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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1001
Gratus Wealth Advisors
Virginia
– -$218K -2,413 Closed
HAIM
1002
Hunter Associates Investment Management
Pennsylvania
– -$217K -2,400 Closed
WANY
1003
Wealthspire Advisors (New York)
New York
– -$213K -2,360 Closed
MIS
1004
Morningstar Investment Services
Illinois
– -$214K -2,344 Closed
GWS
1005
Glassman Wealth Services
Virginia
– -$208K -2,306 Closed
NWM
1006
Northcape Wealth Management
New York
– -$205K -2,271 Closed
GIA
1007
Gateway Investment Advisers
Ohio
– -$203K -2,252 Closed
ARC
1008
Advisor Resource Council
Texas
– -$201K -2,229 Closed
EL
1009
EMFO LLC
Florida
– -$104K -1,150 Closed
WTG
1010
West Tower Group
Virginia
– -$94.9K -1,053 Closed
LA
1011
LM Advisors
California
– -$62.2K -690 Closed
FWM
1012
Focused Wealth Management
New York
– -$53.4K -593 Closed
TCWA
1013
Turtle Creek Wealth Advisors
Texas
– -$49.1K -545 Closed
ST
1014
Smithfield Trust
Pennsylvania
– -$45K -500 Closed
FFA
1015
First Foundation Advisors
California
– -$27.3K -303 Closed
TVAMP
1016
Tennessee Valley Asset Management Partners
Tennessee
– -$21.7K -241 Closed
MCA
1017
Maryland Capital Advisors
Maryland
– -$16K -177 Closed
EC
1018
EdgeRock Capital
Colorado
– -$12.7K -144 Closed
MTIC
1019
Missouri Trust & Investment Company
Missouri
– -$9.02K -100 Closed
CIA
1020
Cape Investment Advisory
Georgia
– -$7.39K -82 Closed
LF
1021
Lee Financial
Texas
– -$3.16K -35 Closed
LIWM
1022
Long Island Wealth Management
New York
– -$2K -21 Closed
IWA
1023
IBEX Wealth Advisors
New Jersey
– -$495 -5 Closed
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