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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1001
Colonial Trust Advisors
South Carolina
$429K – – –
PFG
1002
Prosperity Financial Group
California
$425K +$3.38K +16 +0.9%
BWM
1003
Bullock Wealth Management
Indiana
$425K +$634 +3 +0.2%
PIA
1004
Perennial Investment Advisors
California
$422K +$75.9K +359 +24%
FMP
1005
Financial Management Professionals
Texas
$421K +$1.48K +7 +0.4%
AWM
1006
Accurate Wealth Management
Florida
$418K -$4.65K -22 -1%
KF
1007
Krilogy Financial
Missouri
$416K -$9.09K -43 -2%
RCP
1008
Rothschild Capital Partners
New York
$413K +$1.27K +6 +0.3%
TPA
1009
Trivium Point Advisory
Connecticut
$411K +$111K +527 +41%
SAM
1010
Sompo Asset Management
Japan
$411K +$383K +1,810 New
WA
1011
Wealth Alliance
New York
$410K +$7.82K +37 +2%
AOWM
1012
Asset One Wealth Management
Washington
$409K +$116K +550 +46%
FWM
1013
Focused Wealth Management
New York
$407K +$56.9K +269 +18%
DE
1014
Diversified Enterprises
Delaware
$404K +$13.7K +65 +4%
CH
1015
Cromwell Holdings
Wyoming
$404K – – –
SA
1016
Sovran Advisors
California
$400K +$1.27K +6 +0.4%
RIL
1017
Rothschild Investment LLC
Illinois
$398K +$6.98K +33 +2%
FGA
1018
Fortis Group Advisors
New Jersey
$397K -$15.9K -75 -4%
SFS
1019
Sowell Financial Services
Arkansas
$397K -$4.65K -22 -1%
SW
1020
SVB Wealth
Massachusetts
$397K +$4.86K +23 +1%
RPWA
1021
Regent Peak Wealth Advisors
Georgia
$396K +$8.24K +39 +2%
RSWM
1022
Robertson Stephens Wealth Management
California
$395K -$8.67K -41 -2%
CM
1023
Cercano Management
Washington
$394K – – –
RFA
1024
Register Financial Advisors
Georgia
$394K – – –
DWM
1025
Diversify Wealth Management
Utah
$390K +$86K +407 +35%
39 40
41
42 43