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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1001
Financial Management Professionals
Texas
$421K +$1.48K +7 +0.4%
AWM
1002
Accurate Wealth Management
Florida
$418K -$4.65K -22 -1%
KF
1003
Krilogy Financial
Missouri
$416K -$9.09K -43 -2%
RCP
1004
Rothschild Capital Partners
New York
$413K +$1.27K +6 +0.3%
TPA
1005
Trivium Point Advisory
Connecticut
$411K +$111K +527 +41%
SAM
1006
Sompo Asset Management
Japan
$411K +$383K +1,810 New
WA
1007
Wealth Alliance
New York
$410K +$7.82K +37 +2%
AOWM
1008
Asset One Wealth Management
Washington
$409K +$116K +550 +46%
FWM
1009
Focused Wealth Management
New York
$407K +$56.9K +269 +18%
DE
1010
Diversified Enterprises
Delaware
$404K +$13.7K +65 +4%
CH
1011
Cromwell Holdings
Wyoming
$404K – – –
SA
1012
Sovran Advisors
California
$400K +$1.27K +6 +0.4%
RIL
1013
Rothschild Investment LLC
Illinois
$398K +$6.98K +33 +2%
FGA
1014
Fortis Group Advisors
New Jersey
$397K -$15.9K -75 -4%
SFS
1015
Sowell Financial Services
Arkansas
$397K -$4.65K -22 -1%
SW
1016
SVB Wealth
Massachusetts
$397K +$4.86K +23 +1%
RPWA
1017
Regent Peak Wealth Advisors
Georgia
$396K +$8.24K +39 +2%
RSWM
1018
Robertson Stephens Wealth Management
California
$395K -$8.67K -41 -2%
CM
1019
Cercano Management
Washington
$394K – – –
RFA
1020
Register Financial Advisors
Georgia
$394K – – –
DWM
1021
Diversify Wealth Management
Utah
$390K +$86K +407 +35%
DAS
1022
Diversify Advisory Services
Utah
$390K +$332K +1,571 New
SR
1023
Swiss Re
Switzerland
$387K +$327K +1,549 +999%
CFG
1024
Cooper Financial Group
California
$387K +$25.2K +119 +8%
HAIM
1025
Hunter Associates Investment Management
Pennsylvania
$386K +$423 +2 +0.1%
39 40
41
42 43