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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1251
Commerce Advisors
Tennessee
$221K -$27.5K -130 -12%
FCT
1252
Family Capital Trust
Massachusetts
$221K -$289K -1,368 -58%
PWP
1253
Ponta Wealth Partners
Florida
$221K +$205K +972 New
RAG
1254
RIA Advisory Group
Iowa
$220K +$205K +971 New
TPBG
1255
Turning Point Benefit Group
Maryland
$220K +$205K +970 New
WRCM
1256
Western Reserve Capital Management
Ohio
$220K +$205K +968 New
AWP
1257
Axis Wealth Partners
Rhode Island
$220K +$204K +967 New
JCM
1258
Jacobsen Capital Management
Utah
$219K +$204K +966 New
C1AG
1259
Client 1st Advisory Group
Florida
$219K +$204K +964 New
BF
1260
Baring Financial
Washington
$219K +$204K +963 New
BCMLT
1261
Beacon Capital Management LLC (Tennessee)
Tennessee
$217K +$203K +958 New
TWM
1262
Tanglewood Wealth Management
Texas
$217K +$202K +957 New
EFG
1263
Ethos Financial Group
Pennsylvania
$217K +$190K +900 New
HZ
1264
Hixon Zuercher
Ohio
$217K +$202K +954 New
SAG
1265
SageView Advisory Group
California
$217K +$201K +953 New
MSCM
1266
McElhenny Sheffield Capital Management
Texas
$216K +$201K +952 New
CWP
1267
Curated Wealth Partners
California
$216K +$201K +951 New
HFO
1268
Heritage Family Offices
Arizona
$216K +$201K +950 New
CWS
1269
Confluence Wealth Services
Pennsylvania
$216K +$201K +950 New
PEWA
1270
Pacific Excel Wealth Advisors
California
$216K +$201K +950 New
CC
1271
Chicago Capital
Illinois
$215K +$201K +949 New
TW
1272
TritonPoint Wealth
Maryland
$215K -$37.6K -178 -16%
KA
1273
Kovack Advisors
Florida
$215K +$198K +935 New
AG
1274
AmeriFlex Group
Nevada
$214K +$4.44K +21 +2%
HH
1275
Hilltop Holdings
Texas
$214K +$200K +945 New
49 50
51
52 53