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Welltower

WELL

Market cap $162B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
651	CFO 651 CVA Family Office Denver, Colorado	$54K	+$11.5K	+134	+16%
652	AF 652 Allworth Financial Folsom, California	$54K	+$13.5K	+157	+31%
653	AFG 653 Albion Financial Group Salt Lake City, Utah	$52K	–	–	–
654	GI 654 Gradient Investments Arden Hills, Minnesota	$51K	–	–	–
655	CT 655 Caldwell Trust Venice, Florida	$50.3K	-$51.6K	-600	-50%
656	FWM 656 Focused Wealth Management Newburgh, New York	$48K	+$86	+1	+0.2%
657	LC 657 Lindbrook Capital Calabasas, California	$46K	+$3.78K	+44	+8%
658	TFO 658 Tarbox Family Office Newport Beach, California	$46K	+$4.13K	+48	+9%
659	BMD 659 Better Money Decisions Santa Fe, New Mexico	$42K	+$172	+2	+0.4%
660	HIA 660 Harbor Investment Advisory Lutherville, Maryland	$41K	–	–	–
661	HCM 661 Highlander Capital Management Short Hills, New Jersey	$41K	–	–	–
662	NSIM 662 North Star Investment Management Chicago, Illinois	$41K	–	–	–
663	VNA 663 Valley National Advisers Bethlehem, Pennsylvania	$41K	–	–	–
664	PFGIA 664 Patriot Financial Group Insurance Agency Westborough, Massachusetts	$39K	+$353K	+4,110	+698%
665	BBHC 665 Brown Brothers Harriman & Co New York	$38K	–	–	–
666	PB 666 Pinnacle Bancorp Beatrice, Nebraska	$37K	–	–	–
667	ACA 667 Atlas Capital Advisors Jackson, Wyoming	$36.2K	–	–	–
668	TFS 668 TrustCore Financial Services Brentwood, Tennessee	$36K	–	–	–
669	SWM 669 Selective Wealth Management Forest, Virginia	$36K	+$25.8K	+300	+214%
670	MHR 670 Matthew Hamilton Rosenberg	$33K	+$12.4K	+144	+56%
671	EIP 671 Ellis Investment Partners Berwyn, Pennsylvania	$32K	+$258	+3	+0.8%
672	SWA 672 Sutton Wealth Advisors Tampa, Florida	$31.1K	+$172	+2	+0.5%
673	FBT 673 First Bank & Trust Brookings, South Dakota	$29K	-$7.56K	-88	-20%
674	ADL 674 Asset Dedication LLC San Francisco, California	$29K	–	–	–
675	SCM 675 Silvant Capital Management Atlanta, Georgia	$29K	–	–	–

Welltower WELL Market cap $162B

Welltower

WELL

Market cap $162B