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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
501
Fulcrum Capital
Washington
$639K +$14K +155 +2%
I
502
InceptionR
California
$635K +$616K +6,798 New
VAS
503
Vestmark Advisory Solutions
Massachusetts
$631K -$27.4K -303 -4%
PWMG
504
Prestige Wealth Management Group
New Jersey
$629K +$602K +6,650 +8,110%
GS
505
GTS Securities
Florida
$626K -$728K -8,039 -55%
SI
506
Stephens Inc
Arkansas
$624K -$14.8K -164 -2%
GSWM
507
Greenup Street Wealth Management
Michigan
$614K – – –
MF
508
Magnetar Financial
Illinois
$612K -$3.26M -35,964 -85%
MAS
509
Madden Advisory Services
Florida
$608K -$10.6K -117 -2%
IWC
510
Integrated Wealth Concepts
Massachusetts
$606K -$132K -1,454 -18%
SFG
511
Summit Financial Group
West Virginia
$604K -$45.3K -500 -7%
DC
512
Davenport & Co
Virginia
$598K +$79.2K +875 +16%
PCIA
513
Prime Capital Investment Advisors
Kansas
$594K +$20.6K +227 +4%
ISL
514
Ingalls & Snyder LLC
New York
$591K -$13.6K -150 -2%
AAS
515
Ameritas Advisory Services
Nebraska
$588K +$261K +2,879 +86%
CW
516
CreativeOne Wealth
Kansas
$572K +$66K +729 +14%
AAM
517
Azzad Asset Management
Virginia
$568K +$4.71K +52 +0.9%
GT
518
Glenmede Trust
Pennsylvania
$562K +$47.7K +527 +10%
VFA
519
Values First Advisors
Tennessee
$562K +$22.9K +253 +4%
WHG
520
Westwood Holdings Group
Texas
$561K -$272K -3,000 -33%
AIP
521
Ameritas Investment Partners
Nebraska
$559K -$16.9K -187 -3%
DCM
522
Dudley Capital Management
Virginia
$559K -$6.79K -75 -1%
HWM
523
HB Wealth Management
Georgia
$553K +$26.4K +292 +5%
SFI
524
Siemens Fonds Invest
Germany
$549K +$7.51K +83 +1%
VF
525
Virtu Financial
New York
$548K +$531K +5,867 New
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