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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
601
Integrated Wealth Concepts
Massachusetts
$1.03M +$57.1K +401 +6%
B
602
Bailard
California
$1.03M +$73.1K +513 +8%
EWA
603
Emergent Wealth Advisors
New York
$1.02M +$489K +3,429 +105%
LFAS
604
Level Four Advisory Services
Texas
$1.01M +$11.1K +78 +1%
RIA
605
Richwood Investment Advisors
Ohio
$1.01M -$35.6K -250 -4%
AWM
606
Axxcess Wealth Management
California
$1.01M +$935K +6,564 New
SF
607
Synovus Financial
Georgia
$997K +$407K +2,853 +78%
EFG
608
Everhart Financial Group
Ohio
$992K +$57.7K +405 +7%
CC
609
Centiva Capital
New York
$989K -$1.59M -11,125 -63%
DW
610
Dodds Wealth
Colorado
$984K – – –
LS
611
Livforsakringsbolaget Skandia
Sweden
$983K – – –
AFG
612
Atomi Financial Group
New York
$974K +$103K +725 +13%
HNB
613
Huntington National Bank
Ohio
$974K +$4.13K +29 +0.5%
RIG
614
RiverFront Investment Group
Virginia
$972K +$904K +6,345 New
JCIA
615
Jackson Creek Investment Advisors
Colorado
$968K -$50K -351 -5%
EI
616
Ellevest Inc
New York
$966K +$115K +808 +15%
VFA
617
Values First Advisors
Tennessee
$959K +$3.13K +22 +0.4%
CI
618
Cigna Investments
Connecticut
$955K -$11.7K -82 -1%
AAS
619
Ameritas Advisory Services
Nebraska
$953K -$138K -970 -13%
SC
620
Savant Capital
Illinois
$945K -$399K -2,803 -31%
PSF
621
Pacific Sun Financial
California
$940K – – –
JIC
622
Johnson Investment Counsel
Ohio
$936K -$164K -1,151 -16%
DCM
623
Dudley Capital Management
Virginia
$923K -$7.12K -50 -0.8%
FB
624
Finward Bancorp
Indiana
$915K -$35.6K -250 -4%
FC
625
Fulcrum Capital
Washington
$913K -$24.1K -169 -3%
23 24
25
26 27