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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1076
Carr Financial Group
Massachusetts
$252K -$72.8K -390 -22%
APC
1077
Aspire Private Capital
North Carolina
$252K +$374 +2 +0.1%
DE
1078
Diversified Enterprises
Delaware
$251K +$253K +1,352 New
AWM
1079
Aberdeen Wealth Management
Illinois
$251K – – –
DS
1080
DRW Securities
Illinois
$251K -$4.22M -22,610 -94%
DW30
1081
Drucker Wealth 3.0
New Jersey
$248K +$934 +5 +0.4%
PMG
1082
Private Management Group
California
$247K – – –
RA
1083
RFG Advisory
Alabama
$246K -$7.28K -39 -3%
1C
1084
111 Capital
France
$244K +$17.6K +94 +8%
FFN
1085
Focus Financial Network
Minnesota
$242K -$77.5K -415 -24%
WBG
1086
Wharton Business Group
Pennsylvania
$241K – – –
DAS
1087
Dynamic Advisor Solutions
Arizona
$241K -$119K -637 -33%
PNC
1088
Park National Corp
Ohio
$239K +$22K +118 +10%
PIA
1089
Perennial Investment Advisors
California
$239K +$241K +1,288 New
CWP
1090
Core Wealth Partners
California
$238K +$28.9K +155 +14%
AMBIA
1091
Allen Mooney & Barnes Investment Advisors
Georgia
$238K -$2.06K -11 -0.9%
AOWM
1092
Asset One Wealth Management
Washington
$237K +$236K +1,262 New
CFM
1093
Cornerstone Financial Management
Massachusetts
$236K +$238K +1,274 New
WW
1094
Wright Wealth
Georgia
$236K +$238K +1,273 New
EGM
1095
Engineers Gate Manager
New York
$236K +$238K +1,272 New
T
1096
TrustBank
Illinois
$234K +$236K +1,263 New
KCM
1097
Kanawha Capital Management
Virginia
$234K -$71.5K -383 -23%
CWM
1098
Centurion Wealth Management
Virginia
$234K – – –
BFG
1099
Beacon Financial Group
Texas
$233K +$934 +5 +0.4%
MR
1100
Munich Reinsurance
$233K +$47.1K +252 +26%
42 43
44
45 46