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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
RGF
551
Retirement Guys Formula
Ohio
$475K +$461K +5,087 New
WPC
552
Wedmont Private Capital
Pennsylvania
$474K +$11.1K +123 +2%
BIA
553
Benchmark Investment Advisors
Illinois
$473K – – –
GLA
554
Good Life Advisors
Pennsylvania
$473K +$905 +10 +0.2%
AWAG
555
ARS Wealth Advisors Group
Florida
$473K -$13.1K -145 -3%
SWP
556
Stratos Wealth Partners
Ohio
$472K +$1.72K +19 +0.4%
IWM
557
IHT Wealth Management
Illinois
$471K -$5.07K -56 -1%
TYCC
558
Texas Yale Capital Corp
Florida
$470K +$12.1K +134 +3%
LI
559
LRI Investments
Florida
$463K +$448K +4,953 New
IAN
560
Integrated Advisors Network
Texas
$463K +$9.78K +108 +2%
DA
561
Drake & Associates
Wisconsin
$462K -$181 -2 -0%
FDCDDQ
562
Federation des caisses Desjardins du Quebec
Quebec, Canada
$456K +$328K +3,621 +278%
EFG
563
Everhart Financial Group
Ohio
$455K +$65.5K +723 +17%
TBA
564
Tower Bridge Advisors
Pennsylvania
$453K – – –
IAG
565
Investment Advisory Group
Massachusetts
$453K -$10.1K -112 -2%
CCG
566
Cypress Capital Group
Florida
$452K +$21.7K +240 +5%
SIA
567
Schechter Investment Advisors
Michigan
$451K +$53.1K +587 +14%
BP
568
Ballentine Partners
Massachusetts
$450K -$6.52K -72 -1%
II
569
Inspire Investing
Idaho
$443K -$13.8K -152 -3%
SW
570
SVB Wealth
Massachusetts
$442K -$39.2K -433 -8%
EI
571
Ellevest Inc
New York
$442K +$13K +144 +3%
PCP
572
Proficio Capital Partners
Massachusetts
$439K +$6.34K +70 +2%
ABC
573
Associated Banc-Corp
Wisconsin
$439K – – –
OAM
574
Ostrum Asset Management
France
$437K +$37.1K +410 +10%
MCM
575
Monument Capital Management
Virginia
$436K -$18.2K -201 -4%
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