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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
826
Moors & Cabot
Massachusetts
$617K +$14.8K +75 +2%
MMA
827
Miracle Mile Advisors
California
$617K +$121K +610 +24%
MFWP
828
Mosaic Family Wealth Partners
Missouri
$616K – – –
SWA
829
SFMG Wealth Advisors
Texas
$615K -$28.3K -143 -4%
BRWA
830
B. Riley Wealth Advisors
Florida
$612K -$105K -533 -15%
AWM
831
Angeles Wealth Management
California
$612K +$242K +1,225 +66%
HAG
832
HighPoint Advisor Group
Illinois
$612K -$2.1M -10,606 -77%
PF
833
PlanVest Financial
Maryland
$608K +$607K +3,072 New
WA
834
Waddell & Associates
Tennessee
$607K – – –
AU
835
AlphaGrep UK
$604K -$307K -1,552 -34%
FH
836
FWG Holdings
Florida
$600K +$37.7K +191 +7%
MFIM
837
Mesirow Financial Investment Management
Illinois
$600K -$80.4K -407 -12%
SPC
838
Spirepoint Private Client
Florida
$597K -$42.9K -217 -7%
CI
839
Conning Inc
Connecticut
$595K -$90.9K -460 -13%
WPI
840
Walter Public Investments
Canada
$593K – – –
MPWT
841
MassMutual Private Wealth & Trust
Connecticut
$593K -$35K -177 -6%
VA
842
Valmark Advisers
Ohio
$591K -$988 -5 -0.2%
ST
843
Sageworth Trust
Pennsylvania
$588K +$237K +1,201 +68%
BTI
844
Blue Trust Inc
Georgia
$587K -$21.3K -108 -4%
CBA
845
Coastal Bridge Advisors
Connecticut
$583K -$1.31M -6,644 -69%
SWM
846
Shrier Wealth Management
California
$573K +$1.19K +6 +0.2%
LCG
847
Lynx Capital Group
Ohio
$569K – – –
DWM
848
Dakota Wealth Management
Florida
$569K -$123K -621 -18%
CCA
849
Childress Capital Advisors
Texas
$568K -$234K -1,183 -29%
LFM
850
LGT Fund Management
Liechtenstein
$565K +$57.1K +289 +11%
32 33
34
35 36