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Welltower

WELL

Market cap $173B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
701	SFGP 701 Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$435K	+$453K	+3,452	New
702	WANY 702 Wealthspire Advisors (New York) New York	$435K	+$10.9K	+83	+2%
703	PWW 703 Pettyjohn Wood & White Lynchburg, Virginia	$434K	-$40K	-305	-8%
704	GL 704 Graypoint LLC Albany, New York	$432K	+$11K	+84	+3%
705	LSPW 705 Lake Street Private Wealth Chicago, Illinois	$431K	–	–	–
706	HCM 706 Howard Capital Management Roswell, Georgia	$424K	+$22.4K	+171	+5%
707	RSA 707 River Street Advisors Aurora, Illinois	$424K	+$45.2K	+344	+11%
708	PSFG 708 Prairie Sky Financial Group Lake Bluff, Illinois	$420K	–	–	–
709	PWMG 709 Pinnacle Wealth Management Group Plymouth, Michigan	$418K	–	–	–
710	SWA 710 SFMG Wealth Advisors Plano, Texas	$416K	-$263	-2	-0.1%
711	SCM 711 Shelton Capital Management Denver, Colorado	$413K	+$63.8K	+486	+17%
712	CI 712 Conning Inc Hartford, Connecticut	$413K	+$20.9K	+159	+5%
713	EWA 713 Emergent Wealth Advisors Williamsville, New York	$410K	–	–	–
714	BHA 714 Beech Hill Advisors New York	$410K	–	–	–
715	SW 715 SVB Wealth Boston, Massachusetts	$407K	+$424K	+3,229	New
716	AC 716 Avestar Capital New York	$403K	+$86.9K	+662	+26%
717	TCM 717 Tuttle Capital Management Riverside, Connecticut	$402K	+$108K	+824	+35%
718	PCS 718 Personal CFO Solutions Chester, New Jersey	$402K	-$80.6K	-614	-16%
719	SWP 719 Strategic Wealth Partners Independence, Ohio	$393K	-$9.06K	-69	-3%
720	CA 720 CoreCap Advisors Southfield, Michigan	$392K	-$14.8K	-113	-4%
721	HSA 721 HBK Sorce Advisory Erie, Pennsylvania	$391K	+$20.1K	+153	+5%
722	NP 722 Nilsine Partners Greenwood Village, Colorado	$391K	+$26.4K	+201	+7%
723	EH 723 Equitable Holdings New York	$389K	+$7.74K	+59	+2%
724	PIM 724 Plato Investment Management Sydney, NSW, Australia	$389K	–	–	–
725	KI 725 Kapitalo Investimentos Sao Paulo, Brazil	$388K	+$404K	+3,077	New

Welltower WELL Market cap $173B

Welltower

WELL

Market cap $173B