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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
751
Advisory Services Network
Georgia
$333K -$34.7K -264 -9%
WPP
752
Whalerock Point Partners
Rhode Island
$332K +$32.7K +249 +10%
BCI
753
Blue Capital Inc
Nebraska
$330K +$343K +2,616 New
JCM
754
Jacobi Capital Management
Pennsylvania
$329K +$22.2K +169 +7%
SIAG
755
Safeguard Investment Advisory Group
California
$328K +$1.57K +12 +0.5%
EFS
756
Essex Financial Services
Connecticut
$327K -$1.05K -8 -0.3%
LC
757
Lindbrook Capital
California
$323K +$4.2K +32 +1%
IC
758
Iconiq Capital
California
$322K +$110K +838 +49%
WBG
759
Wharton Business Group
Pennsylvania
$322K – – –
PPA
760
Painted Porch Advisors
California
$321K – – –
4WM
761
44 Wealth Management
Oregon
$319K -$27.4K -209 -8%
RCP
762
Rothschild Capital Partners
New York
$318K +$93.2K +710 +39%
BWP
763
Balboa Wealth Partners
Arizona
$318K -$162K -1,235 -33%
MFWP
764
Mosaic Family Wealth Partners
Missouri
$315K – – –
HFM
765
Harvest Fund Management
China
$314K -$1.49M -11,328 -82%
BF
766
BOK Financial
Oklahoma
$313K -$13.4K -102 -4%
HI
767
Hudock Inc
Pennsylvania
$313K +$656 +5 +0.2%
IA
768
IFG Advisory
Georgia
$312K +$325K +2,477 New
RPGNY
769
Retirement Planning Group (New York)
New York
$312K +$325K +2,476 New
MW
770
Marcum Wealth
Ohio
$309K -$9.85K -75 -3%
FNBOMD
771
First National Bank of Mount Dora
Florida
$309K – – –
BF
772
bLong Financial
Tennessee
$309K +$322K +2,450 New
KP
773
Keel Point
Alabama
$309K +$4.59K +35 +1%
CI
774
Cambiar Investors
Colorado
$307K – – –
PCA
775
Purkiss Capital Advisors
Connecticut
$306K +$319K +2,429 New
29 30
31
32 33