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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
476
Lourd Capital
California
$437K +$12.3K +181 +3%
NA
477
NewEdge Advisors
Louisiana
$434K -$98.2K -1,443 -19%
GWMIA
478
Global Wealth Management Investment Advisory
Florida
$432K +$424K +6,225 New
CPIA
479
Cornell Pochily Investment Advisors
New York
$426K +$47.4K +696 +13%
LFAS
480
Level Four Advisory Services
Texas
$425K +$15.4K +226 +4%
GBT
481
Grove Bank & Trust
Florida
$423K -$23.8K -350 -5%
PIA
482
Pinion Investment Advisors
Kansas
$422K -$134K -1,970 -24%
BC
483
Brinker Capital
Pennsylvania
$408K -$54K -794 -12%
WAM
484
Wealthspire Advisors (Maryland)
Maryland
$408K – – –
KFA
485
Kelleher Financial Advisors
New York
$408K +$136 +2 +0%
HFS
486
HL Financial Services
Kentucky
$407K -$5.92K -87 -1%
WSCM
487
Wellington Shields Capital Management
New York
$396K – – –
IRF
488
IBM Retirement Fund
New York
$391K -$31.9K -469 -8%
PIA
489
Piedmont Investment Advisors
North Carolina
$388K +$117K +1,717 +44%
DWT
490
Dorsey & Whitney Trust
South Dakota
$386K -$33.1K -486 -8%
9WM
491
9258 Wealth Management
Ohio
$386K +$379K +5,564 New
IA
492
IFG Advisory
Georgia
$385K +$34K +500 +10%
HIC
493
Holderness Investments Company
North Carolina
$383K – – –
MAFM
494
Mid Atlantic Financial Management
Pennsylvania
$383K +$375K +5,518 New
AIM
495
Anchor Investment Management
South Carolina
$382K – – –
LPWM
496
Lake Point Wealth Management
Texas
$372K +$365K +5,361 New
FPS
497
Fieldpoint Private Securities
Connecticut
$370K – – –
EWA
498
ERTS Wealth Advisors
Michigan
$365K +$358K +5,260 New
ACS
499
Archford Capital Strategies
Illinois
$364K -$25.1K -369 -7%
TCM
500
Teza Capital Management
Illinois
$364K +$357K +5,250 New
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