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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
576
CVA Family Office
Colorado
$54K – – –
CWC
577
Carolinas Wealth Consulting
North Carolina
$51K -$12.9K -235 -20%
ST
578
Smithfield Trust
Pennsylvania
$50K -$3.84K -70 -7%
HWA
579
HHM Wealth Advisors
Tennessee
$50K – – –
JCM
580
Jacobi Capital Management
Pennsylvania
$50K – – –
FCH
581
Freestone Capital Holdings
Washington
$49.2K +$49K +893 New
CA
582
Clearstead Advisors
Ohio
$48K -$12.3K -224 -20%
TH
583
TCTC Holdings
Texas
$47K – – –
TC
584
Trust Company
Kansas
$47K – – –
FHA
585
First Horizon Advisors
Tennessee
$47K +$2.75K +50 +6%
KTC
586
Kistler-Tiffany Companies
Pennsylvania
$45K -$27.1K -494 -38%
WB
587
Webster Bank
Connecticut
$45K – – –
FGA
588
Fortis Group Advisors
New Jersey
$45K +$44.9K +818 New
AF
589
Advisornet Financial
Minnesota
$43K +$275 +5 +0.6%
BAM
590
Barrett Asset Management
New York
$41K – – –
ZB
591
Zions Bancorporation
Utah
$40K +$1.32K +24 +3%
SIS
592
Sound Income Strategies
Florida
$39K +$1.7K +31 +5%
FWM
593
Focused Wealth Management
New York
$38K +$55 +1 +0.1%
BWL
594
Bogart Wealth LLC
Virginia
$36K -$1.98K -36 -5%
LC
595
Lindbrook Capital
California
$33K +$55 +1 +0.2%
FHA
596
Flagship Harbor Advisors
Massachusetts
$32K -$9.39K -171 -23%
OSAM
597
O'Shaughnessy Asset Management
Connecticut
$31K +$5.16K +94 +20%
BCA
598
Berman Capital Advisors
Georgia
$30K -$110 -2 -0.4%
PB
599
Pinnacle Bancorp
Nebraska
$30K – – –
AF
600
Allworth Financial
California
$28K -$13.2K -241 -33%
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