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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
726
First American Trust
California
$1.13M +$79.3K +375 +8%
PCG
727
Prosperity Consulting Group
Maryland
$1.13M +$193K +911 +22%
FB
728
Finward Bancorp
Indiana
$1.12M -$7.4K -35 -0.7%
SC
729
Sapient Capital
Indiana
$1.12M +$1.04M +4,922 New
IA
730
IFP Advisors
Florida
$1.11M +$95.8K +453 +10%
PCP
731
Proficio Capital Partners
Massachusetts
$1.1M +$1.03M +4,862 New
FLPIM
732
F.L. Putnam Investment Management
Massachusetts
$1.1M +$255K +1,207 +33%
LWAM
733
Legacy Wealth Asset Management
Minnesota
$1.09M -$36.6K -173 -3%
GWM
734
Geneos Wealth Management
Colorado
$1.09M -$23.7K -112 -2%
AIM
735
Advyzon Investment Management
Illinois
$1.09M +$521K +2,463 +105%
PP
736
PDS Planning
Ohio
$1.08M +$7.4K +35 +0.7%
DW
737
Dodds Wealth
Colorado
$1.08M – – –
FISPB
738
Fideuram - Intesa Sanpaolo Private Banking
$1.08M +$461K +2,180 +85%
MMG
739
Monetary Management Group
Missouri
$1.07M -$42.3K -200 -4%
SIC
740
SJS Investment Consulting
Ohio
$1.07M +$21.6K +102 +2%
LAIC
741
Lederer & Associates Investment Counsel
California
$1.05M – – –
BWM
742
Buckley Wealth Management
Nevada
$1.04M +$46.3K +219 +5%
FCP
743
Fidelis Capital Partners
Florida
$1.03M -$150K -710 -13%
SAM
744
Strategy Asset Managers
California
$1.03M +$219K +1,037 +29%
IAG
745
Investment Advisory Group
Massachusetts
$1.03M -$58.3K -276 -6%
LWM
746
LongView Wealth Management
Georgia
$1.03M -$22.8K -108 -2%
SACTSONJ
747
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.03M -$25.2K -119 -3%
AW
748
Alteri Wealth
California
$1.02M +$20.7K +98 +2%
JIC
749
Joel Isaacson & Co
New York
$1.02M – – –
AFA
750
AA Financial Advisors
Ohio
$1.02M +$27.7K +131 +3%
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