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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
851
Heartland Bank & Trust
Illinois
$564K +$16.2K +82 +3%
AAM
852
Aureus Asset Management
Massachusetts
$563K +$178K +900 +46%
SYBT
853
Stock Yards Bank & Trust
Kentucky
$558K +$2.17K +11 +0.4%
WS
854
Wedbush Securities
California
$558K +$39.7K +201 +8%
KP
855
Keel Point
Alabama
$557K -$137K -693 -20%
MG
856
Mather Group
Illinois
$554K +$24.3K +123 +5%
WAM
857
Wakefield Asset Management
Colorado
$544K -$4.54K -23 -0.8%
WEG
858
World Equity Group
Illinois
$544K +$149K +756 +38%
HIP
859
HUB Investment Partners
Texas
$542K +$29.2K +148 +6%
PFT
860
Providence First Trust
Arizona
$541K +$13K +66 +2%
QFW
861
QTR Family Wealth
Florida
$541K -$4.74K -24 -0.9%
AA
862
Alta Advisers
United Kingdom
$540K – – –
MW
863
Maia Wealth
Colorado
$540K +$120K +609 +29%
RYIA
864
Roehl & Yi Investment Advisors
Oregon
$539K +$11.1K +56 +2%
TSS
865
Two Sigma Securities
New York
$537K +$537K +2,717 New
RCA
866
Resonant Capital Advisors
Wisconsin
$533K +$61.7K +312 +13%
RM
867
RCW Management
Florida
$532K +$2.17K +11 +0.4%
QWP
868
Quotient Wealth Partners
Texas
$530K +$3.75K +19 +0.7%
VFA
869
Valeo Financial Advisors
Indiana
$529K -$413K -2,091 -44%
HIC
870
Hartline Investment Corp
Illinois
$524K – – –
MWM
871
Moran Wealth Management
Florida
$522K -$61.3K -310 -11%
FHC
872
First Horizon Corporation
Tennessee
$518K -$3.36K -17 -0.6%
FCBT
873
First Citizens Bank & Trust
North Carolina
$513K +$14.8K +75 +3%
CAM
874
Covenant Asset Management
New Jersey
$512K -$22.1K -112 -4%
NAM
875
NorthCrest Asset Manangement
Minnesota
$509K +$256K +1,295 +106%
33 34
35
36 37