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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
976
Phillips Wealth Planners
Mississippi
$221K +$221K +1,552 New
VAF
977
Values Added Financial
District of Columbia
$221K +$206K +1,443 New
FNBT
978
FineMark National Bank & Trust
Florida
$220K +$205K +1,438 New
VRM
979
Vectors Research Management
New York
$219K +$204K +1,430 New
RSWM
980
Robertson Stephens Wealth Management
California
$219K +$203K +1,427 New
OFG
981
Oxford Financial Group
Indiana
$218K +$203K +1,422 New
RIL
982
Rothschild Investment LLC
Illinois
$217K +$7.55K +53 +4%
MWM
983
Mattern Wealth Management
Kansas
$214K +$199K +1,400 New
CWG
984
Cornerstone Wealth Group
North Carolina
$214K +$199K +1,394 New
SCA
985
Stonebridge Capital Advisors
Minnesota
$213K +$198K +1,388 New
MCM
986
MV Capital Management
Maryland
$213K +$1.28K +9 +0.7%
CPIG
987
Chicago Partners Investment Group
Illinois
$212K +$200K +1,401 New
MSCM
988
McElhenny Sheffield Capital Management
Texas
$212K +$197K +1,381 New
BA
989
Bridgewater Advisors
New York
$211K +$198K +1,390 New
BHWM
990
Bar Harbor Wealth Management
New Hampshire
$210K +$195K +1,370 New
PFC
991
Phocas Financial Corp
California
$207K +$193K +1,354 New
HAM
992
Harmony Asset Management
Arizona
$207K +$192K +1,351 New
AWM
993
Aberdeen Wealth Management
Illinois
$207K +$192K +1,350 New
APC
994
Aspire Private Capital
North Carolina
$207K +$192K +1,350 New
XF
995
XML Financial
Maryland
$204K -$65K -456 -25%
AWM
996
Angeles Wealth Management
California
$204K +$190K +1,332 New
RAG
997
RIA Advisory Group
Iowa
$204K +$189K +1,329 New
MAWA
998
Moss Adams Wealth Advisors
Washington
$203K +$189K +1,324 New
AMBIA
999
Allen Mooney & Barnes Investment Advisors
Georgia
$203K +$189K +1,323 New
OPA
1000
Old Port Advisors
Maine
$201K +$187K +1,314 New
38 39
40
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