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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
776
TFC Financial Management
Massachusetts
$1K +$704 +9 +100%
MFT
777
Moisand Fitzgerald Tamayo
Florida
$1K +$1.72K +22 New
GFPC
778
Global Financial Private Client
Florida
$392 – – –
FSWA
779
Financial Synergies Wealth Advisors
Texas
$322 – – –
MGIM
780
M&G Investment Management
United Kingdom
$290 +$124K +1,589 +54%
HWP
781
Highline Wealth Partners
California
$257 +$313 +4 New
MOS
782
MGO One Seven
Ohio
$253 -$14.2K -182 -4%
SIG
783
Senator Investment Group
New York
– -$57.6M -700,000 Closed
GA
784
GRS Advisors
Illinois
– -$14.5M -175,572 Closed
RCAP
785
Resolute Capital Asset Partners
Colorado
– -$10.7M -129,785 Closed
IG
786
ING Group
Netherlands
– -$7.13M -86,596 Closed
MSRPS
787
Maryland State Retirement & Pension System
Maryland
– -$2.88M -34,989 Closed
NIMI
788
Natixis Investment Managers International
France
– -$2.48M -30,109 Closed
WG
789
Winton Group
United Kingdom
– -$1.83M -22,271 Closed
JAM
790
Jupiter Asset Management
United Kingdom
– -$1.15M -14,014 Closed
AI
791
Atria Investments
North Carolina
– -$1.1M -13,388 Closed
HFA
792
Harbert Fund Advisors
Alabama
– -$561K -6,815 Closed
EWA
793
EP Wealth Advisors
California
– -$538K -6,527 Closed
SIAG
794
Safeguard Investment Advisory Group
California
– -$623K -6,484 Closed
DCM
795
Donaldson Capital Management
Indiana
– -$500K -6,078 Closed
LK
796
Lumbard & Kellner
New Hampshire
– -$453K -5,496 Closed
SICM
797
Sustainable Insight Capital Management
New York
– -$360K -4,300 Closed
AWM
798
Accurate Wealth Management
Florida
– -$307K -3,727 Closed
CI
799
Conning Inc
Connecticut
– -$289K -3,506 Closed
RIA
800
Regal Investment Advisors
Michigan
– -$281K -3,416 Closed
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