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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1001
Soltis Investment Advisors
Utah
$213K +$207K +1,386 New
MCM
1002
MV Capital Management
Maryland
$213K -$598 -4 -0.3%
RSWM
1003
Robertson Stephens Wealth Management
California
$212K -$6.72K -45 -3%
MSCM
1004
McElhenny Sheffield Capital Management
Texas
$212K – – –
MHC
1005
May Hill Capital
Massachusetts
$212K +$11.1K +74 +6%
AWE
1006
Avidian Wealth Enterprises
Texas
$212K -$14.6K -98 -7%
SA
1007
Sovran Advisors
California
$212K +$209K +1,397 New
FWI
1008
Facet Wealth Inc
Maryland
$211K +$191K +1,279 New
CAM
1009
Cidel Asset Management
Ontario, Canada
$210K -$19.9K -133 -9%
OCM
1010
Orion Capital Management
California
$209K +$10.8K +72 +6%
CCA
1011
Catalyst Capital Advisors
New York
$209K +$124K +833 +158%
FWM
1012
Focused Wealth Management
New York
$209K -$102K -685 -34%
WRPWM
1013
Werba Rubin Papier Wealth Management
California
$209K +$203K +1,357 New
WIM
1014
Westside Investment Management
California
$208K +$25.3K +169 +14%
APC
1015
Aspire Private Capital
North Carolina
$208K +$299 +2 +0.1%
HAM
1016
Harmony Asset Management
Arizona
$208K – – –
AWM
1017
Aberdeen Wealth Management
Illinois
$208K – – –
SFS
1018
Sowell Financial Services
Arkansas
$207K -$19.6K -131 -9%
CWMGP
1019
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$206K +$201K +1,343 New
NI
1020
Natural Investments
California
$206K -$64.3K -430 -24%
RWP
1021
Revolve Wealth Partners
New Jersey
$206K +$200K +1,339 New
OFG
1022
Oxford Financial Group
Indiana
$205K -$13K -87 -6%
PFC
1023
Phocas Financial Corp
California
$205K -$2.99K -20 -1%
XF
1024
XML Financial
Maryland
$205K – – –
CAG
1025
Crestwood Advisors Group
Massachusetts
$203K +$197K +1,320 New
39 40
41
42 43