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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1176
Warwick Investment Management
Texas
$258K – – –
SP
1177
Successful Portfolios
Florida
$258K – – –
CCMG
1178
Clark Capital Management Group
Pennsylvania
$256K -$26.2K -124 -10%
GLLW
1179
Graves Light Lenhart Wealth
Virginia
$254K – – –
PWM
1180
Parkway Wealth Management
Texas
$254K -$4.23K -20 -2%
WT
1181
Washington Trust
Rhode Island
$253K +$3.17K +15 +1%
BHWM
1182
Bar Harbor Wealth Management
New Hampshire
$253K -$21.1K -100 -8%
APG
1183
Abacus Planning Group
South Carolina
$253K +$5.92K +28 +3%
IA
1184
Intellus Advisors
Florida
$253K -$6.76K -32 -3%
AWM
1185
Aviso Wealth Management
Washington
$252K -$5.71K -27 -2%
MFGM
1186
Marshall Financial Group (Maryland)
Maryland
$252K -$125K -590 -35%
MAM
1187
Martingale Asset Management
Massachusetts
$251K – – –
VFG
1188
Victory Financial Group
Texas
$251K +$234K +1,107 New
SIC
1189
Samalin Investment Counsel
New York
$250K +$634 +3 +0.3%
SCP
1190
Sivia Capital Partners
California
$249K – – –
CIA
1191
Choate Investment Advisors
Massachusetts
$248K – – –
CC
1192
Centiva Capital
New York
$248K +$231K +1,094 New
S
1193
Storgate
Texas
$247K +$230K +1,088 New
FNT
1194
First National Trust
Pennsylvania
$246K – – –
CFA
1195
Collaborative Fund Advisors
Nevada
$244K +$227K +1,076 New
KA
1196
Klingman & Associates
New York
$244K +$227K +1,076 New
PWM
1197
Power Wealth Management
Georgia
$244K +$227K +1,076 New
CRC
1198
Curi RMB Capital
Illinois
$243K -$2.75K -13 -1%
VCP
1199
Verus Capital Partners
Arizona
$243K +$226K +1,070 New
DLA
1200
Douglas Lane & Associates
New York
$242K +$8.67K +41 +4%
46 47
48
49 50