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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
NRC
976
New Republic Capital
North Carolina
$381K -$50.4K -255 -12%
AF
977
Alerus Financial
North Dakota
$380K +$380K +1,923 New
DWP
978
Daymark Wealth Partners
Ohio
$380K +$17.2K +87 +5%
DWS
979
Discipline Wealth Solutions
South Carolina
$380K -$2.17K -11 -0.6%
AWM
980
Accurate Wealth Management
Florida
$380K +$16K +81 +5%
ZBNA
981
Zions Bancorporation, National Association
Utah
$379K -$374K -1,890 -50%
OMC
982
Old Mission Capital
Illinois
$378K +$378K +1,914 New
RFC
983
Regions Financial Corp
Alabama
$376K +$41.5K +210 +12%
OL
984
OneFund LLC
Florida
$375K +$35.8K +181 +11%
CTA
985
Colonial Trust Advisors
South Carolina
$374K +$98.8K +500 +36%
AWE
986
Avidian Wealth Enterprises
Texas
$372K +$37.5K +190 +11%
VAF
987
Values Added Financial
District of Columbia
$369K +$17.6K +89 +5%
PFG
988
Prosperity Financial Group
California
$367K -$18K -91 -5%
OL
989
Optas LLC
Texas
$366K +$25.7K +130 +8%
WSA
990
Wealth Science Advisors
Georgia
$365K – – –
FMP
991
Financial Management Professionals
Texas
$365K +$301K +1,523 +469%
PTC
992
Private Trust Company
Ohio
$363K +$128K +648 +54%
CWG
993
Cornerstone Wealth Group
North Carolina
$362K +$23.7K +120 +7%
RCP
994
Rothschild Capital Partners
New York
$359K -$140K -710 -28%
PE
995
PCM Encore
Colorado
$358K +$49.8K +252 +16%
MSFS
996
Main Street Financial Solutions
Pennsylvania
$358K -$30.8K -156 -8%
SA
997
Sovran Advisors
California
$356K +$45.8K +232 +17%
AIIMS
998
Analyst IMS Investment Management Services
Israel
$355K +$33.6K +170 +10%
KWM
999
Keebeck Wealth Management
Illinois
$353K +$119K +600 +51%
CH
1000
Cromwell Holdings
Wyoming
$352K – – –
38 39
40
41 42