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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
926
Mystic Asset Management
Rhode Island
$393K – – –
WFA
927
Wellspring Financial Advisors
Ohio
$393K +$392K +2,101 New
WKWM
928
Walter & Keenan Wealth Management
Indiana
$389K +$4.3K +23 +1%
NG
929
Norden Group
Utah
$385K +$122K +655 +46%
WIC
930
Woodmont Investment Counsel
Tennessee
$384K – – –
WA
931
Wealth Alliance
New York
$382K +$4.67K +25 +1%
IIL
932
Income Insurance Ltd
$380K +$383K +2,048 New
EW
933
Expressive Wealth
Illinois
$378K +$380K +2,036 New
PUI
934
Purpose Unlimited Inc
$378K +$380K +2,036 New
GIA
935
Guyasuta Investment Advisors
Pennsylvania
$376K -$93.4K -500 -20%
PFA
936
Providence Financial Advisors
Kansas
$375K -$86.8K -465 -19%
GHI
937
Gross & Hartman Investments
Pennsylvania
$374K +$377K +2,016 New
SHFC
938
Safe Harbor Family Capital
North Carolina
$374K +$377K +2,016 New
TW
939
Tempo Wealth
Ohio
$374K +$376K +2,014 New
KF
940
Krilogy Financial
Missouri
$374K +$934 +5 +0.2%
PWP
941
Phillips Wealth Planners
Mississippi
$373K +$101K +541 +37%
EAM
942
Evanson Asset Management
California
$373K +$1.31K +7 +0.3%
AI
943
Atom Investors
Texas
$372K +$374K +2,005 New
GIA
944
Gateway Investment Advisers
Ohio
$372K +$77.1K +413 +26%
CWM
945
C2C Wealth Management
Arizona
$371K – – –
SFG
946
SNS Financial Group
Minnesota
$371K – – –
HR
947
Hardy Reed
Mississippi
$371K +$39.2K +210 +12%
WEG
948
World Equity Group
Illinois
$370K +$373K +1,995 New
PFBT
949
Parkside Financial Bank & Trust
Missouri
$367K +$9.15K +49 +3%
BWFA
950
Baltimore-Washington Financial Advisors
Maryland
$366K -$18.3K -98 -5%
36 37
38
39 40