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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1151
Certified Advisory Corp
Florida
$204K +$206K +1,102 New
OF
1152
Optimize Financial
California
$204K +$205K +1,098 New
AZ
1153
Alpha Zero
Florida
$204K -$32.5K -174 -14%
APG
1154
Abacus Planning Group
South Carolina
$204K -$12.7K -68 -6%
SIM
1155
Stratos Investment Management
Ohio
$203K -$21.1K -113 -9%
FNT
1156
First National Trust
Pennsylvania
$203K +$204K +1,091 New
IC
1157
IEQ Capital
California
$202K -$8.72M -46,661 -98%
GWM
1158
Greenwich Wealth Management
Connecticut
$201K +$202K +1,081 New
TW
1159
TritonPoint Wealth
Maryland
$201K -$21.9K -117 -10%
PGAM
1160
Princeton Global Asset Management
New Jersey
$197K +$11.8K +63 +6%
CSB
1161
City State Bank
Iowa
$196K – – –
WA
1162
Westfuller Advisors
New York
$195K -$2.24K -12 -1%
SGK
1163
Steigerwald Gordon & Koch
Virginia
$194K – – –
TSMHT
1164
Thurston Springer Miller Herd & Titak
Indiana
$191K +$186K +996 +2,929%
SSG
1165
Summit Securities Group
New York
$189K -$25.6K -137 -12%
NS
1166
NBC Securities
Alabama
$186K +$62.9K +337 +51%
BG
1167
Bollard Group
Massachusetts
$182K – – –
DE
1168
DV Equities
Illinois
$179K +$181K +967 New
NSIM
1169
North Star Investment Management
Illinois
$178K +$934 +5 +0.5%
SAG
1170
SageView Advisory Group
California
$175K +$176K +940 New
CT
1171
Colonial Trust
South Carolina
$174K -$42.4K -227 -19%
FCT
1172
Family Capital Trust
Massachusetts
$173K +$2.06K +11 +1%
AG
1173
AmeriFlex Group
Nevada
$172K -$130K -698 -43%
OWP
1174
ORG Wealth Partners
Texas
$171K -$8.59K -46 -5%
CP
1175
Camelot Portfolios
Ohio
$167K +$168K +900 New
45 46
47
48 49