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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
301
BOK Financial
Oklahoma
$1.8M +$98.5K +1,182 +6%
RJT
302
Raymond James Trust
Florida
$1.76M +$20.1K +241 +1%
EI
303
Ethic Inc
New York
$1.76M -$16.7K -200 -1%
HIM
304
Hotaling Investment Management
Pennsylvania
$1.74M +$63.4K +760 +4%
EIA
305
Edgemoor Investment Advisors
Maryland
$1.72M – – –
OFG
306
Oxford Financial Group
Indiana
$1.68M – – –
DADC
307
D.A. Davidson & Co
Montana
$1.68M +$63.9K +767 +4%
PCM
308
Penserra Capital Management
California
$1.66M +$238K +2,852 +17%
AWM
309
Aevitas Wealth Management
Massachusetts
$1.65M +$3.42K +41 +0.2%
MNBTD
310
Moody National Bank Trust Division
Texas
$1.65M -$972K -11,657 -38%
WB
311
WesBanco Bank
West Virginia
$1.63M -$125K -1,502 -7%
BAM
312
Blueshift Asset Management
New Jersey
$1.62M -$8.81M -105,650 -85%
OPPTF
313
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.61M +$45.8K +549 +3%
FWIA
314
Fort Washington Investment Advisors
Ohio
$1.59M +$33.3K +400 +2%
AAS
315
Avantax Advisory Services
Texas
$1.58M +$74.4K +892 +5%
MFS
316
Mirabella Financial Services
United Kingdom
$1.54M +$1.5M +18,000 New
LCM
317
Liberty Capital Management
Michigan
$1.53M -$19.2K -230 -1%
USCWA
318
U.S. Capital Wealth Advisors
Texas
$1.53M -$1.21M -14,549 -45%
SOAMC
319
Spirit of America Management Corp
New York
$1.52M – – –
IAA
320
Independent Advisor Alliance
North Carolina
$1.52M +$17.9K +215 +1%
GAM
321
Gotham Asset Management
New York
$1.49M +$890K +10,672 +160%
CIA
322
Cascade Investment Advisors
Oregon
$1.48M -$7.34K -88 -0.5%
AWA
323
Arkadios Wealth Advisors
Georgia
$1.48M +$418K +5,016 +41%
SDIC
324
South Dakota Investment Council
South Dakota
$1.48M – – –
FAM
325
Fred Alger Management
New York
$1.46M +$28.5K +342 +2%
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