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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
951
Smith, Moore & Co
Missouri
$409K +$38.5K +195 +10%
DBFM
952
Dickmeyer Boyce Financial Management
Indiana
$408K +$408K +2,066 New
IIL
953
Income Insurance Ltd
$405K – – –
PUI
954
Purpose Unlimited Inc
$403K – – –
PFBT
955
Parkside Financial Bank & Trust
Missouri
$402K +$11.3K +57 +3%
KF
956
Krilogy Financial
Missouri
$402K -$31.8K -161 -8%
CI
957
Corient IA
Florida
$401K -$92.9K -470 -19%
EGM
958
Engineers Gate Manager
New York
$401K +$150K +757 +60%
GIA
959
Guyasuta Investment Advisors
Pennsylvania
$400K – – –
SFG
960
SNS Financial Group
Minnesota
$400K +$4.15K +21 +1%
TW
961
Tempo Wealth
Ohio
$400K +$1.38K +7 +0.3%
GHI
962
Gross & Hartman Investments
Pennsylvania
$399K – – –
SHFC
963
Safe Harbor Family Capital
North Carolina
$399K – – –
WA
964
Whipplewood Advisors
Colorado
$396K -$143K -722 -26%
FGA
965
Fortis Group Advisors
New Jersey
$395K +$16.2K +82 +5%
CWM
966
C2C Wealth Management
Arizona
$395K – – –
CPIG
967
Chicago Partners Investment Group
Illinois
$395K +$39.9K +202 +11%
CTC
968
Cetera Trust Company
Minnesota
$393K -$49.4K -250 -11%
LWL
969
Leo Wealth LLC
Texas
$391K +$390K +1,975 New
BWFA
970
Baltimore-Washington Financial Advisors
Maryland
$390K – – –
HR
971
Hardy Reed
Mississippi
$390K -$5.93K -30 -2%
WFA
972
Wellspring Financial Advisors
Ohio
$389K -$26.1K -132 -6%
PFA
973
Providence Financial Advisors
Kansas
$387K -$12.8K -65 -3%
CC
974
Commons Capital
Massachusetts
$386K +$593 +3 +0.2%
PMA
975
Prudent Man Advisors
Illinois
$385K +$14K +71 +4%
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