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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FMBTD
451
First Midwest Bank Trust Division
Illinois
$486K -$7.5K -90 -2%
V
452
Veritable
Delaware
$483K +$25.8K +309 +6%
FCI
453
Financial Counselors Inc
Kansas
$480K -$33.3K -400 -7%
SWM
454
Spire Wealth Management
Virginia
$478K +$20.8K +249 +5%
LFAS
455
Level Four Advisory Services
Texas
$474K -$30K -360 -6%
CANY
456
Caxton Associates (New York)
New York
$472K +$459K +5,503 New
TW
457
TrinityPoint Wealth
Connecticut
$460K +$16K +192 +4%
OCM
458
Orion Capital Management
California
$454K – – –
MFG
459
Mission Financial Group
Nevada
$450K +$202K +2,424 New
PWMG
460
Pinnacle Wealth Management Group
Michigan
$450K -$160K -1,917 -27%
CCB
461
Cutter & Co Brokerage
Missouri
$446K +$97K +1,164 +29%
VF
462
Virtu Financial
New York
$445K -$156K -1,872 -27%
BIA
463
Benchmark Investment Advisors
Illinois
$434K +$422K +5,060 New
TU
464
TDAM USA
Ontario, Canada
$429K – – –
TI
465
Tidal Investments
Wisconsin
$428K +$61.9K +743 +17%
MW
466
Marcum Wealth
Ohio
$427K -$834 -10 -0.2%
VWA
467
Visionary Wealth Advisors
Illinois
$425K -$23.3K -280 -5%
PWW
468
Pettyjohn Wood & White
Virginia
$424K -$6.92K -83 -2%
CAM
469
Cresset Asset Management
Illinois
$422K +$51.7K +620 +14%
TBA
470
Tower Bridge Advisors
Pennsylvania
$416K – – –
SWP
471
Stratos Wealth Partners
Ohio
$413K +$26.8K +322 +7%
LNWWM
472
Laird Norton Wetherby Wealth Management
California
$412K +$17.3K +208 +5%
BCI
473
Brinker Capital Investments
Pennsylvania
$409K -$206K -2,474 -34%
IAN
474
Integrated Advisors Network
Texas
$409K +$15.4K +185 +4%
LC
475
LCNB Corp
Ohio
$406K +$14.6K +175 +4%
17 18
19
20 21