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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
701
Retirement Planning Company of New England
Rhode Island
$1.04M +$3.36K +17 +0.3%
FCP
702
Fidelis Capital Partners
Florida
$1.04M +$24.7K +125 +2%
ATS
703
Ashton Thomas Securities
New York
$1.03M -$3.75K -19 -0.4%
SBF
704
Sara-Bay Financial
Florida
$1.02M – – –
JSC
705
Jackson Square Capital
California
$1.01M +$18.6K +94 +2%
PWM
706
Perigon Wealth Management
California
$1.01M -$293K -1,481 -22%
AWAG
707
ARS Wealth Advisors Group
Florida
$1.01M +$24.7K +125 +3%
BIA
708
Benchmark Investment Advisors
Illinois
$1M +$1,000K +5,060 New
PPWP
709
Premier Path Wealth Partners
New Jersey
$998K +$82.6K +418 +9%
FMI
710
Frec Markets Inc
California
$991K +$324K +1,638 +49%
PCS
711
Personal CFO Solutions
New Jersey
$987K +$219K +1,106 +28%
LWAM
712
Legacy Wealth Asset Management
Minnesota
$986K +$29.8K +151 +3%
FB
713
Finward Bancorp
Indiana
$983K -$24.7K -125 -2%
LWM
714
LongView Wealth Management
Georgia
$980K -$9.09K -46 -1%
MMG
715
Monetary Management Group
Missouri
$974K -$84K -425 -8%
GWM
716
Geneos Wealth Management
Colorado
$973K -$31.8K -161 -3%
AWM
717
Aprio Wealth Management
Georgia
$963K +$185K +936 +24%
IAG
718
Investment Advisory Group
Massachusetts
$952K -$20.4K -103 -2%
QIM
719
Quantitative Investment Management
Virginia
$950K -$605K -3,061 -39%
MGP
720
M&G plc
United Kingdom
$948K +$6.72K +34 +0.7%
CS
721
Capital Square
Tennessee
$947K -$205K -1,037 -19%
DW
722
Dodds Wealth
Colorado
$939K -$251K -1,269 -21%
PP
723
PDS Planning
Ohio
$932K +$26.7K +135 +3%
YIH
724
Y-Intercept (HK)
Hong Kong
$924K -$1.11M -5,629 -55%
LAIC
725
Lederer & Associates Investment Counsel
California
$919K – – –
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