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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SBF
651
Sara-Bay Financial
Florida
$818K +$4.13K +29 +0.5%
IA
652
Integrity Alliance
Iowa
$814K +$757K +5,315 New
RPCONE
653
Retirement Planning Company of New England
Rhode Island
$806K -$13.8K -97 -2%
TNBTD
654
Trustmark National Bank Trust Department
Mississippi
$804K +$245K +1,720 +49%
FFA
655
Farther Finance Advisors
California
$803K +$237K +1,661 +47%
IWM
656
IHT Wealth Management
Illinois
$800K +$18.7K +131 +3%
MFGM
657
Marshall Financial Group (Maryland)
Maryland
$795K +$36.2K +254 +5%
OAM
658
Ostrum Asset Management
France
$793K -$5.7K -40 -0.8%
SWP
659
Sagespring Wealth Partners
Tennessee
$788K +$119K +837 +19%
BIA
660
Benchmark Investment Advisors
Illinois
$775K – – –
ETC
661
Exchange Traded Concepts
Oklahoma
$771K +$49.4K +347 +7%
HFM
662
Hartford Funds Management
Pennsylvania
$768K +$714K +5,011 New
AWAG
663
ARS Wealth Advisors Group
Florida
$764K -$4.7K -33 -0.7%
DWT
664
Dorsey & Whitney Trust
South Dakota
$763K +$62.8K +441 +10%
IAG
665
Investment Advisory Group
Massachusetts
$749K – – –
LWM
666
LongView Wealth Management
Georgia
$746K -$15.2K -107 -2%
AC
667
AlphaCore Capital
California
$745K +$48.7K +342 +8%
LWAM
668
Legacy Wealth Asset Management
Minnesota
$744K -$4.13K -29 -0.6%
TBA
669
Tower Bridge Advisors
Pennsylvania
$743K – – –
IAN
670
Integrated Advisors Network
Texas
$742K +$2.99K +21 +0.4%
DC
671
Davenport & Co
Virginia
$732K +$14.7K +103 +2%
PMA
672
Prudent Man Advisors
Illinois
$731K – – –
SF
673
Summit Financial
New Jersey
$724K +$58.4K +410 +10%
ABC
674
Associated Banc-Corp
Wisconsin
$721K -$1.57K -11 -0.2%
LI
675
LRI Investments
Florida
$719K -$36.9K -259 -5%
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