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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
526
SVB Wealth
Massachusetts
$271K -$158K -2,180 -37%
PCS
527
Personal CFO Solutions
New Jersey
$269K -$32.6K -449 -11%
BFEC
528
Benjamin F. Edwards & Company
Missouri
$266K -$47K -648 -15%
IFG
529
Independent Financial Group
California
$266K +$269K +3,710 New
LCM
530
Landscape Capital Management
New Jersey
$266K -$763K -10,513 -74%
CCG
531
Cypress Capital Group
Florida
$264K +$16.3K +225 +6%
VSQM
532
V-Square Quantitative Management
Illinois
$263K +$266K +3,662 New
DT
533
Diversified Trust
Tennessee
$258K +$261K +3,595 New
BIP
534
Blueprint Investment Partners
North Carolina
$257K +$260K +3,580 New
TW
535
TrinityPoint Wealth
Connecticut
$254K -$3.77K -52 -1%
CFGS
536
Concourse Financial Group Securities
Alabama
$253K -$290 -4 -0.1%
LWAM
537
Legacy Wealth Asset Management
Minnesota
$252K +$1.16K +16 +0.5%
MFWP
538
Mosaic Family Wealth Partners
Missouri
$251K – – –
WPC
539
Wedmont Private Capital
Pennsylvania
$249K +$248K +3,421 New
PFO
540
Pathstone Family Office
New Jersey
$248K -$467K -6,439 -62%
BHPW
541
Beverly Hills Private Wealth
California
$245K +$248K +3,422 New
EA
542
Eudaimonia Advisors
Tennessee
$244K – – –
PWPS
543
Pinnacle Wealth Planning Services
Ohio
$244K – – –
BWL
544
Bogart Wealth LLC
Virginia
$243K – – –
BP
545
Ballentine Partners
Massachusetts
$241K +$244K +3,360 New
RCAG
546
Rehmann Capital Advisory Group
Michigan
$239K +$17.8K +245 +8%
ECM
547
Evergreen Capital Management
Washington
$237K +$240K +3,309 New
EWA
548
EP Wealth Advisors
California
$236K -$119K -1,637 -40%
BHA
549
Beech Hill Advisors
New York
$233K – – –
EH
550
Equitable Holdings
New York
$230K +$233K +3,214 New
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