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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
576
Hartford Financial Management
Connecticut
$55K – – –
MCA
577
Mercer Capital Advisers
New Jersey
$55K – – –
CFO
578
CVA Family Office
Colorado
$54K – – –
CWC
579
Carolinas Wealth Consulting
North Carolina
$51K -$12.9K -235 -20%
ST
580
Smithfield Trust
Pennsylvania
$50K -$3.84K -70 -7%
HWA
581
HHM Wealth Advisors
Tennessee
$50K – – –
JCM
582
Jacobi Capital Management
Pennsylvania
$50K – – –
FCH
583
Freestone Capital Holdings
Washington
$49.2K +$49K +893 New
CA
584
Clearstead Advisors
Ohio
$48K -$12.3K -224 -20%
TH
585
TCTC Holdings
Texas
$47K – – –
TC
586
Trust Company
Kansas
$47K – – –
FHA
587
First Horizon Advisors
Tennessee
$47K +$2.75K +50 +6%
KTC
588
Kistler-Tiffany Companies
Pennsylvania
$45K -$27.1K -494 -38%
WB
589
Webster Bank
Connecticut
$45K – – –
FGA
590
Fortis Group Advisors
New Jersey
$45K +$44.9K +818 New
AF
591
Advisornet Financial
Minnesota
$43K +$275 +5 +0.6%
BAM
592
Barrett Asset Management
New York
$41K – – –
ZB
593
Zions Bancorporation
Utah
$40K +$1.32K +24 +3%
SIS
594
Sound Income Strategies
Florida
$39K +$1.7K +31 +5%
FWM
595
Focused Wealth Management
New York
$38K +$55 +1 +0.1%
BWL
596
Bogart Wealth LLC
Virginia
$36K -$1.98K -36 -5%
LC
597
Lindbrook Capital
California
$33K +$55 +1 +0.2%
FHA
598
Flagship Harbor Advisors
Massachusetts
$32K -$9.39K -171 -23%
OSAM
599
O'Shaughnessy Asset Management
Connecticut
$31K +$5.16K +94 +20%
BCA
600
Berman Capital Advisors
Georgia
$30K -$110 -2 -0.4%
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