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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
826
Shelton Capital Management
Colorado
$744K – – –
GS
827
GWN Securities
Florida
$743K -$32.8K -155 -5%
BHA
828
Beech Hill Advisors
New York
$738K – – –
LSPW
829
Lake Street Private Wealth
Illinois
$731K +$11.4K +54 +2%
OWP
830
Obermeyer Wealth Partners
Colorado
$726K -$634 -3 -0.1%
AWM
831
Angeles Wealth Management
California
$725K +$21.4K +101 +3%
BRWA
832
B. Riley Wealth Advisors
Florida
$719K +$4.44K +21 +0.7%
MW
833
Maia Wealth
Colorado
$718K +$91.3K +432 +16%
PWW
834
Pettyjohn Wood & White
Virginia
$716K -$46.1K -218 -6%
MWM
835
Moran Wealth Management
Florida
$713K +$106K +502 +19%
HI
836
Hendershot Investments
Virginia
$710K – – –
SWA
837
SFMG Wealth Advisors
Texas
$707K +$1.48K +7 +0.2%
CA
838
Continuum Advisory
Idaho
$707K -$535K -2,529 -45%
HAG
839
HF Advisory Group
Maryland
$700K -$53.5K -253 -8%
PF
840
PlanVest Financial
Maryland
$697K +$211 +1 +0%
WA
841
Waddell & Associates
Tennessee
$697K – – –
KP
842
Keel Point
Alabama
$695K +$52.2K +247 +9%
AZ
843
Alpha Zero
Florida
$685K +$251K +1,187 +72%
TWP
844
Triad Wealth Partners
Kansas
$684K +$99.2K +469 +19%
VA
845
Valmark Advisers
Ohio
$683K +$4.02K +19 +0.6%
CI
846
Conning Inc
Connecticut
$682K – – –
DE
847
Defiance ETFs
New York
$682K +$143K +678 +30%
MPWT
848
MassMutual Private Wealth & Trust
Connecticut
$675K -$5.07K -24 -0.8%
TCA
849
Transcend Capital Advisors
New Jersey
$674K +$139K +658 +28%
MWM
850
MOR Wealth Management
Pennsylvania
$674K +$628K +2,969 New
32 33
34
35 36