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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
876
Bell Investment Advisors
California
$30.2K +$588 +6 +2%
MAM
877
Meeder Asset Management
Ohio
$29.5K +$27.7K +283 New
MIM
878
Manitou Investment Management
Ontario, Canada
$28.1K – – –
C
879
Covestor
United Kingdom
$28K +$392 +4 +2%
VWM
880
Venturi Wealth Management
Texas
$27.6K +$20.9K +213 +410%
TCM
881
TruNorth Capital Management
Michigan
$27.2K +$25.6K +261 New
WAS
882
Winch Advisory Services
Wisconsin
$26.5K +$98 +1 +0.4%
CTWM
883
Cherry Tree Wealth Management
Minnesota
$26.1K – – –
AWM
884
Avior Wealth Management
Nebraska
$25.9K -$36.9K -377 -60%
FFA
885
First Foundation Advisors
California
$25.5K +$24K +245 New
GLR
886
Great Lakes Retirement
Ohio
$25.3K +$23.8K +243 New
SIC
887
Salem Investment Counselors
North Carolina
$24.1K – – –
BWAM
888
Boyd Watterson Asset Management
Ohio
$23.8K – – –
OA
889
Operose Advisors
Wisconsin
$23.5K – – –
SIS
890
Strategic Investment Solutions
Illinois
$22.8K +$20.1K +205 New
FP
891
Financial Perspectives
Minnesota
$22.5K – – –
HCM
892
Hollencrest Capital Management
California
$22.4K – – –
FFO
893
Fortitude Family Office
Arizona
$22K -$1.47K -15 -7%
PA
894
PSI Advisors
Florida
$21.2K – – –
GKIM
895
GW&K Investment Management
Massachusetts
$21K +$3.23K +33 +20%
BC
896
Broadwater Capital
Massachusetts
$20.9K – – –
GTAM
897
Global Trust Asset Management
Florida
$20.9K – – –
TCPG
898
Trivant Custom Portfolio Group
California
$20.9K – – –
GWSG
899
GPS Wealth Strategies Group
Colorado
$20K +$17.1K +175 +1,029%
AAG
900
Armstrong Advisory Group
Massachusetts
$19.9K -$98 -1 -0.5%
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37 38