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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
626
Focused Wealth Management
New York
$38K -$6.68K -110 -16%
EFSCE
627
Enterprise Financial Services Corp (EFSC)
Missouri
$35K +$3.4K +56 +12%
AF
628
Allworth Financial
California
$32K – – –
HCM
629
Highlander Capital Management
New Jersey
$32K – – –
NSIM
630
North Star Investment Management
Illinois
$32K – – –
VNA
631
Valley National Advisers
Pennsylvania
$32K +$9.1K +150 +43%
CI
632
CX Institutional
Indiana
$32K +$16.3K +269 +122%
LC
633
Lindbrook Capital
California
$31K -$7.16K -118 -20%
RA
634
Reby Advisors
Connecticut
$30K +$28.3K +466 New
PB
635
Pinnacle Bancorp
Nebraska
$29K -$5.77K -95 -17%
FCA
636
FinTrust Capital Advisors
South Carolina
$29K – – –
TFS
637
TrustCore Financial Services
Tennessee
$29K – – –
CFFP
638
Center for Financial Planning
Michigan
$28K – – –
GI
639
Gradient Investments
Minnesota
$28K – – –
FWM
640
FSA Wealth Management
Massachusetts
$28K +$26K +429 New
ACA
641
Atlas Capital Advisors
Wyoming
$26.9K +$25.3K +417 New
HFS
642
Horizon Financial Services
North Carolina
$25K – – –
EIP
643
Ellis Investment Partners
Pennsylvania
$25K +$243 +4 +1%
SWA
644
Sutton Wealth Advisors
Florida
$23.7K +$1.21K +20 +6%
CWP
645
Concord Wealth Partners
Virginia
$23K +$21.5K +354 New
CIA
646
CSat Investment Advisory
Michigan
$22K -$76.8K -1,265 -79%
SCM
647
Silvant Capital Management
Georgia
$22K – – –
ADL
648
Asset Dedication LLC
California
$22K +$2.61K +43 +14%
CTFG
649
Capstone Triton Financial Group
Oklahoma
$22K +$20.6K +340 New
HWA
650
Heritage Wealth Advisors
Virginia
$21K – – –
24 25
26
27 28