -$24.7K -289 -10%
LAS
666
Lloyd Advisory Services
Georgia
$213K – – –
AIM
667
Aurora Investment Managers
Florida
$211K +$221K +2,583 New
BCI
668
Brinker Capital Investments
Pennsylvania
$209K -$5.14K -60 -2%
WBG
669
Wharton Business Group
Pennsylvania
$209K – – –
SF
670
Synovus Financial
Georgia
$209K +$59.3K +693 +38%
FT
671
Fiduciary Trust
Massachusetts
$207K +$14.7K +172 +7%
EDRH
672
Edmond de Rothschild Holding
Switzerland
$206K +$216K +2,524 New
WP
673
WealthSource Partners
California
$205K -$342 -4 -0.2%
MIFH
674
Migdal Insurance & Financial Holdings
Israel
$205K +$13.9K +162 +7%
HS
675
Haafor (Singapore)
Singapore
$205K +$214K +2,504 New
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