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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
1051
Onyx Bridge Wealth Group
New York
$306K +$6.72K +34 +2%
FAG
1052
Fortitude Advisory Group
Washington
$303K -$1.98K -10 -0.6%
FFS
1053
Founders Financial Securities
Maryland
$302K -$20.2K -102 -7%
FWM
1054
Focused Wealth Management
New York
$301K +$32.4K +164 +12%
CWM
1055
Challenger Wealth Management
California
$301K +$3.75K +19 +1%
KBFS
1056
Kohmann Bosshard Financial Services
Ohio
$300K – – –
HP
1057
Holistic Planning
Texas
$299K +$4.15K +21 +1%
PIA
1058
Perennial Investment Advisors
California
$297K +$42.3K +214 +17%
MC
1059
Middleton & Co
Massachusetts
$297K -$39.5K -200 -12%
FFM
1060
Forum Financial Management
Illinois
$296K -$11.5K -58 -4%
SDWMA
1061
Schneider Downs Wealth Management Advisors
Pennsylvania
$294K – – –
NWM
1062
Northcape Wealth Management
New York
$294K -$13.4K -68 -4%
PFA
1063
Pure Financial Advisors
California
$294K +$293K +1,485 New
CC
1064
Courier Capital
New York
$293K -$1.19K -6 -0.4%
NP
1065
Ninepoint Partners
Ontario, Canada
$290K -$398K -2,013 -58%
DAS
1066
Dynamic Advisor Solutions
Arizona
$289K +$32.8K +166 +13%
RA
1067
RFG Advisory
Alabama
$287K +$25.1K +127 +10%
CWMGP
1068
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$287K +$988 +5 +0.3%
FC
1069
Fairscale Capital
New Hampshire
$286K – – –
PNC
1070
Park National Corp
Ohio
$285K +$29.6K +150 +12%
ODA
1071
One Degree Advisors
California
$284K – – –
FFP
1072
FourThought Financial Partners
Florida
$284K +$10.3K +52 +4%
RA
1073
Range Advisory
Virginia
$283K +$283K +1,432 New
AA
1074
Argent Advisors
Louisiana
$283K +$8.89K +45 +3%
HAM
1075
Harmony Asset Management
Arizona
$282K +$11.1K +56 +4%
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