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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1151
Arcadia Investment Management
Michigan
$205K +$374 +2 +0.2%
CAC
1152
Certified Advisory Corp
Florida
$204K +$206K +1,102 New
OF
1153
Optimize Financial
California
$204K +$205K +1,098 New
AZ
1154
Alpha Zero
Florida
$204K -$32.5K -174 -14%
APG
1155
Abacus Planning Group
South Carolina
$204K -$12.7K -68 -6%
SIM
1156
Stratos Investment Management
Ohio
$203K -$21.1K -113 -9%
FNT
1157
First National Trust
Pennsylvania
$203K +$204K +1,091 New
IC
1158
IEQ Capital
California
$202K -$8.72M -46,661 -98%
GWM
1159
Greenwich Wealth Management
Connecticut
$201K +$202K +1,081 New
TW
1160
TritonPoint Wealth
Maryland
$201K -$21.9K -117 -10%
PGAM
1161
Princeton Global Asset Management
New Jersey
$197K +$11.8K +63 +6%
CSB
1162
City State Bank
Iowa
$196K – – –
WA
1163
Westfuller Advisors
New York
$195K -$2.24K -12 -1%
SGK
1164
Steigerwald Gordon & Koch
Virginia
$194K – – –
TSMHT
1165
Thurston Springer Miller Herd & Titak
Indiana
$191K +$186K +996 +2,929%
SSG
1166
Summit Securities Group
New York
$189K -$25.6K -137 -12%
NS
1167
NBC Securities
Alabama
$186K +$62.9K +337 +51%
BG
1168
Bollard Group
Massachusetts
$182K – – –
DE
1169
DV Equities
Illinois
$179K +$181K +967 New
NSIM
1170
North Star Investment Management
Illinois
$178K +$934 +5 +0.5%
SAG
1171
SageView Advisory Group
California
$175K +$176K +940 New
CT
1172
Colonial Trust
South Carolina
$174K -$42.4K -227 -19%
FCT
1173
Family Capital Trust
Massachusetts
$173K +$2.06K +11 +1%
AG
1174
AmeriFlex Group
Nevada
$172K -$130K -698 -43%
OWP
1175
ORG Wealth Partners
Texas
$171K -$8.59K -46 -5%
45 46
47
48 49