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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
701
McDonald Partners
Ohio
$1.25M +$1.16M +5,506 New
LK
702
Lumbard & Kellner
New Hampshire
$1.25M – – –
IWA
703
IBEX Wealth Advisors
New Jersey
$1.25M -$16.1K -76 -1%
PMAM
704
Picton Mahoney Asset Management
Ontario, Canada
$1.24M -$562K -2,657 -33%
TCIIS
705
TIAA-CREF Individual & Institutional Services
New York
$1.23M +$336K +1,587 +41%
PWM
706
Perigon Wealth Management
California
$1.23M +$61.5K +291 +6%
PWMG
707
Prestige Wealth Management Group
New Jersey
$1.2M -$803K -3,799 -42%
SCI
708
Stableford Capital II
Arizona
$1.2M -$22.2K -105 -2%
CI
709
CX Institutional
Indiana
$1.19M +$334K +1,582 +43%
LS
710
Livforsakringsbolaget Skandia
Sweden
$1.18M -$106K -500 -9%
AWM
711
AE Wealth Management
Kansas
$1.18M +$231K +1,093 +27%
HIM
712
Hanlon Investment Management
New Jersey
$1.17M +$870K +4,114 +391%
AA
713
Advisory Alpha
Michigan
$1.17M +$608K +2,876 +126%
SBF
714
Sara-Bay Financial
Florida
$1.17M – – –
AWAG
715
ARS Wealth Advisors Group
Florida
$1.16M +$3.59K +17 +0.3%
BB
716
Busey Bank
Illinois
$1.16M -$69.6K -329 -6%
JSC
717
Jackson Square Capital
California
$1.16M -$5.29K -25 -0.5%
HCM
718
Howard Capital Management
Georgia
$1.16M +$626K +2,963 +139%
CAM
719
Cresset Asset Management
Illinois
$1.15M +$723K +3,418 +205%
PPWP
720
Premier Path Wealth Partners
New Jersey
$1.15M +$4.02K +19 +0.4%
BIA
721
Benchmark Investment Advisors
Illinois
$1.15M – – –
CA
722
Commerzbank Aktiengesellschaft
Germany
$1.14M -$127K -600 -11%
DT
723
Diversified Trust
Tennessee
$1.14M -$71K -336 -6%
RPCONE
724
Retirement Planning Company of New England
Rhode Island
$1.13M -$60.7K -287 -5%
SOS
725
Silver Oak Securities
Tennessee
$1.13M +$223K +1,055 +27%
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