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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
976
Westside Investment Management
California
$276K +$27.8K +169 +12%
MNBTD
977
Moody National Bank Trust Division
Texas
$275K – – –
CWG
978
Cornerstone Wealth Group
North Carolina
$274K +$12.7K +77 +5%
CTI
979
Community Trust & Investment
Kentucky
$271K – – –
KBFS
980
Kohmann Bosshard Financial Services
Ohio
$271K – – –
ACM
981
Advisors Capital Management
New Jersey
$271K +$15.9K +97 +7%
OBWG
982
Onyx Bridge Wealth Group
New York
$270K +$9.21K +56 +4%
PW
983
PUREfi Wealth
Massachusetts
$270K -$49.8K -303 -17%
CIAS
984
Capital Investment Advisory Services
North Carolina
$268K -$16.6K -101 -6%
CC
985
Corton Capital
Ontario, Canada
$268K +$247K +1,504 New
HDIM
986
Hanson & Doremus Investment Management
Vermont
$267K – – –
C
987
Certuity
Florida
$267K +$246K +1,498 New
CWM
988
Challenger Wealth Management
California
$267K +$986 +6 +0.4%
SDWMA
989
Schneider Downs Wealth Management Advisors
Pennsylvania
$265K – – –
CC
990
Courier Capital
New York
$265K – – –
FNBT
991
FineMark National Bank & Trust
Florida
$265K +$4.27K +26 +2%
FFS
992
Founders Financial Securities
Maryland
$263K -$16.3K -99 -6%
CAM
993
Concorde Asset Management
Michigan
$262K +$244K +1,484 New
NP
994
Ninepoint Partners
Ontario, Canada
$261K +$241K +1,466 New
FCBT
995
First Citizens Bank & Trust
North Carolina
$261K +$241K +1,465 New
FFP
996
FourThought Financial Partners
Florida
$259K +$1.15K +7 +0.5%
FC
997
Fairscale Capital
New Hampshire
$258K – – –
FSC
998
Full Sail Capital
Oklahoma
$258K +$238K +1,448 New
IP
999
Investment Partners
Ohio
$257K -$28.3K -172 -11%
CWMGP
1000
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$256K +$15.8K +96 +7%
38 39
40
41 42