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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
ATS
926
Ashton Thomas Securities
New York
$49.8K +$45.4K +389 New
S
927
Sachetta
Massachusetts
$48.5K +$35K +300 +380%
ADL
928
Asset Dedication LLC
California
$44.9K -$5.13K -44 -11%
SCM
929
Silvant Capital Management
Georgia
$44.6K – – –
PTC
930
Private Trust Company
Ohio
$44.4K -$1.05K -9 -3%
PSB
931
Piscataqua Savings Bank
New Hampshire
$43.3K – – –
IBOK
932
Independence Bank of Kentucky
Kentucky
$42.6K +$38.9K +333 New
NFSG
933
Newbridge Financial Services Group
Florida
$41.4K -$2.33K -20 -6%
FMP
934
Financial Management Professionals
Texas
$41K +$1.87K +16 +5%
WFA
935
West Financial Advisors
Iowa
$41K – – –
MAM
936
Meeder Asset Management
Ohio
$39.9K +$3.38K +29 +10%
CA
937
Claris Advisors
Missouri
$39.3K +$35.8K +307 New
JFA
938
JNBA Financial Advisors
Minnesota
$38.5K – – –
IWP
939
IAG Wealth Partners
Wisconsin
$38.4K – – –
CA
940
Centerpoint Advisors
Massachusetts
$38K – – –
RA
941
Rise Advisors
New York
$37.8K +$233 +2 +0.7%
FFO
942
Fortitude Family Office
Arizona
$37K +$9.1K +78 +37%
BIA
943
Bell Investment Advisors
California
$36.2K -$817 -7 -2%
TH
944
TCTC Holdings
Texas
$36.1K -$114K -980 -78%
MIM
945
Manitou Investment Management
Ontario, Canada
$34.6K – – –
TCM
946
TruNorth Capital Management
Michigan
$33.4K – – –
GKIM
947
GW&K Investment Management
Massachusetts
$33K +$6.65K +57 +28%
AWM
948
Avior Wealth Management
Nebraska
$32.2K +$350 +3 +1%
CTWM
949
Cherry Tree Wealth Management
Minnesota
$32K – – –
NB
950
NBT Bank
New York
$29.9K +$10.9K +93 +66%
36 37
38
39 40