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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
876
E Fund Management
China
$509K +$508K +2,572 New
FISPB
877
Fideuram - Intesa Sanpaolo Private Banking
$508K -$1.07M -5,420 -68%
FG
878
Foresight Group
United Kingdom
$507K – – –
JCM
879
Jacobi Capital Management
Pennsylvania
$506K -$2.96K -15 -0.6%
CT
880
Chicago Trust
Illinois
$505K -$3.95K -20 -0.8%
CAMG
881
CWA Asset Management Group
Florida
$504K +$24.5K +124 +5%
WWM
882
Western Wealth Management
Colorado
$502K +$40.9K +207 +9%
CAG
883
Crestwood Advisors Group
Massachusetts
$501K +$32K +162 +7%
WFI
884
West Family Investments
California
$498K -$192K -970 -28%
AO
885
Advisor OS
Illinois
$497K +$20.8K +105 +4%
CSPIA
886
Cary Street Partners Investment Advisory
Virginia
$495K +$30.4K +154 +7%
4WM
887
44 Wealth Management
Oregon
$495K -$10.7K -54 -2%
HI
888
Hudock Inc
Pennsylvania
$494K +$790 +4 +0.2%
EWS
889
Evergreen Wealth Solutions
Pennsylvania
$494K +$493K +2,497 New
WT
890
Whittier Trust
California
$494K -$8.1K -41 -2%
CIA
891
Caerus Investment Advisors
Texas
$493K -$319K -1,613 -39%
FMLI
892
Fukoku Mutual Life Insurance
Japan
$490K -$43.7K -221 -8%
RPGNY
893
Retirement Planning Group (New York)
New York
$490K +$198 +1 +0%
GIM
894
Gold Investment Management
Alberta, Canada
$488K – – –
TWP
895
Triad Wealth Partners
Kansas
$488K +$19K +96 +4%
CAL
896
Capital Analysts LLC
Pennsylvania
$487K -$37.4K -189 -7%
BF
897
bLong Financial
Tennessee
$484K – – –
LFG
898
Larson Financial Group
Missouri
$483K +$52K +263 +12%
EW
899
Evoke Wealth
California
$479K -$22.5K -114 -4%
AWA
900
AGH Wealth Advisors
Kansas
$477K +$21.5K +109 +5%
34 35
36
37 38