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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
726
Core Alternative Capital
Georgia
$11.1K +$64 +1 +0.6%
BWA
727
BDO Wealth Advisors
Florida
$10.9K – – –
CFO
728
CVA Family Office
Colorado
$10.8K -$23.8K -370 -69%
BAM
729
Bellevue Asset Management
Washington
$10.5K +$64 +1 +0.6%
FCA
730
FinTrust Capital Advisors
South Carolina
$10.3K – – –
IAS
731
IMA Advisory Services
Colorado
$10.2K – – –
CT
732
Cambridge Trust
Massachusetts
$10K – – –
MYAM
733
Meiji Yasuda Asset Management
Japan
$9.58K -$22K -342 -0.2%
CBT
734
Central Bank & Trust
Kentucky
$9.44K +$9.26K +144 New
HBW
735
Hazlett, Burt & Watson
West Virginia
$9K – – –
SFA
736
Semmax Financial Advisors
North Carolina
$9K – – –
EWM
737
Evermay Wealth Management
Virginia
$8.98K -$771 -12 -8%
AFG
738
Albion Financial Group
Utah
$8.85K – – –
MRCM
739
M&R Capital Management
New Jersey
$8.85K – – –
CFFP
740
Center for Financial Planning
Michigan
$8.72K – – –
WWM
741
Wolff Wiese Magana
California
$8.39K – – –
AWM
742
Avior Wealth Management
Nebraska
$7.95K -$1.8K -28 -19%
IRC
743
Investors Research Corp
Georgia
$7.6K – – –
NC
744
NewSquare Capital
Pennsylvania
$7.08K +$6.94K +108 New
RDIA
745
RE Dickinson Investment Advisors
Iowa
$7K – – –
TAM
746
Tucker Asset Management
Colorado
$6.98K – – –
PFG
747
Piershale Financial Group
Illinois
$6.88K +$6.75K +105 New
BC
748
Barrett & Company
Rhode Island
$6.55K – – –
LCM
749
Logan Capital Management
Pennsylvania
$6.55K – – –
TCOV
750
Trust Company of Vermont
Vermont
$6.55K – – –
28 29
30
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