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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
651
Mesirow Financial Investment Management
Illinois
$541K -$563K -4,290 -50%
CIM
652
Cambria Investment Management
California
$541K +$121K +924 +27%
CMMS
653
Comprehensive Money Management Services
Florida
$539K +$561K +4,276 New
NWAG
654
Net Worth Advisory Group
Utah
$535K +$189K +1,438 +51%
LSAG
655
Lake Street Advisors Group
New Hampshire
$534K -$6.96K -53 -1%
WT
656
Whittier Trust
California
$530K -$16.9K -129 -3%
BJL
657
Brighton Jones LLC
Washington
$527K +$36.6K +279 +7%
STA
658
Summit Trail Advisors
New York
$527K +$97.4K +742 +22%
GDP
659
Great Diamond Partners
Maine
$526K +$548K +4,172 New
EWA
660
EP Wealth Advisors
California
$524K +$86.8K +661 +19%
HI
661
Hendershot Investments
Virginia
$519K – – –
WTC
662
WhitTier Trust Company
Nevada
$519K -$32.2K -245 -6%
CFO
663
Callan Family Office
Pennsylvania
$516K +$538K +4,095 New
FCP
664
Fidelis Capital Partners
Florida
$515K +$261K +1,988 +118%
KWA
665
Kingswood Wealth Advisors
California
$512K +$533K +4,060 New
PCP
666
Proficio Capital Partners
Massachusetts
$510K +$317K +2,417 +148%
GS
667
GTS Securities
Florida
$508K -$639K -4,867 -55%
BIM
668
Baldwin Investment Management
Pennsylvania
$508K +$35K +267 +7%
PCIA
669
Prime Capital Investment Advisors
Kansas
$506K -$87.9K -670 -14%
GVAG
670
Great Valley Advisor Group
Delaware
$500K -$55.1K -420 -10%
CFCI
671
Comprehensive Financial Consultants Institutional
Indiana
$499K – – –
GT
672
Glenview Trust
Kentucky
$499K +$656 +5 +0.1%
MCM
673
Monument Capital Management
Virginia
$494K -$16.3K -124 -3%
CCG
674
Cypress Capital Group
Florida
$490K -$95.3K -726 -16%
SMA
675
Sage Mountain Advisors
Georgia
$490K +$16K +122 +3%
25 26
27
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