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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
576
Accel Wealth Management
Iowa
$118K -$8.13K -121 -7%
LWM
577
Liberty Wealth Management
California
$113K – – –
SCA
578
Stonebridge Capital Advisors
Minnesota
$113K +$106K +1,576 New
GWS
579
Glassman Wealth Services
Virginia
$111K -$3.16K -47 -3%
HDIM
580
Hanson & Doremus Investment Management
Vermont
$107K – – –
T
581
TOBAM
France
$102K – – –
BFEC
582
Benjamin F. Edwards & Company
Missouri
$101K -$169K -2,519 -64%
FHA
583
First Horizon Advisors
Tennessee
$98K +$8.6K +128 +10%
OSAM
584
O'Shaughnessy Asset Management
Connecticut
$95K +$32.5K +484 +57%
AIM
585
Arcadia Investment Management
Michigan
$93K – – –
MPWT
586
MassMutual Private Wealth & Trust
Connecticut
$93K +$5.3K +79 +6%
CAL
587
Capital Analysts LLC
Pennsylvania
$93K +$26.3K +391 +43%
HFM
588
Harvest Fund Management
China
$92K -$51.4K -765 -37%
CA
589
Clearstead Advisors
Ohio
$91K – – –
EW
590
Evoke Wealth
California
$90K +$70K +1,043 +501%
PA
591
Parallel Advisors
California
$89K +$6.71K +100 +9%
JCM
592
Jacobi Capital Management
Pennsylvania
$87K +$11.9K +177 +17%
CT
593
Caldwell Trust
Florida
$86.7K – – –
ACM
594
Allred Capital Management
Texas
$84.6K +$79.3K +1,181 New
GEA
595
Glen Eagle Advisors
New Jersey
$75.3K +$6.78K +101 +11%
PCG
596
Private Capital Group
Connecticut
$74K -$23.3K -347 -25%
BFC
597
Bedel Financial Consulting
Indiana
$74K – – –
CFN
598
Cordasco Financial Network
Florida
$74K – – –
CWC
599
Carolinas Wealth Consulting
North Carolina
$74K +$604 +9 +0.9%
CAC
600
Certified Advisory Corp
Florida
$74K +$69.6K +1,036 New
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