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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
676
Dynamic Advisor Solutions
Arizona
$402K +$6.53K +56 +2%
CI
677
Conning Inc
Connecticut
$399K -$233 -2 -0.1%
PIM
678
Plato Investment Management
Australia
$393K +$359K +3,075 New
EH
679
Equitable Holdings
New York
$388K +$24.3K +208 +7%
CTC
680
Cetera Trust Company
Minnesota
$387K -$23.3K -200 -6%
RSA
681
River Street Advisors
Illinois
$387K -$2.68K -23 -0.8%
LCG
682
Lynx Capital Group
Ohio
$384K – – –
DAC
683
Dividend Assets Capital
South Carolina
$384K – – –
DP
684
Dearborn Partners
Illinois
$383K -$1.75K -15 -0.5%
SYBT
685
Stock Yards Bank & Trust
Kentucky
$381K -$38.9K -333 -10%
HSA
686
HBK Sorce Advisory
Pennsylvania
$378K +$5.13K +44 +2%
CC
687
Corton Capital
Ontario, Canada
$373K -$44.7K -383 -12%
KFGK
688
Keystone Financial Group (Kentucky)
Kentucky
$373K – – –
NP
689
Nilsine Partners
Colorado
$372K +$16.2K +139 +5%
CI
690
CX Institutional
Indiana
$369K +$5.13K +44 +2%
DC
691
Diametric Capital
Massachusetts
$366K +$334K +2,862 New
VWA
692
Visionary Wealth Advisors
Illinois
$366K -$9.92K -85 -3%
IAS
693
Investment Advisory Services
Texas
$366K -$105K -900 -24%
BPWM
694
Badgley Phelps Wealth Managers
Washington
$362K +$330K +2,827 New
HI
695
HBK Investments
Texas
$362K -$26.1M -223,347 -99%
4WM
696
44 Wealth Management
Oregon
$361K +$319K +2,737 New
NWAG
697
Net Worth Advisory Group
Utah
$360K +$328K +2,809 New
SCM
698
Shelton Capital Management
Colorado
$357K – – –
MPM
699
MBB Public Markets
Illinois
$357K -$4.37M -37,485 -93%
EWM
700
Empirical Wealth Management
Washington
$355K +$30.1K +258 +10%
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