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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1001
Robertson Stephens Wealth Management
California
$352K -$15.4K -78 -4%
SFS
1002
Sowell Financial Services
Arkansas
$350K +$7.71K +39 +2%
WA
1003
Wealth Alliance
New York
$350K -$56.9K -288 -14%
SWM
1004
Segment Wealth Management
Texas
$348K +$348K +1,762 New
CM
1005
Cercano Management
Washington
$343K – – –
RFA
1006
Register Financial Advisors
Georgia
$343K -$24.7K -125 -7%
AHL
1007
Abel Hall LLC
Louisiana
$341K +$65.4K +331 +24%
SW
1008
SVB Wealth
Massachusetts
$341K -$27.3K -138 -7%
RIL
1009
Rothschild Investment LLC
Illinois
$341K +$13.6K +69 +4%
DE
1010
Diversified Enterprises
Delaware
$339K +$72.1K +365 +27%
RPWA
1011
Regent Peak Wealth Advisors
Georgia
$337K +$6.72K +34 +2%
HAIM
1012
Hunter Associates Investment Management
Pennsylvania
$337K +$20.2K +102 +6%
ACM
1013
Advisors Capital Management
New Jersey
$337K +$13.2K +67 +4%
FCM
1014
Fell Capital Management
California
$336K – – –
MFGM
1015
Marshall Financial Group (Maryland)
Maryland
$336K -$244K -1,235 -42%
MNBTD
1016
Moody National Bank Trust Division
Texas
$336K +$1.98K +10 +0.6%
WP
1017
WealthShield Partners
North Carolina
$334K -$593 -3 -0.2%
MHC
1018
May Hill Capital
Massachusetts
$333K +$23.1K +117 +7%
CSIC
1019
Clifford Swan Investment Counsel
California
$331K -$148K -750 -31%
TWM
1020
TRB Wealth Management
Texas
$331K +$330K +1,672 New
PA
1021
Procyon Advisors
Connecticut
$331K +$35.6K +180 +12%
CAM
1022
Cresset Asset Management
Illinois
$330K -$631K -3,195 -66%
CFA
1023
Cahill Financial Advisors
Minnesota
$330K -$9.88K -50 -3%
WKWM
1024
Walter & Keenan Wealth Management
Indiana
$328K -$85.8K -434 -21%
CI
1025
Cambiar Investors
Colorado
$328K – – –
39 40
41
42 43