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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
576
Private Capital Group
Connecticut
$89K +$7.47K +123 +10%
AIM
577
Arcadia Investment Management
Michigan
$84K – – –
CA
578
Clearstead Advisors
Ohio
$82K +$24.3K +401 +46%
PK
579
Pflug Koory
Nebraska
$81K – – –
NIM
580
NuWave Investment Management
New Jersey
$81K +$68.7K +1,132 +984%
FHA
581
First Horizon Advisors
Tennessee
$80K +$23.9K +394 +46%
PWPS
582
Pinnacle Wealth Planning Services
Ohio
$80K +$74.8K +1,233 New
MPWT
583
MassMutual Private Wealth & Trust
Connecticut
$79K – – –
AWG
584
Altus Wealth Group
Colorado
$79K +$74.4K +1,226 New
CT
585
Caldwell Trust
Florida
$78.2K -$65.6K -1,080 -47%
PA
586
Parallel Advisors
California
$74K -$12.7K -210 -16%
BWL
587
Bogart Wealth LLC
Virginia
$71K +$27.1K +446 +68%
CAAS
588
Capital Asset Advisory Services
Michigan
$70K +$65.6K +1,081 New
PWM
589
Perigon Wealth Management
California
$69K +$64.9K +1,069 New
FBT
590
First Bank & Trust
South Dakota
$67K -$15.9K -262 -20%
BFC
591
Bedel Financial Consulting
Indiana
$67K – – –
CWC
592
Carolinas Wealth Consulting
North Carolina
$67K +$6.49K +107 +12%
JCM
593
Jacobi Capital Management
Pennsylvania
$67K +$7.28K +120 +13%
PFGIA
594
Patriot Financial Group Insurance Agency
Massachusetts
$67K +$33.2K +547 +113%
CFN
595
Cordasco Financial Network
Florida
$66K – – –
FCH
596
Freestone Capital Holdings
Washington
$65.8K +$7.65K +126 +14%
MCA
597
Mercer Capital Advisers
New Jersey
$65K – – –
CBT
598
CoreFirst Bank & Trust
Kansas
$65K +$60.7K +1,000 New
SBL
599
Sargent Bickham Lagudis
Colorado
$65K +$60.7K +1,000 New
WIM
600
Westside Investment Management
California
$64.6K +$72.8K +1,200 New
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