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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
676
Manske Wealth Management
Texas
$711K -$210K -1,472 -24%
SIA
677
Schechter Investment Advisors
Michigan
$702K -$10.5K -74 -2%
PIA
678
Panoramic Investment Advisors
Colorado
$697K -$14.2K -100 -2%
CA
679
Clearstead Advisors
Ohio
$689K -$142 -1 -0%
CCP
680
Carmel Capital Partners
California
$684K -$10.4K -73 -2%
SMA
681
Sage Mountain Advisors
Georgia
$680K +$78.5K +551 +14%
PIM
682
Plato Investment Management
Australia
$679K +$187K +1,312 +43%
PPWP
683
Premier Path Wealth Partners
New Jersey
$678K +$11K +77 +2%
SC
684
Syon Capital
California
$674K -$1.14K -8 -0.2%
JIC
685
Joel Isaacson & Co
New York
$674K – – –
FAT
686
First American Trust
California
$670K +$7.55K +53 +1%
FCP
687
Fidelis Capital Partners
Florida
$664K +$121K +852 +23%
HAG
688
HF Advisory Group
Maryland
$664K -$2.28K -16 -0.4%
PCP
689
Proficio Capital Partners
Massachusetts
$663K +$40K +281 +7%
TCM
690
Tuttle Capital Management
Connecticut
$662K +$161K +1,128 +35%
GIM
691
Gold Investment Management
Alberta, Canada
$662K -$23.4K -164 -4%
SEP
692
Southland Equity Partners
Missouri
$655K -$13.3K -93 -2%
CAM
693
Cresset Asset Management
Illinois
$652K -$199K -1,397 -25%
BJL
694
Brighton Jones LLC
Washington
$647K +$5.41K +38 +0.9%
CMMS
695
Comprehensive Money Management Services
Florida
$646K -$8.55K -60 -1%
WT
696
Whittier Trust
California
$639K -$4.84K -34 -0.8%
BIM
697
Baldwin Investment Management
Pennsylvania
$624K +$6.98K +49 +1%
HI
698
Hendershot Investments
Virginia
$624K -$6.13K -43 -1%
PS
699
Principal Securities
Iowa
$622K +$26.4K +185 +4%
WTC
700
WhitTier Trust Company
Nevada
$611K -$18K -126 -3%
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