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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
876
First Citizens Bank & Trust
North Carolina
$468K +$197K +1,054 +72%
AA
877
ABC Arbitrage
France
$467K +$470K +2,515 New
MMA
878
Miracle Mile Advisors
California
$466K +$34.7K +186 +8%
CI
879
Corient IA
Florida
$464K – – –
WT
880
Whittier Trust
California
$464K -$97.7K -523 -17%
HI
881
Hudock Inc
Pennsylvania
$463K +$747 +4 +0.2%
IA
882
IFG Advisory
Georgia
$462K +$374 +2 +0.1%
RPGNY
883
Retirement Planning Group (New York)
New York
$460K -$187 -1 -0%
SP
884
SmartHarvest Portfolios
Washington
$459K +$462K +2,472 New
GIM
885
Gold Investment Management
Alberta, Canada
$458K -$8.4K -45 -2%
FWI
886
Facet Wealth Inc
Maryland
$457K +$202K +1,080 +77%
JFG
887
Jefferies Financial Group
New York
$455K +$458K +2,452 New
BF
888
bLong Financial
Tennessee
$455K – – –
CAMG
889
CWA Asset Management Group
Florida
$450K +$47.6K +255 +12%
CSIC
890
Clifford Swan Investment Counsel
California
$450K – – –
AO
891
Advisor OS
Illinois
$447K +$30.4K +163 +7%
TCA
892
Transcend Capital Advisors
New Jersey
$447K +$34.4K +184 +8%
WPP
893
Whalerock Point Partners
Rhode Island
$445K -$44.8K -240 -9%
RCA
894
Resonant Capital Advisors
Wisconsin
$443K +$20.4K +109 +5%
FNBOMD
895
First National Bank of Mount Dora
Florida
$443K – – –
MW
896
Maia Wealth
Colorado
$442K +$69.7K +373 +21%
CAG
897
Crestwood Advisors Group
Massachusetts
$441K +$112K +598 +34%
TWP
898
Triad Wealth Partners
Kansas
$440K +$25.2K +135 +6%
CSPIA
899
Cary Street Partners Investment Advisory
Virginia
$436K +$40.3K +216 +10%
WWM
900
Western Wealth Management
Colorado
$433K +$77K +412 +21%
34 35
36
37 38