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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
501
Vestmark Advisory Solutions
Massachusetts
$631K -$27.4K -303 -4%
PWMG
502
Prestige Wealth Management Group
New Jersey
$629K +$602K +6,650 +8,110%
GS
503
GTS Securities
Florida
$626K -$728K -8,039 -55%
SI
504
Stephens Inc
Arkansas
$624K -$14.8K -164 -2%
GSWM
505
Greenup Street Wealth Management
Michigan
$614K – – –
MF
506
Magnetar Financial
Illinois
$612K -$3.26M -35,964 -85%
MAS
507
Madden Advisory Services
Florida
$608K -$10.6K -117 -2%
IWC
508
Integrated Wealth Concepts
Massachusetts
$606K -$132K -1,454 -18%
SFG
509
Summit Financial Group
West Virginia
$604K -$45.3K -500 -7%
DC
510
Davenport & Co
Virginia
$598K +$79.2K +875 +16%
PCIA
511
Prime Capital Investment Advisors
Kansas
$594K +$20.6K +227 +4%
ISL
512
Ingalls & Snyder LLC
New York
$591K -$13.6K -150 -2%
AAS
513
Ameritas Advisory Services
Nebraska
$588K +$261K +2,879 +86%
CW
514
CreativeOne Wealth
Kansas
$572K +$66K +729 +14%
AAM
515
Azzad Asset Management
Virginia
$568K +$4.71K +52 +0.9%
GT
516
Glenmede Trust
Pennsylvania
$562K +$47.7K +527 +10%
VFA
517
Values First Advisors
Tennessee
$562K +$22.9K +253 +4%
WHG
518
Westwood Holdings Group
Texas
$561K -$272K -3,000 -33%
AIP
519
Ameritas Investment Partners
Nebraska
$559K -$16.9K -187 -3%
DCM
520
Dudley Capital Management
Virginia
$559K -$6.79K -75 -1%
HWM
521
HB Wealth Management
Georgia
$553K +$26.4K +292 +5%
SFI
522
Siemens Fonds Invest
Germany
$549K +$7.51K +83 +1%
VF
523
Virtu Financial
New York
$548K +$531K +5,867 New
CI
524
Cigna Investments
Connecticut
$547K +$15.1K +167 +3%
CFGS
525
Concourse Financial Group Securities
Alabama
$546K -$4.44K -49 -0.8%
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