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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
776
Mutual Advisors
Nebraska
$268K -$13.4K -115 -5%
NWM
777
Northcape Wealth Management
New York
$268K – – –
RFC
778
Regions Financial Corp
Alabama
$267K +$14.6K +125 +6%
CCA
779
Childress Capital Advisors
Texas
$266K +$1.05K +9 +0.4%
MIS
780
Morningstar Investment Services
Illinois
$264K +$242K +2,076 New
WS
781
Wedbush Securities
California
$261K -$260K -2,229 -52%
MSAM
782
Moloney Securities Asset Management
Missouri
$261K -$35.4K -303 -13%
EW
783
Evoke Wealth
California
$261K +$237K +2,035 New
CC
784
Commons Capital
Massachusetts
$257K +$583 +5 +0.3%
GAG
785
GM Advisory Group
New York
$256K – – –
SPA
786
Sherbrooke Park Advisers
New York
$255K -$599K -5,135 -72%
MPWT
787
MassMutual Private Wealth & Trust
Connecticut
$254K +$5.25K +45 +2%
WA
788
Wealth Alliance
New York
$254K -$11.1K -95 -5%
MG
789
Mather Group
Illinois
$253K +$4.78K +41 +2%
SQA
790
Simon Quick Advisors
New Jersey
$252K +$230K +1,970 New
M
791
MOTCO
Texas
$251K -$31.7K -272 -12%
QWP
792
Quotient Wealth Partners
Texas
$251K +$229K +1,959 New
BCCM
793
Bridge Creek Capital Management
Massachusetts
$250K – – –
EWM
794
Echo Wealth Management
Minnesota
$249K – – –
PFG
795
Prosperity Financial Group
California
$245K +$224K +1,917 New
CAWM
796
Capital Advisors Wealth Management
Washington
$244K +$223K +1,909 New
BWM
797
Bullock Wealth Management
Indiana
$244K +$11.3K +97 +5%
ODA
798
One Degree Advisors
California
$243K +$223K +1,915 New
SB
799
Strategic Blueprint
Georgia
$242K -$11.3K -97 -5%
9WM
800
9258 Wealth Management
Ohio
$240K +$219K +1,876 New
30 31
32
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