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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFCI
626
Comprehensive Financial Consultants Institutional
Indiana
$507K – – –
GT
627
Glenview Trust
Kentucky
$506K -$16.1K -138 -3%
BJL
628
Brighton Jones LLC
Washington
$500K -$467 -4 -0.1%
GSEP
629
Golden State Equity Partners
California
$497K +$129K +1,103 +40%
PA
630
Parallel Advisors
California
$494K +$98.1K +841 +28%
VHAM
631
Van Hulzen Asset Management
California
$492K -$11.2K -96 -2%
FLPIM
632
F.L. Putnam Investment Management
Massachusetts
$491K +$3.03K +26 +0.7%
TA
633
Tectonic Advisors
Texas
$488K -$2.68K -23 -0.6%
PCS
634
Personal CFO Solutions
New Jersey
$486K -$3.03K -26 -0.7%
EAM
635
Evanson Asset Management
California
$483K +$1.17K +10 +0.3%
SMA
636
Sage Mountain Advisors
Georgia
$482K -$12.7K -109 -3%
BIM
637
Baldwin Investment Management
Pennsylvania
$481K – – –
BWP
638
Balboa Wealth Partners
Arizona
$481K +$131K +1,126 +43%
PWW
639
Pettyjohn Wood & White
Virginia
$480K -$7K -60 -2%
SEP
640
Southland Equity Partners
Missouri
$471K -$5.37K -46 -1%
VFA
641
Valeo Financial Advisors
Indiana
$470K +$11K +94 +3%
AF
642
Allworth Financial
California
$469K +$7.58K +65 +2%
MC
643
Moors & Cabot
Massachusetts
$463K -$11.7K -100 -3%
FFA
644
Farther Finance Advisors
California
$462K +$147K +1,261 +54%
LC
645
LCNB Corp
Ohio
$461K -$43.1K -369 -9%
HKIMG
646
Hutchens & Kramer Investment Management Group
Indiana
$456K -$8.87K -76 -2%
TNBTD
647
Trustmark National Bank Trust Department
Mississippi
$452K +$412K +3,531 New
PPG
648
Peak Planning Group
Colorado
$452K +$1.05K +9 +0.3%
FMLI
649
Fukoku Mutual Life Insurance
Japan
$451K – – –
EWA
650
EP Wealth Advisors
California
$448K +$7.93K +68 +2%
24 25
26
27 28