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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
A
526
Allianz
Germany
$850K +$43.2K +370 +6%
MMG
527
Monetary Management Group
Missouri
$845K -$72.9K -625 -9%
GSWM
528
Greenup Street Wealth Management
Michigan
$845K +$3.03K +26 +0.4%
GAM
529
Groupama Asset Management
France
$838K -$949K -8,134 -50%
VAS
530
Vestmark Advisory Solutions
Massachusetts
$838K -$700 -6 -0.1%
IWM
531
IHT Wealth Management
Illinois
$838K +$168K +1,442 +28%
P
532
Pitcairn
Pennsylvania
$834K +$430K +3,689 +131%
WPC
533
Wedmont Private Capital
Pennsylvania
$831K -$21.5K -184 -3%
AWA
534
Arkadios Wealth Advisors
Georgia
$830K -$67.3K -577 -8%
DC
535
Davenport & Co
Virginia
$828K +$1.87K +16 +0.2%
BHBT
536
Burke & Herbert Bank & Trust
Virginia
$820K -$6.65K -57 -0.9%
FC
537
Fulcrum Capital
Washington
$815K -$84K -720 -10%
FF
538
Friedenthal Financial
New Jersey
$811K +$684K +5,861 +1,231%
MAS
539
Madden Advisory Services
Florida
$803K -$27.5K -236 -4%
NEI
540
Northwest & Ethical Investments
Ontario, Canada
$802K +$731K +6,266 New
ISL
541
Ingalls & Snyder LLC
New York
$800K -$9.34K -80 -1%
CI
542
Cigna Investments
Connecticut
$792K +$7K +60 +1%
DW
543
Dodds Wealth
Colorado
$791K – – –
SC
544
Savant Capital
Illinois
$787K -$247K -2,121 -26%
PSF
545
Pacific Sun Financial
California
$786K -$70K -600 -9%
DCM
546
Dudley Capital Management
Virginia
$778K – – –
B
547
Bailard
California
$774K +$47.6K +408 +7%
VFA
548
Values First Advisors
Tennessee
$768K -$2.68K -23 -0.4%
IWC
549
Integrated Wealth Concepts
Massachusetts
$763K -$75.4K -646 -10%
EFG
550
Everhart Financial Group
Ohio
$758K +$81.9K +702 +13%
20 21
22
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