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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
951
Capital Advisors Wealth Management
Washington
$487K +$1.27K +6 +0.3%
LWCFA
952
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$484K +$412K +1,950 +1,071%
GIA
953
Gateway Investment Advisers
Ohio
$484K -$261K -1,233 -37%
CPIG
954
Chicago Partners Investment Group
Illinois
$480K -$7.4K -35 -2%
SWM
955
Segment Wealth Management
Texas
$477K +$71.7K +339 +19%
SFG
956
SNS Financial Group
Minnesota
$476K +$16.3K +77 +4%
PWP
957
Phillips Wealth Planners
Mississippi
$473K -$1.9K -9 -0.4%
BA
958
Bridgewater Advisors
New York
$472K +$17.3K +82 +4%
MCM
959
Monument Capital Management
Virginia
$471K -$6.76K -32 -2%
VAF
960
Values Added Financial
District of Columbia
$471K +$44.2K +209 +11%
PFA
961
Pure Financial Advisors
California
$471K +$125K +589 +40%
WIC
962
Woodmont Investment Counsel
Tennessee
$470K – – –
CA
963
Cullinan Associates
Kentucky
$469K -$44.4K -210 -9%
MAM
964
Mystic Asset Management
Rhode Island
$469K -$10.6K -50 -2%
DBFM
965
Dickmeyer Boyce Financial Management
Indiana
$468K -$846 -4 -0.2%
QC
966
Quent Capital
New York
$465K -$7.61K -36 -2%
SAM
967
Sagewood Asset Management
New York
$465K +$433K +2,048 New
PUI
968
Purpose Unlimited Inc
$462K – – –
TW
969
Tempo Wealth
Ohio
$462K +$2.75K +13 +0.6%
AHL
970
Abel Hall LLC
Louisiana
$461K +$64.5K +305 +18%
CI
971
Corient IA
Florida
$461K – – –
PMA
972
Prudent Man Advisors
Illinois
$461K +$17.3K +82 +4%
GIA
973
Guyasuta Investment Advisors
Pennsylvania
$459K – – –
GHI
974
Gross & Hartman Investments
Pennsylvania
$458K – – –
SHFC
975
Safe Harbor Family Capital
North Carolina
$458K – – –
37 38
39
40 41