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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
726
Wealthspire Advisors (New York)
New York
$916K -$156K -788 -15%
SIC
727
SJS Investment Consulting
Ohio
$910K -$92.5K -468 -9%
FAT
728
First American Trust
California
$908K +$14K +71 +2%
CTA
729
Clear Trail Advisors
Texas
$896K +$572K +2,892 +176%
MG
730
Marex Group
$892K +$338K +1,709 +61%
FC
731
Fulcrum Capital
Washington
$886K -$10.1K -51 -1%
JIC
732
Joel Isaacson & Co
New York
$886K – – –
MT
733
Midwest Trust
Kansas
$877K -$27.3K -138 -3%
IA
734
IFP Advisors
Florida
$877K +$44.7K +226 +5%
TBA
735
Tower Bridge Advisors
Pennsylvania
$875K – – –
GCS
736
Gordian Capital (Singapore)
Singapore
$870K -$336K -1,700 -28%
PWPS
737
Pinnacle Wealth Planning Services
Ohio
$869K +$6.92K +35 +0.8%
ISL
738
Ingalls & Snyder LLC
New York
$869K – – –
PMG
739
ProVise Management Group
Florida
$867K -$97K -491 -10%
AW
740
Alteri Wealth
California
$867K -$5.53K -28 -0.6%
FVWA
741
Foster Victor Wealth Advisors
South Carolina
$863K – – –
BWM
742
Buckley Wealth Management
Nevada
$861K +$122K +617 +17%
JSW
743
Journey Strategic Wealth
New Jersey
$860K +$258K +1,306 +43%
AFA
744
AA Financial Advisors
Ohio
$859K +$100K +506 +13%
FAM
745
Fairtree Asset Management
South Africa
$848K -$198 -1 -0%
BA
746
Bard Associates
Illinois
$846K -$30.6K -155 -3%
CIS
747
Custom Index Systems
New York
$843K -$213K -1,078 -20%
LI
748
LRI Investments
Florida
$834K -$55.1K -279 -6%
WTC
749
WhitTier Trust Company
Nevada
$832K +$7.31K +37 +0.9%
PIA
750
Panoramic Investment Advisors
Colorado
$831K -$9.49K -48 -1%
28 29
30
31 32