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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
426
Values First Advisors
Tennessee
$580K +$25.8K +355 +5%
LFAS
427
Level Four Advisory Services
Texas
$580K +$152K +2,099 +35%
MYLI
428
Meiji Yasuda Life Insurance
Japan
$566K – – –
PFS
429
Prospera Financial Services
Texas
$565K -$5.73K -79 -1%
SFS
430
Stiles Financial Services
Minnesota
$559K +$2.47K +34 +0.4%
MAS
431
Madden Advisory Services
Florida
$557K – – –
GCM
432
Greenland Capital Management
New York
$552K +$559K +7,705 New
MMG
433
Monetary Management Group
Missouri
$543K -$36.3K -500 -6%
OTL
434
Oak Thistle LLC
New York
$535K +$541K +7,458 New
SFG
435
Summit Financial Group
West Virginia
$527K – – –
PA
436
Profund Advisors
Maryland
$522K -$163K -2,244 -24%
SI
437
Stephens Inc
Arkansas
$519K -$1.01K -14 -0.2%
LNC
438
Lincoln National Corp
Pennsylvania
$515K +$17.7K +244 +4%
QCG
439
Quadrant Capital Group
Ohio
$503K +$8.92K +123 +2%
NA
440
NewEdge Advisors
Louisiana
$499K -$41.3K -569 -8%
RPCONE
441
Retirement Planning Company of New England
Rhode Island
$489K +$73 +1 +0%
GT
442
Greenleaf Trust
Michigan
$478K +$28.9K +398 +6%
MAS
443
Meeder Advisory Services
Ohio
$476K +$96K +1,324 +25%
DGAM
444
Desjardins Global Asset Management
Quebec, Canada
$474K +$140K +1,932 +41%
GSWM
445
Greenup Street Wealth Management
Michigan
$471K – – –
S
446
SignatureFD
Georgia
$466K +$50.8K +701 +12%
DCM
447
Dudley Capital Management
Virginia
$462K – – –
HI
448
Hendershot Investments
Virginia
$461K -$58.2K -803 -11%
HI
449
Horizon Investments
North Carolina
$457K -$92.1K -1,270 -17%
USCWA
450
U.S. Capital Wealth Advisors
Texas
$450K -$440K -6,072 -49%
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