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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
751
Moors & Cabot
Massachusetts
$555K -$10.5K -70 -2%
BWP
752
Balboa Wealth Partners
Arizona
$552K +$72.9K +488 +16%
AFA
753
AA Financial Advisors
Ohio
$551K – – –
LC
754
LCNB Corp
Ohio
$548K -$5.68K -38 -1%
PPG
755
Peak Planning Group
Colorado
$546K +$1.49K +10 +0.3%
FMLI
756
Fukoku Mutual Life Insurance
Japan
$541K – – –
GLA
757
Great Lakes Advisors
Illinois
$539K +$63.7K +426 +14%
CIP
758
Capital Insight Partners
Arizona
$538K +$523K +3,500 New
SFGP
759
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$533K +$1.79K +12 +0.3%
LSPW
760
Lake Street Private Wealth
Illinois
$532K +$18.1K +121 +4%
SAM
761
Strategy Asset Managers
California
$530K -$21.2K -142 -4%
WFI
762
West Family Investments
California
$529K +$163K +1,090 +46%
CA
763
CoreCap Advisors
Michigan
$521K -$9.86K -66 -2%
SW
764
SMART Wealth
Nebraska
$521K +$106K +706 +26%
MWM
765
Moran Wealth Management
Florida
$518K +$136K +913 +37%
ATS
766
Ashton Thomas Securities
New York
$516K +$502K +3,357 New
CIM
767
Cambria Investment Management
California
$514K +$62.2K +416 +14%
PWW
768
Pettyjohn Wood & White
Virginia
$513K -$5.98K -40 -1%
PSFG
769
Prairie Sky Financial Group
Illinois
$512K – – –
CI
770
Conning Inc
Connecticut
$512K -$14.5K -97 -3%
OWP
771
Obermeyer Wealth Partners
Colorado
$511K +$29.6K +198 +6%
PWMG
772
Pinnacle Wealth Management Group
Michigan
$510K – – –
CI
773
CX Institutional
Indiana
$507K -$5.68K -38 -1%
SWA
774
SFMG Wealth Advisors
Texas
$506K -$8.22K -55 -2%
HSA
775
HBK Sorce Advisory
Pennsylvania
$504K +$22.9K +153 +5%
29 30
31
32 33