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Welltower

WELL

Market cap $162B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
701	WANY 701 Wealthspire Advisors (New York) New York	$435K	+$10.9K	+83	+2%
702	PWW 702 Pettyjohn Wood & White Lynchburg, Virginia	$434K	-$40K	-305	-8%
703	GL 703 Graypoint LLC Albany, New York	$432K	+$11K	+84	+3%
704	LSPW 704 Lake Street Private Wealth Chicago, Illinois	$431K	–	–	–
705	HCM 705 Howard Capital Management Roswell, Georgia	$424K	+$22.4K	+171	+5%
706	RSA 706 River Street Advisors Aurora, Illinois	$424K	+$45.2K	+344	+11%
707	PSFG 707 Prairie Sky Financial Group Lake Bluff, Illinois	$420K	–	–	–
708	PWMG 708 Pinnacle Wealth Management Group Plymouth, Michigan	$418K	–	–	–
709	SWA 709 SFMG Wealth Advisors Plano, Texas	$416K	-$263	-2	-0.1%
710	SCM 710 Shelton Capital Management Denver, Colorado	$413K	+$63.8K	+486	+17%
711	CI 711 Conning Inc Hartford, Connecticut	$413K	+$20.9K	+159	+5%
712	EWA 712 Emergent Wealth Advisors Williamsville, New York	$410K	–	–	–
713	BHA 713 Beech Hill Advisors New York	$410K	–	–	–
714	SW 714 SVB Wealth Boston, Massachusetts	$407K	+$424K	+3,229	New
715	AC 715 Avestar Capital New York	$403K	+$86.9K	+662	+26%
716	TCM 716 Tuttle Capital Management Riverside, Connecticut	$402K	+$108K	+824	+35%
717	PCS 717 Personal CFO Solutions Chester, New Jersey	$402K	-$80.6K	-614	-16%
718	SWP 718 Strategic Wealth Partners Independence, Ohio	$393K	-$9.06K	-69	-3%
719	CA 719 CoreCap Advisors Southfield, Michigan	$392K	-$14.8K	-113	-4%
720	HSA 720 HBK Sorce Advisory Erie, Pennsylvania	$391K	+$20.1K	+153	+5%
721	NP 721 Nilsine Partners Greenwood Village, Colorado	$391K	+$26.4K	+201	+7%
722	EH 722 Equitable Holdings New York	$389K	+$7.74K	+59	+2%
723	PIM 723 Plato Investment Management Sydney, NSW, Australia	$389K	–	–	–
724	KI 724 Kapitalo Investimentos Sao Paulo, Brazil	$388K	+$404K	+3,077	New
725	FAIM 725 Financial Advocates Investment Management Olympia, Washington	$382K	+$36.2K	+276	+10%

Welltower WELL Market cap $162B

Welltower

WELL

Market cap $162B