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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1176
Washington Trust
Rhode Island
$253K +$3.17K +15 +1%
BHWM
1177
Bar Harbor Wealth Management
New Hampshire
$253K -$21.1K -100 -8%
APG
1178
Abacus Planning Group
South Carolina
$253K +$5.92K +28 +3%
IA
1179
Intellus Advisors
Florida
$253K -$6.76K -32 -3%
AWM
1180
Aviso Wealth Management
Washington
$252K -$5.71K -27 -2%
MFGM
1181
Marshall Financial Group (Maryland)
Maryland
$252K -$125K -590 -35%
MAM
1182
Martingale Asset Management
Massachusetts
$251K – – –
VFG
1183
Victory Financial Group
Texas
$251K +$234K +1,107 New
SIC
1184
Samalin Investment Counsel
New York
$250K +$634 +3 +0.3%
SCP
1185
Sivia Capital Partners
California
$249K – – –
CIA
1186
Choate Investment Advisors
Massachusetts
$248K – – –
CC
1187
Centiva Capital
New York
$248K +$231K +1,094 New
S
1188
Storgate
Texas
$247K +$230K +1,088 New
FNT
1189
First National Trust
Pennsylvania
$246K – – –
CFA
1190
Collaborative Fund Advisors
Nevada
$244K +$227K +1,076 New
KA
1191
Klingman & Associates
New York
$244K +$227K +1,076 New
PWM
1192
Power Wealth Management
Georgia
$244K +$227K +1,076 New
CRC
1193
Curi RMB Capital
Illinois
$243K -$2.75K -13 -1%
VCP
1194
Verus Capital Partners
Arizona
$243K +$226K +1,070 New
DLA
1195
Douglas Lane & Associates
New York
$242K +$8.67K +41 +4%
CFG
1196
Carter Financial Group
Illinois
$242K -$4.86K -23 -2%
NB
1197
Nicolet Bankshares
Wisconsin
$241K +$219K +1,036 New
CSB
1198
City State Bank
Iowa
$241K – – –
WA
1199
Westfuller Advisors
New York
$241K -$2.33K -11 -1%
MA
1200
MONECO Advisors
Connecticut
$241K -$4.65K -22 -2%
46 47
48
49 50