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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
526
Wendell David Associates
New Hampshire
$370K -$334K -3,850 -50%
AWM
527
Accurate Wealth Management
Florida
$369K -$20K -230 -6%
SEP
528
Southland Equity Partners
Missouri
$368K +$4.34K +50 +1%
HI
529
Horizon Investments
North Carolina
$366K +$58.6K +675 +22%
NL
530
NWAM LLC
Washington
$363K -$8.69K -100 -3%
S
531
SignatureFD
Georgia
$363K +$99.6K +1,147 +44%
FRM
532
Fox Run Management
Connecticut
$363K +$328K +3,772 New
LS
533
Livforsakringsbolaget Skandia
Sweden
$360K – – –
OPS
534
Orion Portfolio Solutions
Nebraska
$360K +$62.9K +724 +24%
GKWIM
535
Gerber Kawasaki Wealth & Investment Management
California
$355K – – –
FMAEN1
536
Fund Management at Engine No 1
California
$354K +$320K +3,686 New
WPP
537
Whalerock Point Partners
Rhode Island
$354K – – –
NWM
538
Nauset Wealth Management
Connecticut
$353K +$261 +3 +0.1%
CFGS
539
Concourse Financial Group Securities
Alabama
$352K -$181K -2,079 -36%
BC
540
Bowman & Company
Wisconsin
$348K – – –
CCM
541
Coldstream Capital Management
Washington
$347K +$31K +357 +11%
IGWM
542
ICA Group Wealth Management
Colorado
$347K +$346K +3,978 New
FLPIM
543
F.L. Putnam Investment Management
Massachusetts
$346K +$21.4K +246 +7%
ASN
544
Advisory Services Network
Georgia
$344K +$28.4K +327 +10%
EA
545
Eudaimonia Advisors
Tennessee
$341K -$13.2K -152 -4%
DGAM
546
Desjardins Global Asset Management
Quebec, Canada
$340K -$10.3K -119 -3%
BWL
547
Bogart Wealth LLC
Virginia
$339K +$116K +1,336 +61%
CI
548
Conning Inc
Connecticut
$338K -$59.1K -681 -16%
WTC
549
WhitTier Trust Company
Nevada
$338K -$17.4K -200 -5%
KFS
550
Kurt F. Somerville
$336K – – –
20 21
22
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