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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
701
LRI Investments
Florida
$717K -$4.48K -30 -0.6%
EWA
702
EverSource Wealth Advisors
Alabama
$716K +$148K +990 +27%
MWM
703
Manske Wealth Management
Texas
$700K -$13.4K -90 -2%
PPWP
704
Premier Path Wealth Partners
New Jersey
$697K +$16.1K +108 +2%
FF
705
Fluent Financial
Texas
$693K +$674K +4,510 New
FAT
706
First American Trust
California
$691K +$18.5K +124 +3%
SMA
707
Sage Mountain Advisors
Georgia
$691K +$8.37K +56 +1%
GRP
708
Global Retirement Partners
California
$688K +$669K +4,479 New
DJSG
709
D.J. St. Germain
Massachusetts
$687K +$310K +2,074 +87%
IWM
710
IHT Wealth Management
Illinois
$682K -$117K -784 -15%
TBA
711
Tower Bridge Advisors
Pennsylvania
$680K -$63.5K -425 -9%
WT
712
Whittier Trust
California
$677K +$35.7K +239 +6%
VFA
713
Valeo Financial Advisors
Indiana
$677K +$109K +728 +20%
PCP
714
Proficio Capital Partners
Massachusetts
$676K +$10.6K +71 +2%
JIC
715
Joel Isaacson & Co
New York
$676K – – –
PIM
716
Plato Investment Management
Australia
$673K +$747 +5 +0.1%
CA
717
Clearstead Advisors
Ohio
$663K -$27K -181 -4%
PP
718
PDS Planning
Ohio
$656K +$84.9K +568 +15%
PIA
719
Panoramic Investment Advisors
Colorado
$654K -$44.8K -300 -7%
BIG
720
Brooklyn Investment Group
New York
$648K +$314K +2,102 +56%
MFGM
721
Marshall Financial Group (Maryland)
Maryland
$646K -$149K -999 -19%
CMMS
722
Comprehensive Money Management Services
Florida
$641K -$6.72K -45 -1%
WANY
723
Wealthspire Advisors (New York)
New York
$634K +$67.1K +449 +12%
HCM
724
Howard Capital Management
Georgia
$632K +$169K +1,130 +38%
BIM
725
Baldwin Investment Management
Pennsylvania
$627K – – –
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