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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
776
Northcape Wealth Management
New York
$268K – – –
RFC
777
Regions Financial Corp
Alabama
$267K +$14.6K +125 +6%
CCA
778
Childress Capital Advisors
Texas
$266K +$1.05K +9 +0.4%
MIS
779
Morningstar Investment Services
Illinois
$264K +$242K +2,076 New
WS
780
Wedbush Securities
California
$261K -$260K -2,229 -52%
MSAM
781
Moloney Securities Asset Management
Missouri
$261K -$35.4K -303 -13%
EW
782
Evoke Wealth
California
$261K +$237K +2,035 New
CC
783
Commons Capital
Massachusetts
$257K +$583 +5 +0.3%
GAG
784
GM Advisory Group
New York
$256K – – –
SPA
785
Sherbrooke Park Advisers
New York
$255K -$599K -5,135 -72%
MPWT
786
MassMutual Private Wealth & Trust
Connecticut
$254K +$5.25K +45 +2%
WA
787
Wealth Alliance
New York
$254K -$11.1K -95 -5%
MG
788
Mather Group
Illinois
$253K +$4.78K +41 +2%
SQA
789
Simon Quick Advisors
New Jersey
$252K +$230K +1,970 New
M
790
MOTCO
Texas
$251K -$31.7K -272 -12%
QWP
791
Quotient Wealth Partners
Texas
$251K +$229K +1,959 New
BCCM
792
Bridge Creek Capital Management
Massachusetts
$250K – – –
EWM
793
Echo Wealth Management
Minnesota
$249K – – –
PFG
794
Prosperity Financial Group
California
$245K +$224K +1,917 New
CAWM
795
Capital Advisors Wealth Management
Washington
$244K +$223K +1,909 New
ODA
796
One Degree Advisors
California
$243K +$223K +1,915 New
SB
797
Strategic Blueprint
Georgia
$242K -$11.3K -97 -5%
9WM
798
9258 Wealth Management
Ohio
$240K +$219K +1,876 New
AC
799
Apella Capital
Connecticut
$239K +$220K +1,883 New
PA
800
Probity Advisors
Texas
$238K +$217K +1,858 New
30 31
32
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