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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
901
Hudock Inc
Pennsylvania
$568K +$634 +3 +0.1%
FMLI
902
Fukoku Mutual Life Insurance
Japan
$563K – – –
RPGNY
903
Retirement Planning Group (New York)
New York
$562K -$211 -1 -0%
MFIM
904
Mesirow Financial Investment Management
Illinois
$561K -$119K -563 -19%
BF
905
bLong Financial
Tennessee
$556K – – –
GIM
906
Gold Investment Management
Alberta, Canada
$552K -$7.82K -37 -1%
WT
907
Whittier Trust
California
$548K -$21.4K -101 -4%
EA
908
Everpar Advisors
Oklahoma
$547K +$41K +194 +9%
CSPIA
909
Cary Street Partners Investment Advisory
Virginia
$547K -$20.1K -95 -4%
CAL
910
Capital Analysts LLC
Pennsylvania
$546K -$11.8K -56 -2%
AWA
911
AGH Wealth Advisors
Kansas
$545K -$2.33K -11 -0.5%
BPWM
912
Badgley Phelps Wealth Managers
Washington
$545K -$423 -2 -0.1%
WPP
913
Whalerock Point Partners
Rhode Island
$544K – – –
4WM
914
44 Wealth Management
Oregon
$541K -$25.4K -120 -5%
SIA
915
Soltis Investment Advisors
Utah
$536K +$151K +712 +43%
SL
916
Sentinus LLC
Illinois
$534K +$4.65K +22 +0.9%
AO
917
Advisor OS
Illinois
$531K -$37K -175 -7%
SIA
918
Strategic Investment Advisors
Michigan
$529K +$8.24K +39 +2%
SI
919
Severin Investments
Missouri
$529K +$492K +2,329 New
CWWM
920
Clear Wave Wealth Management
New Jersey
$528K +$12.7K +60 +3%
PS
921
Planned Solutions
California
$528K +$4.02K +19 +0.8%
KWM
922
Keebeck Wealth Management
Illinois
$527K +$114K +537 +30%
WSA
923
Wealth Science Advisors
Georgia
$526K +$73.4K +347 +18%
SMC
924
Smith, Moore & Co
Missouri
$525K +$51.4K +243 +12%
PWP
925
Parkwoods Wealth Partners
New York
$523K +$488K +2,306 New
35 36
37
38 39