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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
676
Custom Index Systems
New York
$805K -$708K -4,741 -48%
JCIA
677
Jackson Creek Investment Advisors
Colorado
$803K -$163K -1,093 -17%
SC
678
Saturna Capital
Washington
$799K +$776K +5,195 New
MGP
679
M&G plc
United Kingdom
$798K +$400K +2,677 +107%
DWT
680
Dorsey & Whitney Trust
South Dakota
$795K +$28.4K +190 +4%
CIP
681
Convergence Investment Partners
Florida
$792K +$770K +5,154 New
SBF
682
Sara-Bay Financial
Florida
$791K -$27.3K -183 -3%
FCP
683
Fidelis Capital Partners
Florida
$783K +$17.2K +115 +3%
SAM
684
Smartleaf Asset Management
Massachusetts
$771K -$110K -735 -13%
MM
685
Morangie Management
Florida
$771K +$750K +5,017 New
AWAG
686
ARS Wealth Advisors Group
Florida
$768K +$897 +6 +0.1%
TCM
687
Tuttle Capital Management
Connecticut
$764K +$96.8K +648 +15%
PWM
688
Perigon Wealth Management
California
$757K +$140K +939 +24%
IAN
689
Integrated Advisors Network
Texas
$755K +$10K +67 +1%
AC
690
AlphaCore Capital
California
$753K +$5.53K +37 +0.8%
IAG
691
Investment Advisory Group
Massachusetts
$752K +$149 +1 +0%
PMG
692
ProVise Management Group
Florida
$750K -$96.2K -644 -12%
LWM
693
LongView Wealth Management
Georgia
$750K +$1.2K +8 +0.2%
MSAM
694
Moloney Securities Asset Management
Missouri
$748K +$492K +3,292 +209%
SC
695
Syon Capital
California
$743K +$64.7K +433 +10%
PMA
696
Prudent Man Advisors
Illinois
$743K +$8.37K +56 +1%
CAM
697
Cresset Asset Management
Illinois
$741K +$84.4K +565 +13%
BWP
698
BSW Wealth Partners
Colorado
$734K +$17.3K +116 +2%
LWAM
699
Legacy Wealth Asset Management
Minnesota
$734K -$12.4K -83 -2%
ABC
700
Associated Banc-Corp
Wisconsin
$723K – – –
26 27
28
29 30