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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
1051
Founders Financial Securities
Maryland
$302K -$20.2K -102 -7%
FWM
1052
Focused Wealth Management
New York
$301K +$32.4K +164 +12%
CWM
1053
Challenger Wealth Management
California
$301K +$3.75K +19 +1%
KBFS
1054
Kohmann Bosshard Financial Services
Ohio
$300K – – –
HP
1055
Holistic Planning
Texas
$299K +$4.15K +21 +1%
PIA
1056
Perennial Investment Advisors
California
$297K +$42.3K +214 +17%
MC
1057
Middleton & Co
Massachusetts
$297K -$39.5K -200 -12%
FFM
1058
Forum Financial Management
Illinois
$296K -$11.5K -58 -4%
SDWMA
1059
Schneider Downs Wealth Management Advisors
Pennsylvania
$294K – – –
NWM
1060
Northcape Wealth Management
New York
$294K -$13.4K -68 -4%
PFA
1061
Pure Financial Advisors
California
$294K +$293K +1,485 New
CC
1062
Courier Capital
New York
$293K -$1.19K -6 -0.4%
NP
1063
Ninepoint Partners
Ontario, Canada
$290K -$398K -2,013 -58%
DAS
1064
Dynamic Advisor Solutions
Arizona
$289K +$32.8K +166 +13%
RA
1065
RFG Advisory
Alabama
$287K +$25.1K +127 +10%
CWMGP
1066
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$287K +$988 +5 +0.3%
FC
1067
Fairscale Capital
New Hampshire
$286K – – –
PNC
1068
Park National Corp
Ohio
$285K +$29.6K +150 +12%
ODA
1069
One Degree Advisors
California
$284K – – –
FFP
1070
FourThought Financial Partners
Florida
$284K +$10.3K +52 +4%
AA
1071
Argent Advisors
Louisiana
$283K +$8.89K +45 +3%
HAM
1072
Harmony Asset Management
Arizona
$282K +$11.1K +56 +4%
IAIM
1073
International Assets Investment Management
Florida
$281K -$593 -3 -0.2%
XF
1074
XML Financial
Maryland
$280K -$46.4K -235 -14%
VRM
1075
Vectors Research Management
New York
$280K -$1.19K -6 -0.4%
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43
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