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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
501
Good Life Advisors
Pennsylvania
$353K -$3.74K -42 -1%
CHA
502
Carmichael Hill & Associates
Maryland
$341K – – –
FAT
503
First American Trust
California
$340K -$979 -11 -0.3%
KA
504
Kintegral Advisory
New York
$340K +$7.83K +88 +2%
MOS
505
MGO One Seven
Ohio
$339K +$7.92K +89 +2%
IWM
506
IHT Wealth Management
Illinois
$338K +$12.4K +139 +4%
CGL
507
Clarius Group LLC
Washington
$334K +$27.7K +311 +8%
FIBT
508
First International Bank & Trust
North Dakota
$334K +$68.2K +767 +23%
RB
509
Renasant Bank
Mississippi
$334K +$361K +4,060 New
CFCI
510
Comprehensive Financial Consultants Institutional
Indiana
$327K +$353K +3,969 New
HI
511
Horizon Investments
North Carolina
$325K +$12.5K +141 +4%
QC
512
Quadrature Capital
United Kingdom
$321K +$346K +3,893 New
MC
513
Moors & Cabot
Massachusetts
$319K +$37.8K +425 +12%
DP
514
Dearborn Partners
Illinois
$318K – – –
IGWM
515
ICA Group Wealth Management
Colorado
$317K – – –
WDA
516
Wendell David Associates
New Hampshire
$317K – – –
SEP
517
Southland Equity Partners
Missouri
$316K – – –
OPS
518
Orion Portfolio Solutions
Nebraska
$315K +$6.5K +73 +2%
PCS
519
Personal CFO Solutions
New Jersey
$312K -$22.9K -257 -6%
SWA
520
SFMG Wealth Advisors
Texas
$312K -$14.7K -165 -4%
CCM
521
Coldstream Capital Management
Washington
$311K +$14.9K +168 +5%
CFB
522
Cullen/Frost Bankers
Texas
$307K -$13.2K -148 -4%
AWM
523
Accurate Wealth Management
Florida
$307K -$9.52K -107 -3%
GKWIM
524
Gerber Kawasaki Wealth & Investment Management
California
$304K – – –
WPP
525
Whalerock Point Partners
Rhode Island
$303K – – –
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