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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1101
MV Capital Management
Maryland
$318K +$211 +1 +0.1%
RWP
1102
Revolve Wealth Partners
New Jersey
$316K +$9.51K +45 +3%
CAM
1103
Concorde Asset Management
Michigan
$314K +$3.81K +18 +1%
GWP
1104
Gateway Wealth Partners
Wisconsin
$314K -$168K -793 -36%
ACG
1105
Allen Capital Group
Nebraska
$313K +$13.5K +64 +5%
WF
1106
Welch & Forbes
Massachusetts
$313K +$292K +1,380 New
OPA
1107
Old Port Advisors
Maine
$313K +$27.9K +132 +11%
MGAM
1108
McGowan Group Asset Management
Texas
$311K +$290K +1,370 New
DW30
1109
Drucker Wealth 3.0
New Jersey
$309K +$634 +3 +0.2%
RA
1110
Range Advisory
Virginia
$309K -$15.2K -72 -5%
APC
1111
Aspire Private Capital
North Carolina
$309K +$423 +2 +0.1%
AWM
1112
Aberdeen Wealth Management
Illinois
$306K – – –
LI
1113
Lafayette Investments
Maryland
$306K -$10.6K -50 -4%
FFS
1114
Founders Financial Securities
Maryland
$305K -$24.5K -116 -8%
OFG
1115
Oxford Financial Group
Indiana
$305K -$1.69K -8 -0.6%
BFG
1116
Beacon Financial Group
Texas
$304K +$13.7K +65 +5%
CAM
1117
Cidel Asset Management
Ontario, Canada
$303K – – –
PMG
1118
Private Management Group
California
$303K +$1.06K +5 +0.4%
BWL
1119
Bogart Wealth LLC
Virginia
$300K -$1.06K -5 -0.4%
CFM
1120
Cornerstone Financial Management
Massachusetts
$299K +$9.51K +45 +4%
SIM
1121
Stratos Investment Management
Ohio
$299K +$17.1K +81 +7%
LWM
1122
LeConte Wealth Management
Tennessee
$299K +$278K +1,316 New
4WM
1123
49 Wealth Management
Texas
$296K +$276K +1,305 New
A
1124
Alongside
Texas
$296K +$276K +1,305 New
AIIMS
1125
Analyst IMS Investment Management Services
Israel
$296K -$103K -488 -27%
43 44
45
46 47