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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
776
HBK Sorce Advisory
Pennsylvania
$663K +$3.74K +20 +0.6%
FWP
777
Family Wealth Partners
North Carolina
$662K +$374 +2 +0.1%
PPG
778
Peak Planning Group
Colorado
$661K +$1.12K +6 +0.2%
VHAM
779
Van Hulzen Asset Management
California
$661K -$56K -300 -8%
PFGIA
780
Patriot Financial Group Insurance Agency
Massachusetts
$661K +$665K +3,561 New
FLPIM
781
F.L. Putnam Investment Management
Massachusetts
$660K +$374 +2 +0.1%
TFIPS
782
Towarzystwo Funduszy Inwestycyjnych PZU SA
$659K +$67.2K +360 +11%
KP
783
Keel Point
Alabama
$651K +$36.4K +195 +6%
CI
784
CX Institutional
Indiana
$650K +$43.1K +231 +7%
SW
785
Simplicity Wealth
New Jersey
$650K +$134K +716 +26%
SFGP
786
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$649K +$4.3K +23 +0.7%
DWM
787
Dakota Wealth Management
Florida
$649K +$653K +3,497 New
WFI
788
West Family Investments
California
$648K – – –
VR
789
Valued Retirements
Texas
$647K +$109K +584 +20%
TCWA
790
Turtle Creek Wealth Advisors
Texas
$647K +$85K +455 +15%
BHCM
791
Brevan Howard Capital Management
Jersey
$647K +$651K +3,484 New
SAM
792
Strategy Asset Managers
California
$646K +$6.91K +37 +1%
NP
793
Ninepoint Partners
Ontario, Canada
$646K +$376K +2,013 +137%
CFCI
794
Comprehensive Financial Consultants Institutional
Indiana
$645K – – –
WC
795
Westerkirk Capital
$644K -$1.22M -6,529 -65%
AWM
796
AE Wealth Management
Kansas
$644K +$52.9K +283 +9%
CI
797
Conning Inc
Connecticut
$644K +$25.4K +136 +4%
LAM
798
L2 Asset Management
Massachusetts
$642K +$58.6K +314 +10%
DG
799
DigitalBridge Group
Florida
$640K -$65.4K -350 -9%
BWP
800
Balboa Wealth Partners
Arizona
$640K -$15.3K -82 -2%
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