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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GCS
626
Gordian Capital (Singapore)
Singapore
$999K +$971K +6,500 New
STA
627
Summit Trail Advisors
New York
$992K -$45.6K -305 -5%
DW
628
Dodds Wealth
Colorado
$987K – – –
CI
629
Cigna Investments
Connecticut
$987K +$28.4K +190 +3%
LS
630
Livforsakringsbolaget Skandia
Sweden
$985K – – –
AFG
631
Atomi Financial Group
New York
$983K +$5.38K +36 +0.6%
RIG
632
RiverFront Investment Group
Virginia
$976K +$149 +1 +0%
RIA
633
Richwood Investment Advisors
Ohio
$964K -$44.8K -300 -5%
FRM
634
Fox Run Management
Connecticut
$961K +$934K +6,248 New
GCP
635
GSA Capital Partners
United Kingdom
$957K +$696K +4,659 +297%
SWP
636
Sagespring Wealth Partners
Tennessee
$953K +$158K +1,057 +21%
VFA
637
Values First Advisors
Tennessee
$948K -$13.6K -91 -1%
AC
638
Allstate Corporation
Illinois
$948K -$4.49M -30,074 -83%
PSF
639
Pacific Sun Financial
California
$944K – – –
BB
640
Busey Bank
Illinois
$941K -$125K -839 -12%
AC
641
Apella Capital
Connecticut
$940K +$609K +4,077 +202%
JIC
642
Johnson Investment Counsel
Ohio
$939K -$747 -5 -0.1%
DCM
643
Dudley Capital Management
Virginia
$926K – – –
PA
644
Parallel Advisors
California
$926K +$86.7K +580 +11%
DC
645
Davenport & Co
Virginia
$916K +$177K +1,182 +25%
SCI
646
Stableford Capital II
Arizona
$911K -$12.7K -85 -1%
IWA
647
IBEX Wealth Advisors
New Jersey
$908K +$882K +5,905 New
AWS
648
Atria Wealth Solutions
New York
$901K -$1.38M -9,216 -61%
UFF
649
USA Financial Formulas
Michigan
$901K -$147K -987 -14%
AIP
650
Ameritas Investment Partners
Nebraska
$899K +$12.3K +82 +1%
24 25
26
27 28