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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
551
Legacy Wealth Asset Management
Minnesota
$274K +$8.75K +105 +3%
NFG
552
Next Financial Group
Texas
$274K +$43.6K +523 +20%
FAFN
553
First Affirmative Financial Network
Colorado
$273K +$13.4K +161 +5%
HI
554
Horizon Investments
North Carolina
$269K +$22.2K +266 +9%
APA
555
American Portfolios Advisors
New York
$268K -$9.59K -115 -4%
BRWA
556
B. Riley Wealth Advisors
Florida
$267K +$13.4K +161 +5%
VHAM
557
Van Hulzen Asset Management
California
$266K +$16.7K +200 +7%
WC
558
Weil Company
California
$264K +$1.83K +22 +0.7%
QCG
559
Quadrant Capital Group
Ohio
$264K +$17.7K +212 +7%
PCP
560
Proficio Capital Partners
Massachusetts
$262K -$1.58K -19 -0.6%
CT
561
Clearstead Trust
Maine
$260K – – –
OPS
562
Orion Portfolio Solutions
Nebraska
$259K +$33.2K +398 +15%
DAC
563
Dividend Assets Capital
South Carolina
$257K – – –
SCM
564
Shelton Capital Management
Colorado
$257K – – –
WC
565
Wexford Capital
Florida
$257K +$250K +3,000 New
MGIM
566
M&G Investment Management
United Kingdom
$256K -$7.19M -86,189 -97%
EN1L
567
Engine No 1 LLC
California
$256K +$248K +2,980 New
PFBT
568
Parkside Financial Bank & Trust
Missouri
$255K -$55.1K -661 -18%
M
569
Mirova
France
$255K +$249K +2,983 New
WANY
570
Wealthspire Advisors (New York)
New York
$254K -$193K -2,315 -44%
HH
571
Hilltop Holdings
Texas
$254K -$3.5K -42 -1%
KFGK
572
Keystone Financial Group (Kentucky)
Kentucky
$254K – – –
FAG
573
Fortitude Advisory Group
Washington
$254K +$248K +2,970 New
SWM
574
SeaCrest Wealth Management
New York
$249K +$167 +2 +0.1%
CC
575
Commons Capital
Massachusetts
$247K +$241K +2,885 New
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