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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
651
Accel Wealth Management
Iowa
$91K -$8.63K -97 -8%
AIM
652
Arcadia Investment Management
Michigan
$91K – – –
WT
653
Washington Trust
Rhode Island
$90K – – –
EW
654
Evoke Wealth
California
$89K -$356 -4 -0.4%
KTC
655
Kistler-Tiffany Companies
Pennsylvania
$89K +$623 +7 +0.7%
GEA
656
Glen Eagle Advisors
New Jersey
$84.2K +$19.6K +220 +27%
MHR
657
Matthew Hamilton Rosenberg
$84K +$4.98K +56 +6%
BCMLT
658
Beacon Capital Management LLC (Tennessee)
Tennessee
$82K – – –
SBL
659
Sargent Bickham Lagudis
Colorado
$82K – – –
CFN
660
Cordasco Financial Network
Florida
$80K – – –
ZB
661
Zions Bancorporation
Utah
$80K +$15.7K +176 +22%
PCG
662
Private Capital Group
Connecticut
$78K -$29.1K -327 -26%
BG
663
Bollard Group
Massachusetts
$77K -$146K -1,636 -64%
HIA
664
Harbor Investment Advisory
Maryland
$77K – – –
UWM
665
Urban Wealth Management
California
$77K +$83.4K +937 New
HFM
666
Harvest Fund Management
China
$75K +$11.8K +133 +17%
PO
667
Private Ocean
California
$74K – – –
ST
668
Smithfield Trust
Pennsylvania
$73K – – –
AF
669
Advisornet Financial
Minnesota
$73K +$21.7K +244 +38%
TH
670
TCTC Holdings
Texas
$70K – – –
TC
671
Trust Company
Kansas
$70K – – –
CI
672
CX Institutional
Indiana
$70K +$75.7K +851 New
FFA
673
Fairfield Financial Advisors
Massachusetts
$69.8K +$534 +6 +0.7%
CFO
674
CVA Family Office
Colorado
$68K – – –
PFBT
675
Parkside Financial Bank & Trust
Missouri
$68K +$4.18K +47 +6%
25 26
27
28 29