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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
726
Global Wealth Management Investment Advisory
Florida
$32K -$174K -2,214 -85%
CFG
727
Citizens Financial Group
Rhode Island
$31K – – –
GEA
728
Glen Eagle Advisors
New Jersey
$30.2K +$157 +2 +0.5%
WAS
729
Winch Advisory Services
Wisconsin
$30K -$3.69K -47 -11%
HWA
730
Heritage Wealth Advisors
Virginia
$29.9K -$6.21K -79 -18%
SMFS
731
Squar Milner Financial Services
California
$29K – – –
EIP
732
Ellis Investment Partners
Pennsylvania
$29K +$28.5K +362 New
JFA
733
JNBA Financial Advisors
Minnesota
$28K – – –
KPCM
734
Kings Point Capital Management
New York
$28K +$27.4K +349 New
ESB
735
Essex Savings Bank
Connecticut
$27K +$23.6K +300 +811%
LWS
736
Lucia Wealth Services
California
$26K -$11.5K -146 -32%
WPA
737
West Paces Advisors
Georgia
$24.9K – – –
HGWM
738
Harvest Group Wealth Management
Massachusetts
$24K – – –
PCP
739
Proficio Capital Partners
Massachusetts
$24K +$5.58K +71 +32%
LWA
740
Lenox Wealth Advisors
New York
$24K +$23.1K +294 New
MAM
741
Meeder Asset Management
Ohio
$23K +$21.9K +278 New
AAP
742
Arax Advisory Partners
Colorado
$23K +$22.6K +287 New
PFGIA
743
Patriot Financial Group Insurance Agency
Massachusetts
$22K – – –
CTB
744
Country Trust Bank
Illinois
$22K +$10.8K +138 +100%
LPWM
745
Lake Point Wealth Management
Texas
$21K – – –
DAM
746
Delta Asset Management
Tennessee
$20K – – –
IRC
747
Investors Research Corp
Georgia
$20K – – –
SFG
748
SevenBridge Financial Group
Pennsylvania
$20K – – –
WB
749
Webster Bank
Connecticut
$20K – – –
SIM
750
Sonora Investment Management
Arizona
$20K +$2.99K +38 +18%
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