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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
VW
1151
Vantus Wealth
Pennsylvania
$271K +$252K +1,192 New
SF
1152
Symphony Financial
Texas
$270K +$251K +1,187 New
KFGK
1153
Keystone Financial Group (Kentucky)
Kentucky
$269K -$444K -2,100 -64%
SWM
1154
Silverlake Wealth Management
Vermont
$267K +$211 +1 +0.1%
AF
1155
Advisornet Financial
Minnesota
$267K +$4.44K +21 +2%
VCAM
1156
Van Cleef Asset Management
Ohio
$266K – – –
TP
1157
TritonPoint Partners
Maryland
$266K +$248K +1,171 New
CF
1158
Convergence Financial
Missouri
$266K – – –
RG
1159
Renaissance Group
Kentucky
$265K – – –
HWA
1160
Hilltop Wealth Advisors
North Carolina
$265K +$4.65K +22 +2%
EL
1161
EWA LLC
Pennsylvania
$263K +$4.23K +20 +2%
SL
1162
StoryOne LLC
Kansas
$263K +$245K +1,158 New
HTC
1163
Haverford Trust Company
Pennsylvania
$263K +$245K +1,157 New
BFC
1164
Bedel Financial Consulting
Indiana
$262K – – –
HW
1165
Hancock Whitney
Mississippi
$261K +$18.8K +89 +8%
BHIA
1166
Birch Hill Investment Advisors
Massachusetts
$261K – – –
CCMI
1167
Creative Capital Management Investments
California
$261K +$238K +1,127 +4,508%
SIAP
1168
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$261K – – –
NP
1169
NorthRock Partners
Minnesota
$260K +$8.46K +40 +4%
OCWP
1170
Owl Creek Wealth Partners
Colorado
$260K +$3.17K +15 +1%
WIM
1171
Warwick Investment Management
Texas
$258K – – –
SP
1172
Successful Portfolios
Florida
$258K – – –
CCMG
1173
Clark Capital Management Group
Pennsylvania
$256K -$26.2K -124 -10%
GLLW
1174
Graves Light Lenhart Wealth
Virginia
$254K – – –
PWM
1175
Parkway Wealth Management
Texas
$254K -$4.23K -20 -2%
45 46
47
48 49