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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
576
Western Financial Corp
California
$2.3M +$39.5K +187 +2%
EFG
577
Everhart Financial Group
Ohio
$2.3M -$54.5K -258 -2%
WPC
578
Wedmont Private Capital
Pennsylvania
$2.3M +$86K +407 +4%
AAIM
579
American Assets Investment Management
California
$2.27M – – –
NRI
580
NFP Retirement Inc
California
$2.26M -$9.3K -44 -0.4%
MA
581
Mutual Advisors
Nebraska
$2.25M +$137K +649 +7%
BG
582
BDF Gestion
France
$2.23M +$1.18M +5,577 +40%
CA
583
Clearstead Advisors
Ohio
$2.22M +$842K +3,983 +69%
AFA
584
American Financial Advisors
Georgia
$2.18M -$54.3K -257 -3%
RFN
585
RDA Financial Network
Iowa
$2.18M -$284K -1,342 -12%
MOS
586
MGO One Seven
Ohio
$2.17M +$125K +591 +7%
WC
587
Waterloo Capital
Texas
$2.16M -$8.24K -39 -0.4%
DA
588
Denali Advisors
California
$2.16M +$34.7K +164 +2%
GFM
589
GF Fund Management
China
$2.15M -$133K -627 -6%
PFPG
590
Pinnacle Financial Partners (Georgia)
Georgia
$2.13M +$290K +1,370 +17%
DADC
591
D.A. Davidson & Co
Montana
$2.07M -$36.6K -173 -2%
EWM
592
Empirical Wealth Management
Washington
$2.06M +$181K +856 +10%
IAA
593
Independent Advisor Alliance
North Carolina
$2.05M +$72.5K +343 +4%
CPIA
594
Cornell Pochily Investment Advisors
New York
$2.05M +$6.76K +32 +0.4%
WETS
595
Wealth Enhancement Trust Services
South Dakota
$2.03M -$95.3K -451 -5%
CIC
596
Carnegie Investment Counsel
Ohio
$2.02M -$14.4K -68 -0.8%
IFG
597
Independent Financial Group
California
$2.01M -$818K -3,869 -30%
KWM
598
Kingsview Wealth Management
Oregon
$2M +$323K +1,526 +21%
JWM
599
Jeppson Wealth Management
California
$2M -$21.1K -100 -1%
APIM
600
Agate Pass Investment Management
Washington
$1.99M – – –
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