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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
701
Tower Bridge Advisors
Pennsylvania
$788K – – –
ABC
702
Associated Banc-Corp
Wisconsin
$788K -$46.2K -281 -6%
ECM
703
Evergreen Capital Management
Washington
$785K +$95.8K +583 +15%
JIC
704
Joel Isaacson & Co
New York
$783K – – –
ISL
705
Ingalls & Snyder LLC
New York
$783K -$229K -1,395 -24%
JCIA
706
Jackson Creek Investment Advisors
Colorado
$783K -$137K -831 -16%
MWM
707
Manske Wealth Management
Texas
$781K -$27.1K -165 -4%
IWM
708
IHT Wealth Management
Illinois
$781K -$8.88K -54 -1%
SGI
709
Summit Global Investments
Utah
$780K -$3.02M -18,399 -81%
PIM
710
Plato Investment Management
Australia
$776K – – –
PP
711
PDS Planning
Ohio
$771K +$9.7K +59 +1%
PWPS
712
Pinnacle Wealth Planning Services
Ohio
$769K +$189K +1,147 +36%
FAM
713
Fairtree Asset Management
South Africa
$762K +$703K +4,275 New
PIA
714
Panoramic Investment Advisors
Colorado
$757K – – –
HCM
715
Howard Capital Management
Georgia
$756K +$21.9K +133 +3%
SWM
716
Spire Wealth Management
Virginia
$746K +$662K +4,026 +2,516%
SMA
717
Sage Mountain Advisors
Georgia
$733K -$62.1K -378 -8%
MG
718
Marex Group
$730K -$674K -4,100 -50%
DCM
719
Driehaus Capital Management
Illinois
$727K +$671K +4,081 New
BIM
720
Baldwin Investment Management
Pennsylvania
$726K – – –
HI
721
Harbour Investments
Wisconsin
$725K +$15K +91 +2%
LFA
722
Legacy Financial Advisors
Kentucky
$710K +$656K +3,988 New
FFA
723
Florida Financial Advisors
Florida
$710K +$208K +1,263 +46%
MYIA
724
Mount Yale Investment Advisors
Colorado
$706K +$492K +2,996 +310%
FC
725
FORA Capital
Florida
$701K +$646K +3,933 New
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