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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CH
976
Cromwell Holdings
Wyoming
$331K – – –
VAF
977
Values Added Financial
District of Columbia
$330K – – –
ST
978
Sageworth Trust
Pennsylvania
$329K -$503K -2,692 -60%
FDW
979
Fourth Dimension Wealth
Ohio
$329K +$1.12K +6 +0.3%
FGA
980
Fortis Group Advisors
New Jersey
$328K -$24.5K -131 -7%
FWA
981
FSM Wealth Advisors
Ohio
$328K +$19.4K +104 +6%
CPIG
982
Chicago Partners Investment Group
Illinois
$326K +$5.6K +30 +2%
AWM
983
Accurate Wealth Management
Florida
$325K -$27.8K -149 -8%
CM
984
Cercano Management
Washington
$322K – – –
SFS
985
Sowell Financial Services
Arkansas
$322K +$89.3K +478 +38%
VA
986
VestGen Advisors
Illinois
$321K -$101K -543 -24%
CIC
987
Crawford Investment Counsel
Georgia
$321K – – –
AA
988
AlphaCentric Advisors
Puerto Rico
$320K +$322K +1,723 New
OL
989
Optas LLC
Texas
$319K -$2.8K -15 -0.9%
EA
990
Everpar Advisors
Oklahoma
$319K +$321K +1,719 New
CFA
991
Cahill Financial Advisors
Minnesota
$319K +$187 +1 +0.1%
M
992
MOTCO
Texas
$318K – – –
Fisher Asset Management
993
Fisher Asset Management
Washington
$317K +$23K +123 +8%
OL
994
OneFund LLC
Florida
$317K +$23.3K +125 +8%
TPI
995
Trust Point Inc
Wisconsin
$317K -$55.3K -296 -15%
CGL
996
Clarius Group LLC
Washington
$316K -$26.7K -143 -8%
SIA
997
Soltis Investment Advisors
Utah
$316K +$26.7K +143 +9%
MC
998
Middleton & Co
Massachusetts
$316K – – –
FCM
999
Fell Capital Management
California
$316K +$318K +1,700 New
LI
1000
Lafayette Investments
Maryland
$315K – – –