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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GS
651
GTS Securities
Florida
$1.14M +$551K +2,949 +92%
AIP
652
Ameritas Investment Partners
Nebraska
$1.14M +$8.78K +47 +0.8%
GCS
653
Gordian Capital (Singapore)
Singapore
$1.13M +$93.4K +500 +9%
CA
654
Continuum Advisory
Idaho
$1.13M +$28.4K +152 +3%
SF
655
Summit Financial
New Jersey
$1.13M +$31.4K +168 +3%
PSF
656
Pacific Sun Financial
California
$1.13M -$14K -75 -1%
EWA
657
EverSource Wealth Advisors
Alabama
$1.12M +$190K +1,017 +20%
QI
658
Qtron Investments
Massachusetts
$1.12M +$22.6K +121 +2%
DCM
659
Dudley Capital Management
Virginia
$1.12M – – –
DW
660
Dodds Wealth
Colorado
$1.12M -$75.6K -405 -6%
HIA
661
Harbor Investment Advisory
Maryland
$1.11M +$522K +2,797 +88%
EI
662
Ellevest Inc
New York
$1.11M -$34.9K -187 -3%
BB
663
Busey Bank
Illinois
$1.08M +$8.22K +44 +0.8%
JIC
664
Johnson Investment Counsel
Ohio
$1.08M -$48.7K -261 -4%
AC
665
Apella Capital
Connecticut
$1.07M +$3.55K +19 +0.3%
LS
666
Livforsakringsbolaget Skandia
Sweden
$1.06M – – –
FAMI
667
Fideuram Asset Management (Ireland)
$1.06M +$1.28M +6,842 New
DWT
668
Dorsey & Whitney Trust
South Dakota
$1.06M +$76.6K +410 +8%
TNBTD
669
Trustmark National Bank Trust Department
Mississippi
$1.05M -$8.22K -44 -0.8%
EPW
670
Evolve Private Wealth
California
$1.04M +$1.05M +5,616 New
CS
671
Capital Square
Tennessee
$1.03M -$600K -3,213 -37%
LK
672
Lumbard & Kellner
New Hampshire
$1.02M – – –
FF
673
Friedenthal Financial
New Jersey
$1.02M +$1.02M +5,477 New
SC
674
Syon Capital
California
$1.02M +$4.67K +25 +0.5%
WANY
675
Wealthspire Advisors (New York)
New York
$1.01M +$386K +2,068 +62%
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