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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
601
Schechter Investment Advisors
Michigan
$582K -$45.9K -393 -8%
SC
602
Syon Capital
California
$580K +$2.33K +20 +0.4%
GIM
603
Gold Investment Management
Alberta, Canada
$577K -$11K -94 -2%
PMA
604
Prudent Man Advisors
Illinois
$577K – – –
GRP
605
Global Retirement Partners
California
$575K -$380K -3,254 -42%
CCP
606
Carmel Capital Partners
California
$574K +$13.8K +118 +3%
OWP
607
Obermeyer Wealth Partners
Colorado
$571K – – –
EI
608
Ellevest Inc
New York
$569K -$109K -937 -17%
PS
609
Principal Securities
Iowa
$567K +$57.6K +494 +13%
DWM
610
Dogwood Wealth Management
Kansas
$565K +$284K +2,433 +123%
CA
611
Commerzbank Aktiengesellschaft
Germany
$564K +$112K +962 +28%
DWT
612
Dorsey & Whitney Trust
South Dakota
$564K +$27.9K +239 +6%
SICM
613
Sustainable Insight Capital Management
New York
$563K +$513K +4,400 New
JIC
614
Joel Isaacson & Co
New York
$563K – – –
GVAG
615
Great Valley Advisor Group
Delaware
$562K +$93.3K +800 +22%
WTC
616
WhitTier Trust Company
Nevada
$558K +$1.05K +9 +0.2%
WT
617
Whittier Trust
California
$554K +$72.9K +625 +17%
LSAG
618
Lake Street Advisors Group
New Hampshire
$550K +$27.5K +236 +6%
FAT
619
First American Trust
California
$550K +$5.13K +44 +1%
HI
620
Harbour Investments
Wisconsin
$540K +$18.2K +156 +4%
PPWP
621
Premier Path Wealth Partners
New Jersey
$539K +$7K +60 +1%
FCI
622
Financial Counselors Inc
Kansas
$534K – – –
AWM
623
Apollon Wealth Management
South Carolina
$528K +$1.28K +11 +0.3%
HI
624
Hendershot Investments
Virginia
$527K -$120K -1,026 -20%
MCM
625
Monument Capital Management
Virginia
$518K -$42.7K -366 -8%
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