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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WSA
951
Wealth Science Advisors
Georgia
$365K +$368K +1,969 New
MSFS
952
Main Street Financial Solutions
Pennsylvania
$365K -$68.7K -368 -16%
FFA
953
First Foundation Advisors
California
$364K +$367K +1,963 New
AAM
954
Aureus Asset Management
Massachusetts
$362K -$31K -166 -8%
CC
955
Commons Capital
Massachusetts
$362K +$747 +4 +0.2%
PFG
956
Prosperity Financial Group
California
$362K +$187 +1 +0.1%
DWS
957
Discipline Wealth Solutions
South Carolina
$358K +$2.06K +11 +0.6%
CWM
958
Circle Wealth Management
New Jersey
$356K +$358K +1,919 New
FG
959
Foster Group
Iowa
$355K +$1.87K +10 +0.5%
PRAG
960
Portfolio Resources Advisor Group
Florida
$351K +$353K +1,892 New
MAWA
961
Moss Adams Wealth Advisors
Washington
$350K +$42.8K +229 +14%
WAP
962
Wealthcare Advisory Partners
Pennsylvania
$349K +$47.3K +253 +16%
PMA
963
Prudent Man Advisors
Illinois
$348K +$1.31K +7 +0.4%
SMC
964
Smith, Moore & Co
Missouri
$348K +$560 +3 +0.2%
AWM
965
Angeles Wealth Management
California
$347K +$5.23K +28 +2%
SW
966
SVB Wealth
Massachusetts
$346K -$47.1K -252 -12%
RSWM
967
Robertson Stephens Wealth Management
California
$345K +$347K +1,859 New
RFA
968
Register Financial Advisors
Georgia
$345K -$32.7K -175 -9%
FIA
969
Foundations Investment Advisors
Arizona
$344K -$96.2K -515 -22%
MWM
970
Modera Wealth Management
New Jersey
$341K +$5.6K +30 +2%
DWP
971
Daymark Wealth Partners
Ohio
$341K +$5.98K +32 +2%
VGDSS
972
VUB Generali dochodkova spravcovska spolocnost
$340K +$342K +1,831 New
CFG
973
CMC Financial Group
Georgia
$339K +$5.04K +27 +2%
SIM
974
Sentry Investment Management
Wisconsin
$332K – – –
CH
975
Cromwell Holdings
Wyoming
$331K – – –
37 38
39
40 41