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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
926
Shelton Wealth Management
Texas
$437K +$1.58K +8 +0.4%
BFC
927
Blue Fin Capital
Rhode Island
$434K – – –
PK
928
Pflug Koory
Nebraska
$433K – – –
PPA
929
Painted Porch Advisors
California
$433K -$1.38K -7 -0.3%
GAG
930
GM Advisory Group
New York
$432K -$24.7K -125 -5%
GWP
931
Gateway Wealth Partners
Wisconsin
$430K +$430K +2,176 New
PWP
932
Phillips Wealth Planners
Mississippi
$430K -$1.19K -6 -0.3%
MWM
933
Modera Wealth Management
New Jersey
$428K +$64.4K +326 +18%
BHBT
934
Burke & Herbert Bank & Trust
Virginia
$426K – – –
WAP
935
Wealthcare Advisory Partners
Pennsylvania
$426K +$54K +273 +15%
CWM
936
Circle Wealth Management
New Jersey
$426K +$46.4K +235 +12%
BFIM
937
Beese Fulmer Investment Management
Ohio
$423K -$9.88K -50 -2%
CAWM
938
Capital Advisors Wealth Management
Washington
$423K +$1.38K +7 +0.3%
HCM
939
Howard Capital Management
Georgia
$422K -$422K -2,137 -50%
FWI
940
Facet Wealth Inc
Maryland
$419K -$72.1K -365 -15%
MAM
941
Mystic Asset Management
Rhode Island
$418K – – –
MCM
942
Monument Capital Management
Virginia
$417K -$21.5K -109 -5%
BA
943
Bridgewater Advisors
New York
$417K +$41.1K +208 +12%
QC
944
Quent Capital
New York
$412K +$105K +530 +34%
LSIA
945
LaSalle St. Investment Advisors
Illinois
$411K -$49.8K -252 -11%
FG
946
Foster Group
Iowa
$410K +$32.8K +166 +9%
SP
947
SmartHarvest Portfolios
Washington
$410K -$78.3K -396 -16%
LA
948
Lifeworks Advisors
Michigan
$410K +$409K +2,072 New
WIC
949
Woodmont Investment Counsel
Tennessee
$409K – – –
SMC
950
Smith, Moore & Co
Missouri
$409K +$38.5K +195 +10%
36 37
38
39 40