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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
651
Modern Wealth Management
Kansas
$1.51M +$119K +562 +9%
HFS
652
Hantz Financial Services
Michigan
$1.51M -$24.3K -115 -2%
KWA
653
Kingswood Wealth Advisors
California
$1.5M -$8.67K -41 -0.6%
PFGIA
654
Patriot Financial Group Insurance Agency
Massachusetts
$1.49M -$1.18M -5,570 -46%
AV
655
ASR Vermogensbeheer
Netherlands
$1.49M -$19M -89,876 -93%
DWT
656
Dorsey & Whitney Trust
South Dakota
$1.48M +$87.1K +412 +7%
IC
657
IEQ Capital
California
$1.48M -$638K -3,019 -32%
MUAMU
658
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.48M +$1.37M +6,500 New
GLA
659
Great Lakes Advisors
Illinois
$1.47M -$70.8K -335 -5%
SWA
660
Sax Wealth Advisors
New Jersey
$1.47M -$30K -142 -2%
FMII
661
Farmers & Merchants Investments Inc
Nebraska
$1.46M +$13.5K +64 +1%
ATS
662
Ashton Thomas Securities
New York
$1.46M +$220K +1,042 +20%
LFAS
663
Level Four Advisory Services
Texas
$1.45M -$15.2K -72 -1%
BIM
664
Baldwin Investment Management
Pennsylvania
$1.45M +$532K +2,516 +65%
TYCC
665
Texas Yale Capital Corp
Florida
$1.44M +$21.6K +102 +2%
SF
666
Summit Financial
New Jersey
$1.44M -$211 -1 -0%
AC
667
Apella Capital
Connecticut
$1.43M +$3.59K +17 +0.3%
VGDSS
668
VUB Generali dochodkova spravcovska spolocnost
$1.43M – – –
AAS
669
Ameritas Advisory Services
Nebraska
$1.43M +$574K +2,717 +76%
KNW
670
Kesler Norman & Wride
Utah
$1.43M +$567K +2,680 +74%
IEFM
671
IQ EQ Fund Management
Ireland
$1.43M +$131K +621 +11%
BC
672
Brookfield Corp
Ontario, Canada
$1.41M -$63.6M -300,786 -98%
EWA
673
EverSource Wealth Advisors
Alabama
$1.4M -$140K -661 -10%
PSF
674
Pacific Sun Financial
California
$1.38M – – –
AIP
675
Ameritas Investment Partners
Nebraska
$1.37M -$42.7K -202 -3%
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