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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
551
Ellevest Inc
New York
$561K +$64.3K +656 +14%
IWA
552
IBEX Wealth Advisors
New Jersey
$558K +$524K +5,348 New
TYCC
553
Texas Yale Capital Corp
Florida
$549K +$22.9K +234 +5%
LWM
554
LongView Wealth Management
Georgia
$548K +$13.9K +142 +3%
DA
555
Drake & Associates
Wisconsin
$546K +$28.3K +289 +6%
BTWM
556
Brass Tax Wealth Management
Ohio
$546K +$513K +5,233 New
EFG
557
Everhart Financial Group
Ohio
$544K +$33.9K +346 +7%
GLA
558
Good Life Advisors
Pennsylvania
$542K +$13.4K +137 +3%
IF
559
Intrua Financial
Texas
$537K +$505K +5,152 New
HI
560
Hendershot Investments
Virginia
$536K -$58.8K -600 -10%
IWM
561
IHT Wealth Management
Illinois
$533K +$6.57K +67 +1%
FTWA
562
Fifth Third Wealth Advisors
Ohio
$531K +$499K +5,094 New
BIA
563
Benchmark Investment Advisors
Illinois
$528K – – –
AWAG
564
ARS Wealth Advisors Group
Florida
$527K – – –
FIA
565
Foundations Investment Advisors
Arizona
$523K +$491K +5,012 New
NFG
566
Nations Financial Group
Iowa
$521K -$14.1K -144 -3%
OAM
567
Ostrum Asset Management
France
$518K +$27.8K +284 +6%
LI
568
LRI Investments
Florida
$516K – – –
SIA
569
Schechter Investment Advisors
Michigan
$515K +$11K +112 +2%
LWAM
570
Legacy Wealth Asset Management
Minnesota
$509K +$29.3K +299 +7%
TBA
571
Tower Bridge Advisors
Pennsylvania
$506K – – –
IAG
572
Investment Advisory Group
Massachusetts
$505K – – –
KWM
573
Kingsview Wealth Management
Oregon
$497K +$148K +1,515 +47%
IAN
574
Integrated Advisors Network
Texas
$495K -$19.4K -198 -4%
ABC
575
Associated Banc-Corp
Wisconsin
$491K +$1.08K +11 +0.2%
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