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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
501
Ritholtz Wealth Management
New York
$322K +$392K +5,010 New
FCI
502
Financial Counselors Inc
Kansas
$318K -$50.8K -650 -12%
IAG
503
Investment Advisory Group
Massachusetts
$317K – – –
SFA
504
Sequoia Financial Advisors
Ohio
$316K +$9.93K +127 +3%
IWC
505
Integrated Wealth Concepts
Massachusetts
$313K -$30K -384 -7%
GRP
506
Global Retirement Partners
California
$313K -$13.1K -168 -3%
LC
507
LCNB Corp
Ohio
$313K – – –
TBA
508
Tower Bridge Advisors
Pennsylvania
$312K – – –
SW
509
SVB Wealth
Massachusetts
$311K +$98.6K +1,261 +35%
RB
510
Renasant Bank
Mississippi
$309K +$58.6K +750 +18%
TYCC
511
Texas Yale Capital Corp
Florida
$305K +$391 +5 +0.1%
PWW
512
Pettyjohn Wood & White
Virginia
$304K – – –
AWAG
513
ARS Wealth Advisors Group
Florida
$300K -$19.5K -250 -5%
IAN
514
Integrated Advisors Network
Texas
$297K +$2.27K +29 +0.6%
SFI
515
Siemens Fonds Invest
Germany
$294K – – –
FAT
516
First American Trust
California
$293K +$33.4K +427 +10%
ETH
517
Exos TFP Holdings
New York
$293K +$357K +4,563 New
GT
518
Glenmede Trust
Pennsylvania
$291K +$90.1K +1,153 +34%
5L
519
55I LLC
Massachusetts
$291K +$354K +4,528 New
HI
520
Horizon Investments
North Carolina
$290K +$43.9K +562 +14%
OWP
521
Obermeyer Wealth Partners
Colorado
$289K – – –
FMAEN1
522
Fund Management at Engine No 1
California
$286K -$10.2K -130 -3%
JIC
523
Joel Isaacson & Co
New York
$286K – – –
PWMG
524
Pinnacle Wealth Management Group
Michigan
$284K – – –
EP
525
Eudaimonia Partners
Tennessee
$283K -$780K -9,983 -69%
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