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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
576
Dorsey & Whitney Trust
South Dakota
$368K -$41.3K -476 -10%
FPAS
577
Focus Partners Advisor Solutions
Missouri
$368K +$354K +4,077 New
SGI
578
Summit Global Investments
Utah
$367K -$132K -1,523 -27%
BCG
579
BayBridge Capital Group
California
$366K +$345K +3,982 New
AI
580
Atom Investors
Texas
$366K +$352K +4,059 New
PCS
581
Personal CFO Solutions
New Jersey
$364K +$66.7K +769 +24%
GM
582
GeoWealth Management
Illinois
$363K +$349K +4,026 New
LC
583
LCNB Corp
Ohio
$363K – – –
PS
584
Principal Securities
Iowa
$362K +$348K +4,014 New
KI
585
Kapitalo Investimentos
Brazil
$361K +$347K +4,005 New
CI
586
Cambiar Investors
Colorado
$358K -$23K -265 -6%
CFCI
587
Comprehensive Financial Consultants Institutional
Indiana
$357K -$607 -7 -0.2%
CC
588
Corton Capital
Ontario, Canada
$357K +$343K +3,956 New
CHA
589
Carmichael Hill & Associates
Maryland
$350K – – –
CCP
590
Carmel Capital Partners
California
$350K +$46.2K +533 +16%
WDA
591
Wendell David Associates
New Hampshire
$347K – – –
LSAG
592
Lake Street Advisors Group
New Hampshire
$347K +$334K +3,846 New
LFA
593
Livelsberger Financial Advisory
Ohio
$344K +$331K +3,814 New
FLPIM
594
F.L. Putnam Investment Management
Massachusetts
$340K +$5.55K +64 +2%
MC
595
Moors & Cabot
Massachusetts
$340K -$3.04K -35 -0.9%
GI
596
GAMMA Investing
California
$338K +$339K +3,910 New
EAM
597
Evanson Asset Management
California
$337K +$1.04K +12 +0.3%
TSS
598
Two Sigma Securities
New York
$337K +$324K +3,738 New
OCM
599
Orion Capital Management
California
$335K -$17.4K -200 -5%
PPWP
600
Premier Path Wealth Partners
New Jersey
$333K +$320K +3,694 New
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