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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
926
Investment Partners
Ohio
$246K +$712 +5 +0.3%
HAIM
927
Hunter Associates Investment Management
Pennsylvania
$246K – – –
CIAS
928
Capital Investment Advisory Services
North Carolina
$246K +$229K +1,605 New
CI
929
Cherokee Insurance
Michigan
$245K – – –
I
930
InceptionR
California
$245K +$228K +1,599 New
CAMG
931
CWA Asset Management Group
Florida
$244K +$227K +1,592 New
EFM
932
E Fund Management
China
$244K +$227K +1,590 New
LWM
933
Liberty Wealth Management
California
$243K – – –
IAS
934
Investment Advisory Services
Texas
$242K -$14.2K -100 -6%
PFBT
935
Parkside Financial Bank & Trust
Missouri
$242K +$20.1K +141 +10%
MSAM
936
Moloney Securities Asset Management
Missouri
$241K -$42.6K -299 -16%
FGA
937
Fortis Group Advisors
New Jersey
$241K +$217K +1,521 +3,042%
RPWA
938
Regent Peak Wealth Advisors
Georgia
$241K -$3.42K -24 -2%
GCP
939
GSA Capital Partners
United Kingdom
$240K +$224K +1,569 New
SDWMA
940
Schneider Downs Wealth Management Advisors
Pennsylvania
$239K +$223K +1,562 New
MNBTD
941
Moody National Bank Trust Division
Texas
$238K +$221K +1,551 New
SC
942
SummitTX Capital
Texas
$237K +$221K +1,550 New
AHL
943
Abel Hall LLC
Louisiana
$237K +$221K +1,549 New
ZBNA
944
Zions Bancorporation, National Association
Utah
$236K +$219K +1,539 New
ARC
945
Advisor Resource Council
Texas
$235K +$255K +1,787 New
OL
946
OneFund LLC
Florida
$234K +$218K +1,527 New
PA
947
Procyon Advisors
Connecticut
$234K +$217K +1,526 New
BWL
948
Bogart Wealth LLC
Virginia
$234K +$997 +7 +0.5%
CTI
949
Community Trust & Investment
Kentucky
$233K +$217K +1,520 New
KBFS
950
Kohmann Bosshard Financial Services
Ohio
$233K -$427 -3 -0.2%
36 37
38
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