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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
651
Summit Financial
New Jersey
$893K +$162K +1,086 +23%
ISL
652
Ingalls & Snyder LLC
New York
$890K -$10.5K -70 -1%
CA
653
Commerzbank Aktiengesellschaft
Germany
$890K +$11.5K +77 +1%
TYCC
654
Texas Yale Capital Corp
Florida
$890K +$8.67K +58 +1%
AWM
655
Apollon Wealth Management
South Carolina
$888K +$31.5K +211 +4%
AW
656
Alteri Wealth
California
$887K -$172K -1,148 -17%
FB
657
Finward Bancorp
Indiana
$879K -$38.1K -255 -4%
AAS
658
Ameritas Advisory Services
Nebraska
$878K -$137K -916 -14%
BHBT
659
Burke & Herbert Bank & Trust
Virginia
$873K – – –
TNBTD
660
Trustmark National Bank Trust Department
Mississippi
$870K +$61.9K +414 +8%
CIM
661
Contravisory Investment Management
Massachusetts
$862K +$486K +3,250 +138%
MMG
662
Monetary Management Group
Missouri
$861K – – –
GLA
663
Good Life Advisors
Pennsylvania
$854K -$28.4K -190 -3%
FIA
664
Foundations Investment Advisors
Arizona
$849K +$11.5K +77 +1%
LK
665
Lumbard & Kellner
New Hampshire
$845K – – –
CC
666
Centiva Capital
New York
$841K -$147K -987 -15%
PCIA
667
Prime Capital Investment Advisors
Kansas
$829K -$234K -1,564 -22%
FC
668
Fulcrum Capital
Washington
$827K -$85.9K -575 -10%
QI
669
Qtron Investments
Massachusetts
$826K – – –
BJL
670
Brighton Jones LLC
Washington
$825K +$171K +1,142 +27%
IA
671
Integrity Alliance
Iowa
$816K -$1.49K -10 -0.2%
DWM
672
Dogwood Wealth Management
Kansas
$814K -$13.6K -91 -2%
CA
673
Continuum Advisory
Idaho
$813K +$463K +3,096 +141%
RPCONE
674
Retirement Planning Company of New England
Rhode Island
$811K +$1.94K +13 +0.2%
MAS
675
Madden Advisory Services
Florida
$809K -$54.7K -366 -7%
25 26
27
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