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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1076
Birch Financial Group
New Hampshire
$201K +$185K +1,128 New
BAAM
1077
Baker Avenue Asset Management
California
$201K +$185K +1,128 New
SP
1078
Successful Portfolios
Florida
$200K +$185K +1,125 New
PWM
1079
Pines Wealth Management
North Carolina
$200K +$185K +1,124 New
TWM
1080
Tradition Wealth Management
Minnesota
$200K +$185K +1,123 New
CSP
1081
Cary Street Partners
Virginia
$200K +$99K +602 +116%
AIM
1082
Arcadia Investment Management
Michigan
$196K – – –
AGWCA
1083
Annis Gardner Whiting Capital Advisors
Florida
$194K -$27.6K -168 -13%
WA
1084
Westfuller Advisors
New York
$190K +$175K +1,064 New
CSB
1085
City State Bank
Iowa
$188K – – –
SGK
1086
Steigerwald Gordon & Koch
Virginia
$186K +$172K +1,046 New
PGAM
1087
Princeton Global Asset Management
New Jersey
$178K -$986 -6 -0.6%
MR
1088
Munich Reinsurance
$176K +$162K +986 New
BG
1089
Bollard Group
Massachusetts
$174K – – –
OWP
1090
ORG Wealth Partners
Texas
$172K +$65.4K +398 +70%
NSIM
1091
North Star Investment Management
Illinois
$170K +$1.15K +7 +0.7%
PTC
1092
Private Trust Company
Ohio
$169K +$3.12K +19 +2%
FCT
1093
Family Capital Trust
Massachusetts
$164K +$151K +920 New
BC
1094
Bayforest Capital
United Kingdom
$163K +$150K +915 New
PD
1095
Point72 (DIFC)
United Arab Emirates
$161K -$6.44M -39,158 -98%
SIA
1096
Sit Investment Associates
Minnesota
$158K – – –
CT
1097
Clearstead Trust
Maine
$155K – – –
CCA
1098
Catalyst Capital Advisors
New York
$155K -$80.7K -491 -36%
HPC
1099
HM Payson & Co
Maine
$148K +$41.9K +255 +44%
PFA
1100
Pathway Financial Advisers
Indiana
$148K +$136K +830 New
42 43
44
45 46