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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
DW30
1026
Drucker Wealth 3.0
New Jersey
$237K +$219K +1,330 New
PMG
1027
Private Management Group
California
$237K +$219K +1,330 New
PFPT
1028
Pinnacle Financial Partners (Tennessee)
Tennessee
$236K +$4.11K +25 +2%
CCM
1029
Cinctive Capital Management
New York
$235K -$4.92M -29,940 -96%
TCM
1030
TABR Capital Management
California
$234K +$218K +1,327 New
QC
1031
Quent Capital
New York
$234K +$216K +1,312 New
WBG
1032
Wharton Business Group
Pennsylvania
$232K – – –
AMBIA
1033
Allen Mooney & Barnes Investment Advisors
Georgia
$230K +$213K +1,294 New
CAM
1034
Cidel Asset Management
Ontario, Canada
$227K -$15K -91 -7%
AZ
1035
Alpha Zero
Florida
$226K +$209K +1,271 New
CWP
1036
Cyndeo Wealth Partners
Florida
$225K +$207K +1,261 New
CWM
1037
Centurion Wealth Management
Virginia
$224K +$207K +1,260 New
TNA
1038
True North Advisors
Texas
$224K -$41.4K -252 -17%
SFS
1039
Sowell Financial Services
Arkansas
$223K -$15K -91 -7%
CFG
1040
Cooper Financial Group
California
$223K +$206K +1,254 New
EP
1041
Essential Partners
California
$223K +$175K +1,062 +565%
BFG
1042
Beacon Financial Group
Texas
$223K +$205K +1,250 New
CWMG
1043
Compass Wealth Management (Georgia)
Georgia
$223K +$205K +1,250 New
SIC
1044
Samalin Investment Counsel
New York
$221K +$204K +1,240 New
KFI
1045
Key Financial Inc
Pennsylvania
$221K – – –
OPA
1046
Old Port Advisors
Maine
$221K +$203K +1,238 New
JHCP
1047
Jackson Hole Capital Partners
Oklahoma
$220K +$203K +1,235 New
SC
1048
Scotia Capital
Ontario, Canada
$219K +$203K +1,232 New
DLA
1049
Douglas Lane & Associates
New York
$219K +$203K +1,232 New
BHWM
1050
Bar Harbor Wealth Management
New Hampshire
$218K +$202K +1,226 New
40 41
42
43 44