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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
501
HB Wealth Management
Georgia
$751K +$126K +1,287 +22%
SPA
502
Sherbrooke Park Advisers
New York
$743K -$986K -10,066 -59%
OTL
503
Oak Thistle LLC
New York
$740K +$696K +7,097 New
FC
504
Fulcrum Capital
Washington
$739K +$24.7K +252 +4%
AWA
505
Arkadios Wealth Advisors
Georgia
$736K +$1.86K +19 +0.3%
JCIA
506
Jackson Creek Investment Advisors
Colorado
$735K +$691K +7,055 New
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$729K – – –
GWM
508
Geneos Wealth Management
Colorado
$725K +$623K +6,355 +1,059%
GI
509
GAMMA Investing
California
$717K +$242K +2,474 +56%
WPC
510
Wedmont Private Capital
Pennsylvania
$716K +$168K +1,716 +33%
RIA
511
Richwood Investment Advisors
Ohio
$714K -$8.53K -87 -1%
SI
512
Stephens Inc
Arkansas
$704K +$6.96K +71 +1%
PSF
513
Pacific Sun Financial
California
$702K -$14.7K -150 -2%
IWC
514
Integrated Wealth Concepts
Massachusetts
$688K +$11.7K +119 +2%
BFM
515
Boothbay Fund Management
New York
$686K -$523K -5,336 -45%
GSWM
516
Greenup Street Wealth Management
Michigan
$685K +$294 +3 +0%
VAS
517
Vestmark Advisory Solutions
Massachusetts
$683K -$19.8K -202 -3%
SFI
518
Siemens Fonds Invest
Germany
$683K +$65.9K +672 +11%
MAS
519
Madden Advisory Services
Florida
$678K – – –
BHBT
520
Burke & Herbert Bank & Trust
Virginia
$674K +$634K +6,465 New
LFAS
521
Level Four Advisory Services
Texas
$674K -$188K -1,917 -23%
DW
522
Dodds Wealth
Colorado
$673K -$108K -1,107 -15%
DC
523
Davenport & Co
Virginia
$673K +$4.61K +47 +0.7%
AAS
524
Ameritas Advisory Services
Nebraska
$670K +$19.2K +196 +3%
ISL
525
Ingalls & Snyder LLC
New York
$659K – – –
19 20
21
22 23