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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
451
Financial Counselors Inc
Kansas
$480K -$33.3K -400 -7%
SWM
452
Spire Wealth Management
Virginia
$478K +$20.8K +249 +5%
LFAS
453
Level Four Advisory Services
Texas
$474K -$30K -360 -6%
CANY
454
Caxton Associates (New York)
New York
$472K +$459K +5,503 New
TW
455
TrinityPoint Wealth
Connecticut
$460K +$16K +192 +4%
OCM
456
Orion Capital Management
California
$454K – – –
MFG
457
Mission Financial Group
Nevada
$450K +$202K +2,424 New
PWMG
458
Pinnacle Wealth Management Group
Michigan
$450K -$160K -1,917 -27%
CCB
459
Cutter & Co Brokerage
Missouri
$446K +$97K +1,164 +29%
VF
460
Virtu Financial
New York
$445K -$156K -1,872 -27%
BIA
461
Benchmark Investment Advisors
Illinois
$434K +$422K +5,060 New
TU
462
TDAM USA
Ontario, Canada
$429K – – –
TI
463
Tidal Investments
Wisconsin
$428K +$61.9K +743 +17%
MW
464
Marcum Wealth
Ohio
$427K -$834 -10 -0.2%
VWA
465
Visionary Wealth Advisors
Illinois
$425K -$23.3K -280 -5%
PWW
466
Pettyjohn Wood & White
Virginia
$424K -$6.92K -83 -2%
CAM
467
Cresset Asset Management
Illinois
$422K +$51.7K +620 +14%
TBA
468
Tower Bridge Advisors
Pennsylvania
$416K – – –
SWP
469
Stratos Wealth Partners
Ohio
$413K +$26.8K +322 +7%
LNWWM
470
Laird Norton Wetherby Wealth Management
California
$412K +$17.3K +208 +5%
BCI
471
Brinker Capital Investments
Pennsylvania
$409K -$206K -2,474 -34%
IAN
472
Integrated Advisors Network
Texas
$409K +$15.4K +185 +4%
LC
473
LCNB Corp
Ohio
$406K +$14.6K +175 +4%
GT
474
Greenleaf Trust
Michigan
$404K +$3.58K +43 +0.9%
AWAG
475
ARS Wealth Advisors Group
Florida
$400K – – –
17 18
19
20 21