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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
726
IHT Wealth Management
Illinois
$821K +$7.84K +42 +1%
PIM
727
Plato Investment Management
Australia
$819K – – –
AW
728
Alteri Wealth
California
$819K -$194K -1,041 -19%
ISL
729
Ingalls & Snyder LLC
New York
$816K – – –
PWPS
730
Pinnacle Wealth Planning Services
Ohio
$810K +$8.03K +43 +1%
JCIA
731
Jackson Creek Investment Advisors
Colorado
$803K -$13.1K -70 -2%
FAM
732
Fairtree Asset Management
South Africa
$796K +$2.99K +16 +0.4%
HCM
733
Howard Capital Management
Georgia
$792K +$4.11K +22 +0.5%
DJSG
734
D.J. St. Germain
Massachusetts
$792K -$39K -209 -5%
PIA
735
Panoramic Investment Advisors
Colorado
$789K – – –
VIM
736
Vinva Investment Management
Australia
$785K +$780K +4,177 New
FVWA
737
Foster Victor Wealth Advisors
South Carolina
$783K +$764K +4,091 New
IA
738
IFP Advisors
Florida
$781K +$156K +836 +25%
VF
739
Virtu Financial
New York
$774K +$779K +4,171 New
ABC
740
Associated Banc-Corp
Wisconsin
$773K -$47.8K -256 -6%
MWM
741
Manske Wealth Management
Texas
$770K -$44.1K -236 -5%
RCAG
742
Rehmann Capital Advisory Group
Michigan
$763K +$120K +640 +18%
TCM
743
Tuttle Capital Management
Connecticut
$763K -$160K -857 -17%
CIA
744
Caerus Investment Advisors
Texas
$762K -$93.9K -503 -11%
WTC
745
WhitTier Trust Company
Nevada
$762K +$24.3K +130 +3%
DWM
746
Dogwood Wealth Management
Kansas
$762K -$65.2K -349 -8%
CFA
747
Churchill Financial Advisors
Kentucky
$760K +$765K +4,095 New
BIM
748
Baldwin Investment Management
Pennsylvania
$757K – – –
CCA
749
Childress Capital Advisors
Texas
$753K +$192K +1,026 +34%
HI
750
Harbour Investments
Wisconsin
$744K -$11K -59 -1%
28 29
30
31 32