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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
501
Davenport & Co
Virginia
$394K +$5.18K +63 +1%
PMA
502
Prudent Man Advisors
Illinois
$381K – – –
PWW
503
Pettyjohn Wood & White
Virginia
$379K -$7.65K -93 -2%
AWAG
504
ARS Wealth Advisors Group
Florida
$378K -$6.17K -75 -2%
NFG
505
Nations Financial Group
Iowa
$377K +$82 +1 +0%
DWT
506
Dorsey & Whitney Trust
South Dakota
$373K +$48K +584 +15%
MOS
507
MGO One Seven
Ohio
$368K +$37.3K +453 +11%
NIM
508
NEOS Investment Management
Connecticut
$368K +$369K +4,492 New
OWP
509
Obermeyer Wealth Partners
Colorado
$365K +$247 +3 +0.1%
SEP
510
Southland Equity Partners
Missouri
$365K +$2.55K +31 +0.7%
II
511
Inspire Investing
Idaho
$363K +$365K +4,433 New
KPWS
512
Kestra Private Wealth Services
Texas
$361K +$363K +4,409 New
JIC
513
Joel Isaacson & Co
New York
$360K – – –
AC
514
AlphaCore Capital
California
$359K -$6.17K -75 -2%
WPC
515
Wedmont Private Capital
Pennsylvania
$356K +$23.9K +290 +7%
AC
516
Abbrea Capital
California
$351K – – –
EF
517
Empowered Funds
Pennsylvania
$349K +$64.2K +780 +22%
CI
518
Cambiar Investors
Colorado
$347K -$8.14K -99 -2%
IAS
519
Investment Advisory Services
Texas
$344K -$8.22K -100 -2%
DTL
520
Dynamic Technology Lab
Singapore
$342K +$344K +4,178 New
CCG
521
Cypress Capital Group
Florida
$342K +$39.8K +484 +13%
FMLI
522
Fukoku Mutual Life Insurance
Japan
$341K – – –
SFI
523
Siemens Fonds Invest
Germany
$339K – – –
FAT
524
First American Trust
California
$339K +$822 +10 +0.2%
UB
525
UMB Bank
Missouri
$338K -$69.7K -848 -17%
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