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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AC
801
Apella Capital
Connecticut
$239K +$220K +1,883 New
PA
802
Probity Advisors
Texas
$238K +$217K +1,858 New
CA
803
Continuum Advisory
Idaho
$236K +$33.3K +285 +19%
GA
804
Geller Advisors
New York
$236K +$215K +1,842 New
FAFN
805
First Affirmative Financial Network
Colorado
$235K +$214K +1,838 New
CFA
806
Cahill Financial Advisors
Minnesota
$233K +$213K +1,822 New
RCP
807
Rothschild Capital Partners
New York
$232K +$212K +1,814 New
AIA
808
Angeles Investment Advisors
California
$230K +$210K +1,798 New
VR
809
Valued Retirements
Texas
$229K +$209K +1,790 New
XF
810
XML Financial
Maryland
$229K +$209K +1,789 New
CH
811
Cromwell Holdings
Wyoming
$228K – – –
HIC
812
Holderness Investments Company
North Carolina
$228K +$207K +1,777 New
MGIA
813
Moneta Group Investment Advisors
Missouri
$227K +$207K +1,776 New
CCG
814
Catalina Capital Group
California
$227K +$207K +1,774 New
DWP
815
Daymark Wealth Partners
Ohio
$225K +$205K +1,757 New
GIA
816
Gateway Investment Advisers
Ohio
$225K +$205K +1,754 New
CAM
817
Cidel Asset Management
Ontario, Canada
$224K +$204K +1,751 New
CIBC Private Wealth Group
818
CIBC Private Wealth Group
Georgia
$224K -$32.6K -279 -14%
MWM
819
Modera Wealth Management
New Jersey
$223K +$204K +1,745 New
FCP
820
Fidelis Capital Partners
Florida
$222K +$196K +1,681 New
WEG
821
World Equity Group
Illinois
$221K +$202K +1,729 New
SEIA
822
Signature Estate & Investment Advisors
California
$220K +$201K +1,722 New
IC
823
Iconiq Capital
California
$220K +$201K +1,719 New
ACM
824
Advisors Capital Management
New Jersey
$220K +$200K +1,714 New
CTA
825
Colonial Trust Advisors
South Carolina
$220K – – –