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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
1076
Schneider Downs Wealth Management Advisors
Pennsylvania
$338K – – –
CC
1077
Courier Capital
New York
$336K -$423 -2 -0.1%
CWP
1078
Cyndeo Wealth Partners
Florida
$335K +$19.9K +94 +7%
PNC
1079
Park National Corp
Ohio
$334K +$6.76K +32 +2%
VCA
1080
Verdence Capital Advisors
Maryland
$333K +$11.4K +54 +4%
NP
1081
Ninepoint Partners
Ontario, Canada
$333K – – –
ODA
1082
One Degree Advisors
California
$331K +$423 +2 +0.1%
KCM
1083
Kanawha Capital Management
Virginia
$331K +$41.6K +197 +16%
FC
1084
Fairscale Capital
New Hampshire
$329K – – –
WP
1085
WealthShield Partners
North Carolina
$328K -$51K -241 -14%
KIM
1086
Kane Investment Management
California
$327K +$40K +189 +15%
CFO
1087
Cambient Family Office
Michigan
$326K -$31.9K -151 -10%
BPW
1088
Bingham Private Wealth
California
$326K +$41K +194 +16%
JTWM
1089
Jackson Thornton Wealth Management
Alabama
$325K +$303K +1,433 New
NS
1090
NBC Securities
Alabama
$325K +$23.7K +112 +8%
AA
1091
Argent Advisors
Louisiana
$324K – – –
3IP
1092
3Chopt Investment Partners
Virginia
$323K +$86K +407 +40%
IIM
1093
InTrack Investment Management
Vermont
$322K +$300K +1,420 New
MGIA
1094
Moneta Group Investment Advisors
Missouri
$322K +$67.7K +320 +29%
HCP
1095
Hexagon Capital Partners
Arkansas
$322K +$58.1K +275 +24%
XF
1096
XML Financial
Maryland
$322K – – –
VRM
1097
Vectors Research Management
New York
$321K -$423 -2 -0.1%
FFP
1098
FourThought Financial Partners
Florida
$320K -$5.07K -24 -2%
LWM
1099
Liberty Wealth Management
California
$320K – – –
HDIM
1100
Hanson & Doremus Investment Management
Vermont
$319K – – –
42 43
44
45 46