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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
876
TD Private Client Wealth
New York
$296K +$55.6K +390 +25%
CAWM
877
Capital Advisors Wealth Management
Washington
$295K +$1.28K +9 +0.5%
PFG
878
Prosperity Financial Group
California
$295K +$712 +5 +0.3%
ODA
879
One Degree Advisors
California
$290K +$1.57K +11 +0.6%
FAFN
880
First Affirmative Financial Network
Colorado
$289K -$32.9K -231 -11%
GSEP
881
Golden State Equity Partners
California
$288K -$55.6K -390 -17%
BBP
882
Banco BTG Pactual
Brazil
$286K +$266K +1,869 New
DWP
883
Daymark Wealth Partners
Ohio
$285K +$13.8K +97 +5%
AC
884
Apella Capital
Connecticut
$285K +$16K +112 +6%
CFP
885
Catalyst Financial Partners
Massachusetts
$284K +$11K +77 +4%
LA
886
Legacy Advisors
Pennsylvania
$283K +$19.1K +134 +8%
LP
887
LMR Partners
United Kingdom
$281K -$267K -1,875 -51%
AIIMS
888
Analyst IMS Investment Management Services
Israel
$278K +$258K +1,814 New
VR
889
Valued Retirements
Texas
$277K +$2.56K +18 +1%
FG
890
Foster Group
Iowa
$276K +$257K +1,803 New
SB
891
Strategic Blueprint
Georgia
$276K -$12.7K -89 -5%
BC
892
Bridgefront Capital
Texas
$275K -$75.4K -529 -23%
WKWM
893
Walter & Keenan Wealth Management
Indiana
$274K +$22.8K +160 +10%
SCP
894
Sivia Capital Partners
California
$273K +$10.4K +73 +4%
CH
895
Cromwell Holdings
Wyoming
$273K – – –
CSPIA
896
Cary Street Partners Investment Advisory
Virginia
$273K +$4.42K +31 +2%
HIC
897
Holderness Investments Company
North Carolina
$272K – – –
RAM
898
Readystate Asset Management
Illinois
$271K +$252K +1,769 New
NI
899
Natural Investments
California
$271K +$18.8K +132 +8%
MAM
900
Mystic Asset Management
Rhode Island
$270K – – –
34 35
36
37 38