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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1101
Physician Wealth Advisors
Utah
$143K +$27.9K +170 +27%
FUBT
1102
First United Bank & Trust
Maryland
$143K – – –
HIIFS
1103
Harel Insurance Investments & Financial Services
Israel
$142K +$131K +800 New
CFO
1104
CVA Family Office
Colorado
$138K +$5.42K +33 +4%
GIA
1105
GHP Investment Advisors
Colorado
$138K – – –
GEA
1106
Glen Eagle Advisors
New Jersey
$136K +$23K +140 +22%
CB
1107
Centennial Bank
Arkansas
$132K – – –
BGAI
1108
Bruce G. Allen Investments
Colorado
$129K -$329 -2 -0.3%
IWM
1109
Inlight Wealth Management
Georgia
$128K – – –
TPBG
1110
Turning Point Benefit Group
Maryland
$128K +$117K +711 New
FWA
1111
Flagship Wealth Advisors
Massachusetts
$127K – – –
HWA
1112
HHM Wealth Advisors
Tennessee
$125K -$2.63K -16 -2%
WB
1113
Webster Bank
Connecticut
$125K – – –
OCM
1114
Orion Capital Management
California
$120K -$113K -690 -51%
NS
1115
NBC Securities
Alabama
$119K +$1.15K +7 +1%
GSWM
1116
Golden State Wealth Management
California
$118K – – –
OP
1117
ORG Partners
Indiana
$118K +$13.3K +81 +14%
WAG
1118
Wiser Advisor Group
Arizona
$117K +$108K +656 New
CFD
1119
Creative Financial Designs
Indiana
$104K -$2.63K -16 -3%
MIA
1120
MeadowBrook Investment Advisors
Michigan
$102K – – –
FC
1121
Franchise Capital
Cayman Islands
$101K -$32.9K -200 -26%
BTC
1122
Bank & Trust Company
Illinois
$98K – – –
MCM
1123
Manchester Capital Management
Vermont
$93.2K -$7.89K -48 -8%
MA
1124
MCF Advisors
Kentucky
$93.2K +$3.78K +23 +5%
TCOV
1125
Trust Company of Vermont
Vermont
$93K +$16.4K +100 +24%
43 44
45
46 47