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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
JCIA
676
Jackson Creek Investment Advisors
Colorado
$803K -$163K -1,093 -17%
SC
677
Saturna Capital
Washington
$799K +$776K +5,195 New
MGP
678
M&G plc
United Kingdom
$798K +$400K +2,677 +107%
DWT
679
Dorsey & Whitney Trust
South Dakota
$795K +$28.4K +190 +4%
CIP
680
Convergence Investment Partners
Florida
$792K +$770K +5,154 New
SBF
681
Sara-Bay Financial
Florida
$791K -$27.3K -183 -3%
FCP
682
Fidelis Capital Partners
Florida
$783K +$17.2K +115 +3%
SAM
683
Smartleaf Asset Management
Massachusetts
$771K -$110K -735 -13%
MM
684
Morangie Management
Florida
$771K +$750K +5,017 New
AWAG
685
ARS Wealth Advisors Group
Florida
$768K +$897 +6 +0.1%
TCM
686
Tuttle Capital Management
Connecticut
$764K +$96.8K +648 +15%
PWM
687
Perigon Wealth Management
California
$757K +$140K +939 +24%
IAN
688
Integrated Advisors Network
Texas
$755K +$10K +67 +1%
AC
689
AlphaCore Capital
California
$753K +$5.53K +37 +0.8%
IAG
690
Investment Advisory Group
Massachusetts
$752K +$149 +1 +0%
PMG
691
ProVise Management Group
Florida
$750K -$96.2K -644 -12%
LWM
692
LongView Wealth Management
Georgia
$750K +$1.2K +8 +0.2%
MSAM
693
Moloney Securities Asset Management
Missouri
$748K +$492K +3,292 +209%
SC
694
Syon Capital
California
$743K +$64.7K +433 +10%
PMA
695
Prudent Man Advisors
Illinois
$743K +$8.37K +56 +1%
CAM
696
Cresset Asset Management
Illinois
$741K +$84.4K +565 +13%
BWP
697
BSW Wealth Partners
Colorado
$734K +$17.3K +116 +2%
LWAM
698
Legacy Wealth Asset Management
Minnesota
$734K -$12.4K -83 -2%
ABC
699
Associated Banc-Corp
Wisconsin
$723K – – –
LAIC
700
Lederer & Associates Investment Counsel
California
$722K +$702K +4,696 New
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