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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
651
True North Advisors
Texas
$262K -$2.17K -25 -0.9%
BJL
652
Brighton Jones LLC
Washington
$261K -$8.85K -102 -3%
NP
653
Nilsine Partners
Colorado
$261K +$30.2K +348 +14%
FAIM
654
Financial Advocates Investment Management
Washington
$261K +$1.13K +13 +0.5%
CA
655
CoreCap Advisors
Michigan
$261K – – –
CI
656
CX Institutional
Indiana
$259K -$2.78K -32 -1%
CIM
657
Cambria Investment Management
California
$257K +$247K +2,852 New
BWP
658
Balboa Wealth Partners
Arizona
$257K -$54.6K -629 -18%
MW
659
Marcum Wealth
Ohio
$255K -$74.3K -856 -23%
CIA
660
Cascade Investment Advisors
Oregon
$254K -$1.15M -13,237 -82%
BPFA
661
Barnes Pettey Financial Advisors
Mississippi
$253K – – –
CI
662
Conning Inc
Connecticut
$252K +$2.17K +25 +0.9%
SPA
663
Sherbrooke Park Advisers
New York
$251K -$385K -4,443 -61%
HIC
664
Hartline Investment Corp
Illinois
$251K – – –
I
665
IMPACTfolio
Colorado
$248K +$9.02K +104 +4%
HSA
666
HBK Sorce Advisory
Pennsylvania
$248K +$1.56K +18 +0.7%
SIM
667
Sentry Investment Management
Wisconsin
$245K -$25.3K -292 -10%
CIP
668
Convergence Investment Partners
Florida
$245K +$236K +2,715 New
STA
669
Summit Trail Advisors
New York
$244K -$3.47K -40 -1%
BF
670
BOK Financial
Oklahoma
$244K +$434 +5 +0.2%
RSA
671
River Street Advisors
Illinois
$243K +$15.4K +178 +7%
KWM
672
Kingsview Wealth Management
Oregon
$242K -$8.24K -95 -3%
KFGK
673
Keystone Financial Group (Kentucky)
Kentucky
$242K – – –
BC
674
Bowman & Company
Wisconsin
$240K -$19.4K -224 -8%
SIAG
675
Safeguard Investment Advisory Group
California
$237K +$2K +23 +0.9%
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