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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
826
Rehmann Capital Advisory Group
Michigan
$406K +$21.8K +146 +6%
WPP
827
Whalerock Point Partners
Rhode Island
$406K – – –
FT
828
Fiduciary Trust
Massachusetts
$404K +$17.3K +116 +5%
EW
829
Evoke Wealth
California
$404K +$75.3K +504 +24%
SIAG
830
Safeguard Investment Advisory Group
California
$403K +$1.79K +12 +0.5%
P
831
Pitcairn
Pennsylvania
$402K -$7.92K -53 -2%
CCP
832
Carmel Capital Partners
California
$402K -$277K -1,855 -42%
TSMHT
833
Thurston Springer Miller Herd & Titak
Indiana
$402K +$77.9K +521 +25%
QWP
834
Quotient Wealth Partners
Texas
$399K +$39.2K +262 +11%
BPWM
835
Badgley Phelps Wealth Managers
Washington
$397K -$58.3K -390 -13%
WEG
836
World Equity Group
Illinois
$396K +$59K +395 +18%
JCM
837
Jacobi Capital Management
Pennsylvania
$396K -$77K -515 -17%
LFM
838
LGT Fund Management
Liechtenstein
$395K -$1.18M -7,902 -75%
SWP
839
Strategic Wealth Partners
Ohio
$395K +$384K +2,567 New
CCIA
840
Campbell & Co Investment Adviser
Maryland
$390K -$451K -3,019 -54%
AA
841
ALPS Advisors
Colorado
$390K -$189K -1,265 -33%
4WM
842
44 Wealth Management
Oregon
$388K +$15.5K +104 +4%
GIA
843
Guyasuta Investment Advisors
Pennsylvania
$388K +$67.2K +450 +22%
RCP
844
Rothschild Capital Partners
New York
$388K – – –
GIM
845
Gold Investment Management
Alberta, Canada
$386K -$270K -1,805 -42%
CI
846
Corient IA
Florida
$384K – – –
PCG
847
Prosperity Consulting Group
Maryland
$383K +$373K +2,494 New
CTC
848
Cetera Trust Company
Minnesota
$383K -$53.8K -360 -13%
HI
849
Hudock Inc
Pennsylvania
$383K +$747 +5 +0.2%
CCA
850
Childress Capital Advisors
Texas
$382K +$53.1K +355 +17%
32 33
34
35 36