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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
726
Caldwell Sutter Capital
California
$323K -$1.17K -10 -0.4%
BPFA
727
Barnes Pettey Financial Advisors
Mississippi
$320K – – –
MFWP
728
Mosaic Family Wealth Partners
Missouri
$320K -$3.5K -30 -1%
SF
729
Summit Financial
New Jersey
$317K +$289K +2,476 New
HI
730
Hudock Inc
Pennsylvania
$317K -$5.25K -45 -2%
AWE
731
Avidian Wealth Enterprises
Texas
$317K +$289K +2,474 New
FNBOMD
732
First National Bank of Mount Dora
Florida
$314K – – –
JCM
733
Jacobi Capital Management
Pennsylvania
$313K +$9.45K +81 +3%
CI
734
Cambiar Investors
Colorado
$312K – – –
BWP
735
BSW Wealth Partners
Colorado
$311K +$49.7K +426 +21%
FT
736
Fiduciary Trust
Massachusetts
$311K -$7.7K -66 -3%
AFA
737
AA Financial Advisors
Ohio
$310K +$5.6K +48 +2%
RCAG
738
Rehmann Capital Advisory Group
Michigan
$309K +$15.3K +131 +6%
KP
739
Keel Point
Alabama
$309K -$10.3K -88 -4%
CSIC
740
Clifford Swan Investment Counsel
California
$308K – – –
CFB
741
Cullen/Frost Bankers
Texas
$308K +$23.6K +202 +9%
WPP
742
Whalerock Point Partners
Rhode Island
$306K – – –
PWM
743
Perigon Wealth Management
California
$306K +$279K +2,389 New
TNA
744
True North Advisors
Texas
$304K – – –
TCM
745
Tuttle Capital Management
Connecticut
$303K +$36.1K +309 +15%
ASN
746
Advisory Services Network
Georgia
$303K – – –
SGI
747
Summit Global Investments
Utah
$302K -$54.3K -465 -16%
SDWMA
748
Schneider Downs Wealth Management Advisors
Pennsylvania
$296K – – –
GLA
749
Great Lakes Advisors
Illinois
$296K +$270K +2,310 New
PS
750
Planned Solutions
California
$295K – – –
28 29
30
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