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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
701
Gradient Investments
Minnesota
$85K +$6.51K +75 +9%
AWA
702
Aaron Wealth Advisors
Illinois
$82.6K +$74.6K +859 New
TH
703
TCTC Holdings
Texas
$82K – – –
TC
704
Trust Company
Kansas
$82K – – –
BCMLT
705
Beacon Capital Management LLC (Tennessee)
Tennessee
$82K +$75.1K +865 New
FFA
706
Fairfield Financial Advisors
Massachusetts
$80.9K +$73K +841 New
CFO
707
CVA Family Office
Colorado
$79K -$1.13K -13 -2%
GEA
708
Glen Eagle Advisors
New Jersey
$77.2K -$21.7K -250 -24%
OSNBOA
709
Old Second National Bank of Aurora
Illinois
$77K – – –
ZB
710
Zions Bancorporation
Utah
$76K +$2K +23 +3%
PFBT
711
Parkside Financial Bank & Trust
Missouri
$75K -$191K -2,196 -74%
HFM
712
Harvest Fund Management
China
$75K -$18.9K -218 -22%
WB
713
Webster Bank
Connecticut
$71K – – –
GIA
714
GHP Investment Advisors
Colorado
$71K +$64.5K +743 New
T
715
TCWP
Ohio
$70K +$63.4K +730 New
ACM
716
Antonetti Capital Management
Florida
$67K – – –
IWP
717
IAG Wealth Partners
Wisconsin
$67K – – –
GLLW
718
Graves Light Lenhart Wealth
Virginia
$63K – – –
AF
719
Advisornet Financial
Minnesota
$62K +$608 +7 +1%
CT
720
Caldwell Trust
Florida
$58.6K – – –
MPWT
721
MassMutual Private Wealth & Trust
Connecticut
$56K -$41.3K -476 -45%
FWM
722
Focused Wealth Management
New York
$56K +$87 +1 +0.2%
OLVIG
723
Oliver Lagore Vanvalin Investment Group
Michigan
$51K +$45.6K +525 New
TFO
724
Tarbox Family Office
California
$50K -$3.39K -39 -7%
SFA
725
Semmax Financial Advisors
North Carolina
$49K -$62.7K -722 Closed
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