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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
726
Financial Advocates Investment Management
Washington
$382K +$36.2K +276 +10%
LCG
727
Lynx Capital Group
Ohio
$378K – – –
DAC
728
Dividend Assets Capital
South Carolina
$378K – – –
SYBT
729
Stock Yards Bank & Trust
Kentucky
$375K – – –
CI
730
CX Institutional
Indiana
$369K +$6.04K +46 +2%
KFGK
731
Keystone Financial Group (Kentucky)
Kentucky
$367K – – –
WA
732
Whipplewood Advisors
Colorado
$367K +$382K +2,909 New
BWP
733
BSW Wealth Partners
Colorado
$365K +$60.4K +460 +19%
BPWM
734
Badgley Phelps Wealth Managers
Washington
$360K +$3.54K +27 +1%
CTC
735
Cetera Trust Company
Minnesota
$359K -$23K -175 -6%
BFM
736
Boothbay Fund Management
New York
$358K -$577K -4,398 -61%
AA
737
ALPS Advisors
Colorado
$354K +$368K +2,805 New
SAI
738
Savvy Advisors Inc
New York
$352K +$367K +2,796 New
LFA
739
Legacy Financial Advisors
Kentucky
$351K +$2.36K +18 +0.7%
WSFS
740
Wilmington Savings Fund Society
Delaware
$350K +$18.8K +143 +5%
VWA
741
Visionary Wealth Advisors
Illinois
$348K -$13.1K -100 -3%
CAL
742
Capital Analysts LLC
Pennsylvania
$346K +$1.84K +14 +0.5%
1WA
743
180 Wealth Advisors
Washington
$339K -$9.32K -71 -3%
DP
744
Dearborn Partners
Illinois
$337K -$41.7K -318 -11%
CGL
745
Clarius Group LLC
Washington
$337K -$6.17K -47 -2%
P
746
Pitcairn
Pennsylvania
$336K -$505K -3,847 -59%
BC
747
Bowman & Company
Wisconsin
$336K – – –
FT
748
Fiduciary Trust
Massachusetts
$335K +$29.9K +228 +9%
CAM
749
Covenant Asset Management
New Jersey
$335K -$7.09K -54 -2%
HIC
750
Hartline Investment Corp
Illinois
$334K – – –
28 29
30
31 32