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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
651
Advisory Services Network
Georgia
$304K +$905 +10 +0.3%
CTC
652
Cetera Trust Company
Minnesota
$301K – – –
MW
653
Marcum Wealth
Ohio
$300K +$35K +387 +14%
WTC
654
WhitTier Trust Company
Nevada
$300K +$16K +177 +6%
CA
655
Commerzbank Aktiengesellschaft
Germany
$299K -$239K -2,640 -45%
MNBTD
656
Moody National Bank Trust Division
Texas
$296K -$104K -1,150 -27%
TW
657
TrinityPoint Wealth
Connecticut
$290K – – –
AFG
658
Atomi Financial Group
New York
$285K +$65.3K +721 +31%
OCM
659
Orion Capital Management
California
$282K -$63.4K -700 -19%
FNBT
660
FineMark National Bank & Trust
Florida
$282K -$181 -2 -0.1%
LCG
661
Lynx Capital Group
Ohio
$280K – – –
DAC
662
Dividend Assets Capital
South Carolina
$280K – – –
CGL
663
Clarius Group LLC
Washington
$278K -$46.1K -509 -15%
CI
664
Conning Inc
Connecticut
$278K +$15.8K +175 +6%
PA
665
Parallel Advisors
California
$276K +$36.2K +400 +16%
DP
666
Dearborn Partners
Illinois
$276K -$20.4K -225 -7%
KFGK
667
Keystone Financial Group (Kentucky)
Kentucky
$275K +$24K +265 +10%
BJL
668
Brighton Jones LLC
Washington
$274K +$2.72K +30 +1%
FAIM
669
Financial Advocates Investment Management
Washington
$272K +$1.09K +12 +0.4%
CC
670
Cipher Capital
New York
$272K +$263K +2,906 New
TNA
671
True North Advisors
Texas
$271K -$996 -11 -0.4%
SCM
672
Shelton Capital Management
Colorado
$270K -$27.2K -300 -9%
KP
673
Keel Point
Alabama
$270K -$6.07K -67 -2%
SAM
674
Smartleaf Asset Management
Massachusetts
$269K +$64K +707 +32%
CI
675
CX Institutional
Indiana
$269K +$1.09K +12 +0.4%
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