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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
901
First Affirmative Financial Network
Colorado
$294K +$4.18K +28 +1%
AIIMS
902
Analyst IMS Investment Management Services
Israel
$294K +$14.8K +99 +5%
SCP
903
Sivia Capital Partners
California
$294K +$19K +127 +7%
CAMG
904
CWA Asset Management Group
Florida
$292K +$45.7K +306 +19%
QFW
905
QTR Family Wealth
Florida
$292K +$28.7K +192 +11%
FG
906
Foster Group
Iowa
$291K +$13.6K +91 +5%
ODA
907
One Degree Advisors
California
$291K – – –
JSSH
908
J. Safra Sarasin Holding
$289K -$2.56M -17,148 -90%
MAM
909
Mystic Asset Management
Rhode Island
$289K +$17.3K +116 +7%
CSPIA
910
Cary Street Partners Investment Advisory
Virginia
$289K +$14.5K +97 +5%
MMA
911
Miracle Mile Advisors
California
$287K +$279K +1,870 New
DAS
912
Dynamic Advisor Solutions
Arizona
$287K +$16K +107 +6%
PFBT
913
Parkside Financial Bank & Trust
Missouri
$287K +$42.9K +287 +18%
WWM
914
Western Wealth Management
Colorado
$283K +$22.4K +150 +9%
MSE
915
MUFG Securities EMEA
United Kingdom
$282K +$274K +1,836 New
CAWM
916
Capital Advisors Wealth Management
Washington
$282K -$13.7K -92 -5%
PW
917
PUREfi Wealth
Massachusetts
$279K +$272K +1,817 New
DWP
918
Daymark Wealth Partners
Ohio
$279K -$7.17K -48 -3%
BWM
919
Bullock Wealth Management
Indiana
$277K -$9.86K -66 -3%
CH
920
Cromwell Holdings
Wyoming
$274K – – –
FAG
921
Fortitude Advisory Group
Washington
$272K -$3.74K -25 -1%
MPM
922
MBB Public Markets
Illinois
$271K -$58.7K -393 -18%
M
923
MOTCO
Texas
$271K -$53.4K -357 -18%
FDW
924
Fourth Dimension Wealth
Ohio
$270K +$246K +1,647 +1,484%
FGA
925
Fortis Group Advisors
New Jersey
$269K +$9.12K +61 +4%
35 36
37
38 39