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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
626
180 Wealth Advisors
Washington
$901K +$454K +3,188 +119%
ISL
627
Ingalls & Snyder LLC
New York
$898K -$55K -386 -6%
AF
628
Allworth Financial
California
$897K +$142K +995 +20%
SAM
629
Smartleaf Asset Management
Massachusetts
$891K -$5.27K -37 -0.6%
AIP
630
Ameritas Investment Partners
Nebraska
$883K – – –
NP
631
NorthRock Partners
Minnesota
$882K +$56.4K +396 +7%
GLA
632
Good Life Advisors
Pennsylvania
$880K +$9.83K +69 +1%
TYCC
633
Texas Yale Capital Corp
Florida
$878K +$2.42K +17 +0.3%
CA
634
Commerzbank Aktiengesellschaft
Germany
$876K +$18.9K +133 +2%
BHBT
635
Burke & Herbert Bank & Trust
Virginia
$870K -$104K -728 -11%
MAS
636
Madden Advisory Services
Florida
$862K -$33.1K -232 -4%
KWM
637
Kingsview Wealth Management
Oregon
$861K -$14K -98 -2%
MMG
638
Monetary Management Group
Missouri
$858K -$107K -750 -12%
AWM
639
Apollon Wealth Management
South Carolina
$852K +$102K +717 +15%
CCIA
640
Campbell & Co Investment Adviser
Maryland
$851K -$375K -2,632 -32%
PMG
641
ProVise Management Group
Florida
$846K -$239K -1,675 -23%
MAM
642
Morse Asset Management
Connecticut
$846K +$780K +5,475 +10,950%
SCI
643
Stableford Capital II
Arizona
$843K +$816K +5,725 New
LK
644
Lumbard & Kellner
New Hampshire
$842K – – –
RWM
645
Ritholtz Wealth Management
New York
$842K +$488K +3,422 +165%
DWM
646
Dogwood Wealth Management
Kansas
$836K +$86.8K +609 +13%
FIA
647
Foundations Investment Advisors
Arizona
$834K +$54.3K +381 +8%
PA
648
Parallel Advisors
California
$834K +$122K +859 +19%
QI
649
Qtron Investments
Massachusetts
$824K +$119K +833 +18%
SBF
650
Sara-Bay Financial
Florida
$818K +$4.13K +29 +0.5%
24 25
26
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