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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
826
Pinnacle Wealth Management Group
Michigan
$745K – – –
CA
827
Cannon Advisors
North Carolina
$745K +$667K +3,155 New
AAM
828
Aureus Asset Management
Massachusetts
$744K +$90.9K +430 +15%
SCM
829
Shelton Capital Management
Colorado
$744K – – –
GS
830
GWN Securities
Florida
$743K -$32.8K -155 -5%
BHA
831
Beech Hill Advisors
New York
$738K – – –
LSPW
832
Lake Street Private Wealth
Illinois
$731K +$11.4K +54 +2%
OWP
833
Obermeyer Wealth Partners
Colorado
$726K -$634 -3 -0.1%
AWM
834
Angeles Wealth Management
California
$725K +$21.4K +101 +3%
BRWA
835
B. Riley Wealth Advisors
Florida
$719K +$4.44K +21 +0.7%
MW
836
Maia Wealth
Colorado
$718K +$91.3K +432 +16%
PWW
837
Pettyjohn Wood & White
Virginia
$716K -$46.1K -218 -6%
MWM
838
Moran Wealth Management
Florida
$713K +$106K +502 +19%
HI
839
Hendershot Investments
Virginia
$710K – – –
SWA
840
SFMG Wealth Advisors
Texas
$707K +$1.48K +7 +0.2%
CA
841
Continuum Advisory
Idaho
$707K -$535K -2,529 -45%
HAG
842
HF Advisory Group
Maryland
$700K -$53.5K -253 -8%
PF
843
PlanVest Financial
Maryland
$697K +$211 +1 +0%
WA
844
Waddell & Associates
Tennessee
$697K – – –
KP
845
Keel Point
Alabama
$695K +$52.2K +247 +9%
AZ
846
Alpha Zero
Florida
$685K +$251K +1,187 +72%
TWP
847
Triad Wealth Partners
Kansas
$684K +$99.2K +469 +19%
VA
848
Valmark Advisers
Ohio
$683K +$4.02K +19 +0.6%
CI
849
Conning Inc
Connecticut
$682K – – –
DE
850
Defiance ETFs
New York
$682K +$143K +678 +30%
32 33
34
35 36