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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
776
Cetera Trust Company
Minnesota
$437K – – –
AA
777
Alta Advisers
United Kingdom
$434K +$128K +900 +47%
SIA
778
Strategic Investment Advisors
Michigan
$434K +$404K +2,832 New
WA
779
Whipplewood Advisors
Colorado
$430K -$20.5K -144 -5%
SQA
780
Simon Quick Advisors
New Jersey
$427K +$83.9K +589 +27%
IC
781
Iconiq Capital
California
$425K +$30.8K +216 +8%
HIA
782
Harbor Investment Advisory
Maryland
$424K +$167K +1,170 +73%
WSFS
783
Wilmington Savings Fund Society
Delaware
$421K -$3.85K -27 -1%
CAL
784
Capital Analysts LLC
Pennsylvania
$420K +$285 +2 +0.1%
LC
785
Lindbrook Capital
California
$416K +$22.5K +158 +6%
VWA
786
Visionary Wealth Advisors
Illinois
$415K -$7.12K -50 -2%
SW
787
SMART Wealth
Nebraska
$411K +$382K +2,682 New
P
788
Pitcairn
Pennsylvania
$409K +$427 +3 +0.1%
BC
789
Bowman & Company
Wisconsin
$408K – – –
CAM
790
Covenant Asset Management
New Jersey
$407K – – –
HIC
791
Hartline Investment Corp
Illinois
$406K – – –
LAM
792
L2 Asset Management
Massachusetts
$406K +$33.8K +237 +10%
WPP
793
Whalerock Point Partners
Rhode Island
$404K – – –
TFIPS
794
Towarzystwo Funduszy Inwestycyjnych PZU SA
$401K +$41.3K +290 +12%
EFS
795
Essex Financial Services
Connecticut
$401K +$3.28K +23 +0.9%
SIAG
796
Safeguard Investment Advisory Group
California
$400K +$1.71K +12 +0.5%
ASN
797
Advisory Services Network
Georgia
$397K -$7.55K -53 -2%
MG
798
Marex Group
$393K +$365K +2,564 New
WBG
799
Wharton Business Group
Pennsylvania
$391K – – –
PPA
800
Painted Porch Advisors
California
$390K – – –
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