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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
601
Trust Company of Vermont
Vermont
$47K -$16.2K -330 -27%
JCM
602
Jacobi Capital Management
Pennsylvania
$47K +$49 +1 +0.1%
KPW
603
Kore Private Wealth
New York
$47K +$737 +15 +2%
HWA
604
HHM Wealth Advisors
Tennessee
$47K +$9.83K +200 +29%
OSNBOA
605
Old Second National Bank of Aurora
Illinois
$46K -$19.7K -400 -31%
RDWM
606
Red Door Wealth Management
Tennessee
$46K +$491 +10 +1%
TC
607
Trust Company
Kansas
$44K – – –
TH
608
TCTC Holdings
Texas
$44K +$41.8K +850 New
KWM
609
Keebeck Wealth Management
Illinois
$43K +$41.5K +844 New
WB
610
Webster Bank
Connecticut
$42K – – –
BSAM
611
Blue Square Asset Management
New York
$42K +$39.6K +805 New
FHA
612
First Horizon Advisors
Tennessee
$41K -$5.16K -105 -12%
MAM
613
Meeder Asset Management
Ohio
$41K +$17.9K +364 +84%
AF
614
Advisornet Financial
Minnesota
$40K -$21.4K -436 -36%
FHA
615
Flagship Harbor Advisors
Massachusetts
$39K -$60.9K -1,240 -62%
BAM
616
Barrett Asset Management
New York
$39K – – –
AF
617
Allworth Financial
California
$38K – – –
BWL
618
Bogart Wealth LLC
Virginia
$36K -$1.64M -33,410 -98%
ZB
619
Zions Bancorporation
Utah
$36K -$1.07M -21,848 -97%
FWM
620
Focused Wealth Management
New York
$36K -$5.36K -109 -14%
SIS
621
Sound Income Strategies
Florida
$35K -$6.19K -126 -16%
NIM
622
NuWave Investment Management
New Jersey
$33K +$31K +631 New
RA
623
Rational Advisors
New York
$33K +$31K +631 New
EW
624
Evoke Wealth
California
$31K -$40.2K -817 -58%
LC
625
Lindbrook Capital
California
$31K -$36.5K -743 -55%
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