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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
851
Fukoku Mutual Life Insurance
Japan
$501K -$154K -822 -23%
RM
852
RCW Management
Florida
$497K +$500K +2,678 New
MG
853
Mather Group
Illinois
$497K +$56K +300 +13%
RYIA
854
Roehl & Yi Investment Advisors
Oregon
$496K +$183K +978 +58%
AA
855
ALPS Advisors
Colorado
$496K +$25.2K +135 +5%
PFT
856
Providence First Trust
Arizona
$496K +$499K +2,670 New
BC
857
Bowman & Company
Wisconsin
$495K – – –
QWP
858
Quotient Wealth Partners
Texas
$494K +$35.1K +188 +8%
HIC
859
Hartline Investment Corp
Illinois
$492K – – –
CAL
860
Capital Analysts LLC
Pennsylvania
$491K -$19.8K -106 -4%
FHC
861
First Horizon Corporation
Tennessee
$489K +$190K +1,019 +63%
FG
862
Foresight Group
United Kingdom
$488K +$485K +2,598 New
WS
863
Wedbush Securities
California
$486K +$48K +257 +11%
LFM
864
LGT Fund Management
Liechtenstein
$483K – – –
HIP
865
HUB Investment Partners
Texas
$481K -$20.5K -110 -4%
JCM
866
Jacobi Capital Management
Pennsylvania
$478K -$374 -2 -0.1%
VWA
867
Visionary Wealth Advisors
Illinois
$477K -$25.8K -138 -5%
CT
868
Chicago Trust
Illinois
$477K +$38.7K +207 +9%
BPWM
869
Badgley Phelps Wealth Managers
Washington
$477K -$2.06K -11 -0.4%
CG
870
Cynosure Group
Utah
$477K +$480K +2,568 New
4WM
871
44 Wealth Management
Oregon
$475K +$8.03K +43 +2%
EW
872
Evoke Wealth
California
$471K -$110K -590 -19%
GSEP
873
Golden State Equity Partners
California
$471K +$32.5K +174 +7%
RCP
874
Rothschild Capital Partners
New York
$468K – – –
DCM
875
Driehaus Capital Management
Illinois
$468K -$291K -1,559 -38%
33 34
35
36 37