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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
901
Parkside Financial Bank & Trust
Missouri
$343K +$10.4K +63 +3%
FHA
902
Flagship Harbor Advisors
Massachusetts
$343K +$87.6K +533 +38%
GH
903
GAM Holding
Switzerland
$343K +$317K +1,927 New
DWS
904
Discipline Wealth Solutions
South Carolina
$342K +$316K +1,920 New
WWM
905
Western Wealth Management
Colorado
$342K +$13.3K +81 +4%
FGA
906
Fortis Group Advisors
New Jersey
$339K +$39.6K +241 +15%
FG
907
Foster Group
Iowa
$338K +$986 +6 +0.3%
RFC
908
Regions Financial Corp
Alabama
$338K -$165K -1,003 -35%
NWM
909
Northcape Wealth Management
New York
$338K -$8.22K -50 -3%
CAWM
910
Capital Advisors Wealth Management
Washington
$337K +$9.37K +57 +3%
FAFN
911
First Affirmative Financial Network
Colorado
$335K -$5.26K -32 -2%
AWA
912
A4 Wealth Advisors
North Carolina
$335K +$310K +1,883 New
ANBT
913
American National Bank & Trust
Texas
$335K +$300K +1,827 +3,322%
ODA
914
One Degree Advisors
California
$335K -$2.14K -13 -0.7%
MW
915
Maia Wealth
Colorado
$334K +$288K +1,750 New
SMC
916
Smith, Moore & Co
Missouri
$334K +$68K +414 +28%
PMA
917
Prudent Man Advisors
Illinois
$333K -$487K -2,960 -61%
CGL
918
Clarius Group LLC
Washington
$329K -$62.8K -382 -17%
BWM
919
Bullock Wealth Management
Indiana
$329K +$986 +6 +0.3%
TWC
920
TD Waterhouse Canada
Ontario, Canada
$328K -$210K -1,278 -41%
AWM
921
Angeles Wealth Management
California
$328K +$21.9K +133 +8%
MWM
922
Modera Wealth Management
New Jersey
$322K +$9.86K +60 +3%
DWP
923
Daymark Wealth Partners
Ohio
$321K -$1.81K -11 -0.6%
AWM
924
Accurate Wealth Management
Florida
$321K +$24K +146 +8%
CFG
925
CMC Financial Group
Georgia
$321K +$296K +1,800 New
35 36
37
38 39