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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
651
AlphaCore Capital
California
$1.01M +$127K +773 +16%
SCI
652
Stableford Capital II
Arizona
$1.01M +$1.48K +9 +0.2%
CIM
653
Contravisory Investment Management
Massachusetts
$1M +$1.81K +11 +0.2%
GCS
654
Gordian Capital (Singapore)
Singapore
$998K -$148K -900 -14%
MMG
655
Monetary Management Group
Missouri
$998K – – –
AWM
656
Apollon Wealth Management
South Carolina
$993K -$32.5K -198 -3%
AC
657
Apella Capital
Connecticut
$991K -$55.1K -335 -5%
LK
658
Lumbard & Kellner
New Hampshire
$979K – – –
AW
659
Alteri Wealth
California
$971K -$52.3K -318 -6%
SC
660
Syon Capital
California
$971K +$102K +621 +13%
LWAM
661
Legacy Wealth Asset Management
Minnesota
$970K +$110K +670 +14%
GWM
662
Geneos Wealth Management
Colorado
$965K -$272K -1,655 -23%
MGP
663
M&G plc
United Kingdom
$960K +$35K +213 +4%
FB
664
Finward Bancorp
Indiana
$959K -$55.4K -337 -6%
SWP
665
Stratos Wealth Partners
Ohio
$957K -$1.81M -11,006 -67%
DWT
666
Dorsey & Whitney Trust
South Dakota
$940K +$17.3K +105 +2%
FC
667
Fulcrum Capital
Washington
$939K -$18.1K -110 -2%
RPCONE
668
Retirement Planning Company of New England
Rhode Island
$938K -$822 -5 -0.1%
AP
669
Advisors Preferred
Maryland
$921K -$1.88M -11,451 -69%
SBF
670
Sara-Bay Financial
Florida
$918K +$1.64K +10 +0.2%
BIG
671
Brooklyn Investment Group
New York
$909K +$15K +91 +2%
BIA
672
Benchmark Investment Advisors
Illinois
$901K +$832K +5,060 New
SIC
673
SJS Investment Consulting
Ohio
$900K +$665K +4,044 +401%
EWA
674
EverSource Wealth Advisors
Alabama
$898K +$62.8K +382 +8%
IAN
675
Integrated Advisors Network
Texas
$890K +$14.6K +89 +2%
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