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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
726
AA Financial Advisors
Ohio
$549K +$166K +1,164 +48%
PPG
727
Peak Planning Group
Colorado
$543K +$997 +7 +0.2%
GL
728
Graypoint LLC
New York
$542K +$15.4K +108 +3%
FMLI
729
Fukoku Mutual Life Insurance
Japan
$540K – – –
SRL
730
Scientech Research LLC
New Jersey
$538K +$500K +3,509 New
EH
731
Equitable Holdings
New York
$537K +$59.4K +417 +13%
RSA
732
River Street Advisors
Illinois
$537K +$19.8K +139 +4%
SW
733
SVB Wealth
Massachusetts
$536K +$38.3K +269 +8%
SFGP
734
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$530K +$712 +5 +0.1%
CA
735
CoreCap Advisors
Michigan
$529K +$48.7K +342 +11%
MCM
736
Monument Capital Management
Virginia
$528K -$67.5K -474 -12%
CI
737
Conning Inc
Connecticut
$525K +$21.5K +151 +5%
HKIMG
738
Hutchens & Kramer Investment Management Group
Indiana
$524K -$16.1K -113 -3%
PWW
739
Pettyjohn Wood & White
Virginia
$517K -$9.97K -70 -2%
GSWM
740
Greenup Street Wealth Management
Michigan
$516K -$461K -3,237 -49%
MA
741
Mutual Advisors
Nebraska
$515K +$208K +1,459 +71%
NP
742
Nilsine Partners
Colorado
$513K +$34.6K +243 +8%
SWA
743
SFMG Wealth Advisors
Texas
$512K +$6.41K +45 +1%
LSPW
744
Lake Street Private Wealth
Illinois
$511K -$11.4K -80 -2%
CI
745
CX Institutional
Indiana
$511K +$57.7K +405 +14%
PSFG
746
Prairie Sky Financial Group
Illinois
$510K – – –
PWMG
747
Pinnacle Wealth Management Group
Michigan
$508K – – –
OL
748
Optas LLC
Texas
$507K +$471K +3,306 New
SCM
749
Shelton Capital Management
Colorado
$502K – – –
BHA
750
Beech Hill Advisors
New York
$498K – – –
28 29
30
31 32