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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
826
West Family Investments
California
$361K -$1.28K -9 -0.4%
QWP
827
Quotient Wealth Partners
Texas
$357K +$38.3K +269 +13%
FAIM
828
Financial Advocates Investment Management
Washington
$355K -$102K -713 -24%
VA
829
Valmark Advisers
Ohio
$355K +$54.7K +384 +20%
MIM
830
MTM Investment Management
South Carolina
$355K – – –
AI
831
Atom Investors
Texas
$354K -$13.7K -96 -4%
PS
832
Planned Solutions
California
$353K – – –
TAM
833
Titleist Asset Management
Texas
$353K – – –
MG
834
Mather Group
Illinois
$352K +$34.6K +243 +12%
RFA
835
Register Financial Advisors
Georgia
$345K – – –
AWA
836
AGH Wealth Advisors
Kansas
$345K +$31.6K +222 +11%
PWPS
837
Pinnacle Wealth Planning Services
Ohio
$342K +$21.9K +154 +7%
FFA
838
Florida Financial Advisors
Florida
$340K +$317K +2,224 New
BFC
839
Blue Fin Capital
Rhode Island
$339K – – –
CA
840
Continuum Advisory
Idaho
$336K +$62K +435 +25%
BF
841
BOK Financial
Oklahoma
$336K -$45.5K -319 -13%
PK
842
Pflug Koory
Nebraska
$336K -$3.56K -25 -1%
WEG
843
World Equity Group
Illinois
$334K +$311K +2,183 New
SWM
844
Shelton Wealth Management
Texas
$333K +$1.28K +9 +0.4%
MPM
845
MBB Public Markets
Illinois
$330K +$307K +2,153 New
MWM
846
Modera Wealth Management
New Jersey
$329K -$13.4K -94 -4%
VCA
847
Verdence Capital Advisors
Maryland
$329K +$2.85K +20 +0.9%
BWFA
848
Baltimore-Washington Financial Advisors
Maryland
$327K – – –
TWP
849
Triad Wealth Partners
Kansas
$327K -$7.12K -50 -2%
CCA
850
Childress Capital Advisors
Texas
$327K -$2.99K -21 -1%
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35 36