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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
851
Signature Estate & Investment Advisors
California
$228K +$11.7K +89 +5%
AIA
852
Angeles Investment Advisors
California
$227K +$525 +4 +0.2%
XF
853
XML Financial
Maryland
$226K +$131 +1 +0.1%
VR
854
Valued Retirements
Texas
$226K – – –
PA
855
Probity Advisors
Texas
$225K -$9.58K -73 -4%
CH
856
Cromwell Holdings
Wyoming
$224K – – –
CCG
857
Catalina Capital Group
California
$224K +$394 +3 +0.2%
HIC
858
Holderness Investments Company
North Carolina
$224K – – –
CFP
859
Catalyst Financial Partners
Massachusetts
$224K +$11.4K +87 +5%
MAM
860
Mystic Asset Management
Rhode Island
$222K -$65.6K -500 -22%
DWP
861
Daymark Wealth Partners
Ohio
$222K +$1.05K +8 +0.5%
CA
862
Continuum Advisory
Idaho
$221K – – –
CSPIA
863
Cary Street Partners Investment Advisory
Virginia
$221K -$200K -1,525 -47%
TNA
864
True North Advisors
Texas
$219K -$82.7K -630 -27%
CTA
865
Colonial Trust Advisors
South Carolina
$216K – – –
CFA
866
Cahill Financial Advisors
Minnesota
$216K -$14K -107 -6%
LA
867
Legacy Advisors
Pennsylvania
$216K +$224K +1,710 New
SCP
868
Sivia Capital Partners
California
$215K – – –
LIM
869
Leavell Investment Management
Alabama
$214K – – –
MC
870
Middleton & Co
Massachusetts
$214K – – –
LI
871
Lafayette Investments
Maryland
$214K – – –
AWM
872
Accurate Wealth Management
Florida
$212K +$8.93K +68 +4%
IAS
873
Investment Advisory Services
Texas
$212K -$154K -1,175 -41%
CIS
874
Custom Index Systems
New York
$209K +$218K +1,662 New
LIG
875
Lokken Investment Group
Delaware
$209K +$131 +1 +0.1%
33 34
35
36 37