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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PMAM
701
Picton Mahoney Asset Management
Ontario, Canada
$1.24M -$562K -2,657 -33%
TCIIS
702
TIAA-CREF Individual & Institutional Services
New York
$1.23M +$336K +1,587 +41%
PWM
703
Perigon Wealth Management
California
$1.23M +$61.5K +291 +6%
PWMG
704
Prestige Wealth Management Group
New Jersey
$1.2M -$803K -3,799 -42%
SCI
705
Stableford Capital II
Arizona
$1.2M -$22.2K -105 -2%
CI
706
CX Institutional
Indiana
$1.19M +$334K +1,582 +43%
LS
707
Livforsakringsbolaget Skandia
Sweden
$1.18M -$106K -500 -9%
AWM
708
AE Wealth Management
Kansas
$1.18M +$231K +1,093 +27%
HIM
709
Hanlon Investment Management
New Jersey
$1.17M +$870K +4,114 +391%
AA
710
Advisory Alpha
Michigan
$1.17M +$608K +2,876 +126%
SBF
711
Sara-Bay Financial
Florida
$1.17M – – –
AWAG
712
ARS Wealth Advisors Group
Florida
$1.16M +$3.59K +17 +0.3%
BB
713
Busey Bank
Illinois
$1.16M -$69.6K -329 -6%
JSC
714
Jackson Square Capital
California
$1.16M -$5.29K -25 -0.5%
HCM
715
Howard Capital Management
Georgia
$1.16M +$626K +2,963 +139%
CAM
716
Cresset Asset Management
Illinois
$1.15M +$723K +3,418 +205%
PPWP
717
Premier Path Wealth Partners
New Jersey
$1.15M +$4.02K +19 +0.4%
BIA
718
Benchmark Investment Advisors
Illinois
$1.15M – – –
CA
719
Commerzbank Aktiengesellschaft
Germany
$1.14M -$127K -600 -11%
DT
720
Diversified Trust
Tennessee
$1.14M -$71K -336 -6%
RPCONE
721
Retirement Planning Company of New England
Rhode Island
$1.13M -$60.7K -287 -5%
SOS
722
Silver Oak Securities
Tennessee
$1.13M +$223K +1,055 +27%
FAT
723
First American Trust
California
$1.13M +$79.3K +375 +8%
PCG
724
Prosperity Consulting Group
Maryland
$1.13M +$193K +911 +22%
FB
725
Finward Bancorp
Indiana
$1.12M -$7.4K -35 -0.7%
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