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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
651
Cetera Trust Company
Minnesota
$336K – – –
ACA
652
Aptus Capital Advisors
Alabama
$332K +$49.1K +501 +19%
MGP
653
M&G plc
United Kingdom
$331K +$312K +3,181 New
MNBTD
654
Moody National Bank Trust Division
Texas
$330K – – –
TC
655
TownSquare Capital
Utah
$328K +$42.2K +431 +16%
CI
656
Conning Inc
Connecticut
$325K +$14.7K +150 +5%
CSPIA
657
Cary Street Partners Investment Advisory
Virginia
$323K +$304K +3,101 New
DAS
658
Dynamic Advisor Solutions
Arizona
$321K -$62.3K -636 -17%
RSA
659
River Street Advisors
Illinois
$317K +$25.8K +263 +9%
PA
660
Parallel Advisors
California
$315K +$5.98K +61 +2%
FNBT
661
FineMark National Bank & Trust
Florida
$315K – – –
DP
662
Dearborn Partners
Illinois
$314K +$5.29K +54 +2%
GL
663
Graypoint LLC
New York
$313K +$31.4K +320 +12%
LCG
664
Lynx Capital Group
Ohio
$313K – – –
DAC
665
Dividend Assets Capital
South Carolina
$313K – – –
IFG
666
Independent Financial Group
California
$310K -$254K -2,590 -47%
PD
667
Point72 (DIFC)
United Arab Emirates
$309K +$291K +2,965 New
VWA
668
Visionary Wealth Advisors
Illinois
$307K -$38.7K -395 -12%
A
669
AlphaQuest
New York
$303K -$403K -4,112 -59%
KFGK
670
Keystone Financial Group (Kentucky)
Kentucky
$303K -$3.53K -36 -1%
HSA
671
HBK Sorce Advisory
Pennsylvania
$303K +$3.72K +38 +1%
ASN
672
Advisory Services Network
Georgia
$303K -$33.3K -340 -10%
FAIM
673
Financial Advocates Investment Management
Washington
$301K -$1.76K -18 -0.6%
EFS
674
Essex Financial Services
Connecticut
$298K +$28.9K +295 +13%
TW
675
TrinityPoint Wealth
Connecticut
$297K -$24.3K -248 -8%
25 26
27
28 29