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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
701
Evergreen Capital Management
Washington
$247K +$1.81K +20 +0.8%
PPA
702
Painted Porch Advisors
California
$245K – – –
STA
703
Summit Trail Advisors
New York
$244K -$8.69K -96 -4%
RFA
704
Register Financial Advisors
Georgia
$243K – – –
NC
705
NBW Capital
Massachusetts
$242K +$235K +2,590 New
NP
706
Nilsine Partners
Colorado
$242K -$28K -309 -11%
BF
707
BOK Financial
Oklahoma
$241K -$7.97K -88 -3%
WBG
708
Wharton Business Group
Pennsylvania
$239K – – –
EP
709
Edgestream Partners
New Jersey
$237K -$62.1K -686 -21%
HI
710
Hudock Inc
Pennsylvania
$235K +$634 +7 +0.3%
1WA
711
180 Wealth Advisors
Washington
$234K +$227K +2,506 New
MFWP
712
Mosaic Family Wealth Partners
Missouri
$234K – – –
FT
713
Fiduciary Trust
Massachusetts
$233K – – –
P
714
Pitcairn
Pennsylvania
$230K +$223K +2,462 New
FNBOMD
715
First National Bank of Mount Dora
Florida
$229K – – –
BFEC
716
Benjamin F. Edwards & Company
Missouri
$228K -$54.6K -603 -20%
CI
717
Cambiar Investors
Colorado
$228K -$139K -1,532 -39%
MA
718
Mutual Advisors
Nebraska
$226K -$6.79K -75 -3%
CSIC
719
Clifford Swan Investment Counsel
California
$225K – – –
AIA
720
Angeles Investment Advisors
California
$224K +$6.52K +72 +3%
WPP
721
Whalerock Point Partners
Rhode Island
$223K -$90.5K -1,000 -30%
SVWAG
722
Sound View Wealth Advisors Group
Georgia
$222K – – –
MSAM
723
Moloney Securities Asset Management
Missouri
$219K -$3.17K -35 -1%
RCAG
724
Rehmann Capital Advisory Group
Michigan
$216K -$12.1K -134 -5%
LFA
725
Legacy Financial Advisors
Kentucky
$216K +$209K +2,311 New
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