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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
451
Corient Capital Partners
California
$434K +$47.4K +619 +13%
AC
452
Abbrea Capital
California
$433K +$399K +5,206 New
MW
453
Marcum Wealth
Ohio
$423K -$64.5K -842 -14%
LFAS
454
Level Four Advisory Services
Texas
$419K -$5.36K -70 -1%
FMBTD
455
First Midwest Bank Trust Division
Illinois
$418K – – –
ASN
456
Advisory Services Network
Georgia
$412K +$14.7K +192 +4%
ABC
457
Associated Banc-Corp
Wisconsin
$405K -$163K -2,128 -30%
BC
458
Bridgefront Capital
Texas
$404K -$592K -7,727 -61%
TBA
459
Tower Bridge Advisors
Pennsylvania
$403K – – –
SWM
460
Spire Wealth Management
Virginia
$401K -$215K -2,811 -37%
CI
461
Conning Inc
Connecticut
$400K -$37.6K -491 -9%
AA
462
AlphaMark Advisors
Kentucky
$399K – – –
DILIC
463
Dai-ichi Life Insurance Company
Japan
$398K -$2.3M -30,000 -86%
IWM
464
IHT Wealth Management
Illinois
$393K -$47.2K -616 -12%
LC
465
LCNB Corp
Ohio
$393K – – –
AWA
466
ARS Wealth Advisors
Florida
$391K – – –
CCC
467
Crescent Capital Consulting
Louisiana
$380K – – –
OWP
468
Obermeyer Wealth Partners
Colorado
$373K -$139K -1,816 -29%
PFS
469
Prospera Financial Services
Texas
$373K +$6.28K +82 +2%
MC
470
Moors & Cabot
Massachusetts
$371K +$104K +1,360 +44%
DCM
471
Donaldson Capital Management
Indiana
$370K +$23K +300 +7%
PCS
472
Personal CFO Solutions
New Jersey
$367K +$6.12K +80 +2%
LNWWM
473
Laird Norton Wetherby Wealth Management
California
$365K +$16.5K +216 +5%
GLA
474
Good Life Advisors
Pennsylvania
$364K +$8.65K +113 +3%
GT
475
Greenleaf Trust
Michigan
$364K +$32.7K +427 +11%
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19
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