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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
726
Baldwin Investment Management
Pennsylvania
$627K – – –
SPA
727
Sherbrooke Park Advisers
New York
$622K +$297K +1,990 +97%
GCM
728
Graham Capital Management
Connecticut
$621K +$604K +4,041 New
MFIM
729
Mesirow Financial Investment Management
Illinois
$618K -$678K -4,535 -53%
WTC
730
WhitTier Trust Company
Nevada
$616K +$2.54K +17 +0.4%
HI
731
Harbour Investments
Wisconsin
$611K +$4.33K +29 +0.7%
CFCI
732
Comprehensive Financial Consultants Institutional
Indiana
$609K – – –
BAM
733
Belpointe Asset Management
Nevada
$603K +$586K +3,922 New
FCA
734
Fortis Capital Advisors
Kansas
$602K +$585K +3,913 New
SEP
735
Southland Equity Partners
Missouri
$601K -$54.4K -364 -9%
GT
736
Glenview Trust
Kentucky
$598K -$9.12K -61 -2%
VHAM
737
Van Hulzen Asset Management
California
$594K +$1.34K +9 +0.2%
IC
738
Iconiq Capital
California
$593K +$162K +1,087 +39%
SAI
739
Savvy Advisors Inc
New York
$591K +$107K +718 +23%
FLPIM
740
F.L. Putnam Investment Management
Massachusetts
$591K -$20.2K -135 -3%
EH
741
Equitable Holdings
New York
$588K +$48K +321 +9%
ECM
742
Evergreen Capital Management
Washington
$588K +$33.2K +222 +6%
GVAG
743
Great Valley Advisor Group
Delaware
$582K -$22.6K -151 -4%
HAG
744
HF Advisory Group
Maryland
$571K -$92.7K -620 -14%
CSC
745
Caldwell Sutter Capital
California
$570K – – –
GL
746
Graypoint LLC
New York
$570K +$26.2K +175 +5%
RSA
747
River Street Advisors
Illinois
$568K +$28.4K +190 +5%
IA
748
IFP Advisors
Florida
$561K +$167K +1,117 +46%
NRD
749
Nebula Research & Development
New York
$557K -$1.53M -10,248 -74%
PAM
750
Panagora Asset Management
Massachusetts
$557K -$3.74K -25 -0.7%
28 29
30
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