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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1326
HHM Wealth Advisors
Tennessee
$172K +$8.03K +38 +5%
MIC
1327
Means Investment Company
Maine
$168K +$211 +1 +0.1%
CB
1328
Centennial Bank
Arkansas
$168K – – –
MA
1329
MCF Advisors
Kentucky
$167K +$32.6K +154 +27%
CH
1330
CDKV Holdings
Colorado
$161K – – –
EP
1331
Essential Partners
California
$160K – – –
CIA
1332
Cape Investment Advisory
Georgia
$158K +$147K +696 New
FWA
1333
Flagship Wealth Advisors
Massachusetts
$153K -$8.46K -40 -6%
IFWM
1334
Institute for Wealth Management
Colorado
$152K +$142K +671 New
WAG
1335
Wiser Advisor Group
Arizona
$150K +$423 +2 +0.3%
SAS
1336
Stelac Advisory Services
New York
$149K +$29.6K +140 +27%
HIIFS
1337
Harel Insurance Investments & Financial Services
Israel
$148K – – –
CT
1338
Colonial Trust
South Carolina
$145K -$423 -2 -0.3%
EB
1339
Eastern Bank
Massachusetts
$143K – – –
SGFG
1340
Silver Grove Financial Group
New York
$141K +$131K +622 New
DIG
1341
Dauntless Investment Group
New Hampshire
$140K +$131K +619 New
DMBA
1342
Deseret Mutual Benefit Administrators
Utah
$139K -$19.7K -93 -13%
OCM
1343
Orion Capital Management
California
$138K – – –
CFB
1344
Cullen/Frost Bankers
Texas
$137K +$9.94K +47 +8%
WB
1345
Webster Bank
Connecticut
$136K -$21.1K -100 -14%
C
1346
Certuity
Florida
$136K -$1.9K -9 -1%
CFD
1347
Creative Financial Designs
Indiana
$134K – – –
WAG
1348
Wilkerson Advisory Group
Missouri
$131K -$228K -1,080 -65%
MIA
1349
MeadowBrook Investment Advisors
Michigan
$130K – – –
BTC
1350
Bank & Trust Company
Illinois
$125K – – –
52 53
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55 56