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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
1101
Allen Capital Group
Nebraska
$313K +$13.5K +64 +5%
WF
1102
Welch & Forbes
Massachusetts
$313K +$292K +1,380 New
OPA
1103
Old Port Advisors
Maine
$313K +$27.9K +132 +11%
MGAM
1104
McGowan Group Asset Management
Texas
$311K +$290K +1,370 New
DW30
1105
Drucker Wealth 3.0
New Jersey
$309K +$634 +3 +0.2%
APC
1106
Aspire Private Capital
North Carolina
$309K +$423 +2 +0.1%
AWM
1107
Aberdeen Wealth Management
Illinois
$306K – – –
LI
1108
Lafayette Investments
Maryland
$306K -$10.6K -50 -4%
FFS
1109
Founders Financial Securities
Maryland
$305K -$24.5K -116 -8%
OFG
1110
Oxford Financial Group
Indiana
$305K -$1.69K -8 -0.6%
BFG
1111
Beacon Financial Group
Texas
$304K +$13.7K +65 +5%
CAM
1112
Cidel Asset Management
Ontario, Canada
$303K – – –
PMG
1113
Private Management Group
California
$303K +$1.06K +5 +0.4%
BWL
1114
Bogart Wealth LLC
Virginia
$300K -$1.06K -5 -0.4%
CFM
1115
Cornerstone Financial Management
Massachusetts
$299K +$9.51K +45 +4%
SIM
1116
Stratos Investment Management
Ohio
$299K +$17.1K +81 +7%
LWM
1117
LeConte Wealth Management
Tennessee
$299K +$278K +1,316 New
4WM
1118
49 Wealth Management
Texas
$296K +$276K +1,305 New
A
1119
Alongside
Texas
$296K +$276K +1,305 New
AIIMS
1120
Analyst IMS Investment Management Services
Israel
$296K -$103K -488 -27%
WBG
1121
Wharton Business Group
Pennsylvania
$295K – – –
CWP
1122
Core Wealth Partners
California
$293K +$1.06K +5 +0.4%
FAN
1123
Financial Advisors Network
California
$289K +$1.06K +5 +0.4%
WW
1124
Wright Wealth
Georgia
$289K – – –
WAG
1125
Winthrop Advisory Group
Massachusetts
$289K +$53.3K +252 +25%
43 44
45
46 47