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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
926
Hardy Reed
Mississippi
$319K +$35.7K +217 +14%
CH
927
Cromwell Holdings
Wyoming
$317K – – –
VAF
928
Values Added Financial
District of Columbia
$316K +$20.4K +124 +8%
OMC
929
Old Mission Capital
Illinois
$316K +$292K +1,776 New
CAG
930
Crestwood Advisors Group
Massachusetts
$316K +$75K +456 +35%
FDW
931
Fourth Dimension Wealth
Ohio
$314K +$1.15K +7 +0.4%
CPIG
932
Chicago Partners Investment Group
Illinois
$314K +$37.1K +226 +15%
BF
933
Brucke Financial
Indiana
$314K +$285K +1,733 New
CFG
934
Carr Financial Group
Massachusetts
$311K +$986 +6 +0.3%
CM
935
Cercano Management
Washington
$309K – – –
OL
936
Optas LLC
Texas
$309K +$15.9K +97 +6%
CIC
937
Crawford Investment Counsel
Georgia
$308K – – –
CFA
938
Cahill Financial Advisors
Minnesota
$306K +$164 +1 +0.1%
RPWA
939
Regent Peak Wealth Advisors
Georgia
$306K +$282K +1,717 New
FFN
940
Focus Financial Network
Minnesota
$306K +$164 +1 +0.1%
M
941
MOTCO
Texas
$305K +$12.3K +75 +5%
FCM
942
Fieldview Capital Management
Michigan
$304K +$281K +1,709 New
SIM
943
Sentry Investment Management
Wisconsin
$303K +$38K +231 +15%
MC
944
Middleton & Co
Massachusetts
$303K – – –
LI
945
Lafayette Investments
Maryland
$303K – – –
RYIA
946
Roehl & Yi Investment Advisors
Oregon
$302K +$3.78K +23 +1%
ECM
947
Eisler Capital Management
United Kingdom
$301K -$4.44M -27,013 -94%
FWA
948
FSM Wealth Advisors
Ohio
$296K +$33.4K +203 +14%
LIG
949
Lokken Investment Group
Delaware
$296K – – –
MAWA
950
Moss Adams Wealth Advisors
Washington
$296K +$12.2K +74 +5%
36 37
38
39 40