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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
551
Nations Financial Group
Iowa
$481K -$905 -10 -0.2%
LWM
552
LongView Wealth Management
Georgia
$478K +$9.42K +104 +2%
RGF
553
Retirement Guys Formula
Ohio
$475K +$461K +5,087 New
WPC
554
Wedmont Private Capital
Pennsylvania
$474K +$11.1K +123 +2%
BIA
555
Benchmark Investment Advisors
Illinois
$473K – – –
GLA
556
Good Life Advisors
Pennsylvania
$473K +$905 +10 +0.2%
AWAG
557
ARS Wealth Advisors Group
Florida
$473K -$13.1K -145 -3%
SWP
558
Stratos Wealth Partners
Ohio
$472K +$1.72K +19 +0.4%
IWM
559
IHT Wealth Management
Illinois
$471K -$5.07K -56 -1%
TYCC
560
Texas Yale Capital Corp
Florida
$470K +$12.1K +134 +3%
LI
561
LRI Investments
Florida
$463K +$448K +4,953 New
IAN
562
Integrated Advisors Network
Texas
$463K +$9.78K +108 +2%
DA
563
Drake & Associates
Wisconsin
$462K -$181 -2 -0%
FDCDDQ
564
Federation des caisses Desjardins du Quebec
Quebec, Canada
$456K +$328K +3,621 +278%
EFG
565
Everhart Financial Group
Ohio
$455K +$65.5K +723 +17%
TBA
566
Tower Bridge Advisors
Pennsylvania
$453K – – –
IAG
567
Investment Advisory Group
Massachusetts
$453K -$10.1K -112 -2%
CCG
568
Cypress Capital Group
Florida
$452K +$21.7K +240 +5%
SIA
569
Schechter Investment Advisors
Michigan
$451K +$53.1K +587 +14%
BP
570
Ballentine Partners
Massachusetts
$450K -$6.52K -72 -1%
II
571
Inspire Investing
Idaho
$443K -$13.8K -152 -3%
SW
572
SVB Wealth
Massachusetts
$442K -$39.2K -433 -8%
EI
573
Ellevest Inc
New York
$442K +$13K +144 +3%
PCP
574
Proficio Capital Partners
Massachusetts
$439K +$6.34K +70 +2%
ABC
575
Associated Banc-Corp
Wisconsin
$439K – – –
21 22
23
24 25