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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
NI
901
Natural Investments
California
$271K +$18.8K +132 +8%
MAM
902
Mystic Asset Management
Rhode Island
$270K – – –
DAS
903
Dynamic Advisor Solutions
Arizona
$269K +$251K +1,759 New
BTI
904
Blue Trust Inc
Georgia
$269K +$114K +801 +84%
IF
905
Intrua Financial
Texas
$268K +$21.7K +152 +10%
TNA
906
True North Advisors
Texas
$267K – – –
CM
907
Cercano Management
Washington
$266K -$17.4M -122,127 -99%
CFA
908
Cahill Financial Advisors
Minnesota
$263K +$142 +1 +0.1%
FFN
909
Focus Financial Network
Minnesota
$263K -$21.2K -149 -8%
FAG
910
Fortitude Advisory Group
Washington
$261K -$2.85K -20 -1%
QFW
911
QTR Family Wealth
Florida
$261K +$243K +1,705 New
LIM
912
Leavell Investment Management
Alabama
$260K – – –
MC
913
Middleton & Co
Massachusetts
$260K – – –
LI
914
Lafayette Investments
Maryland
$260K – – –
RA
915
RFG Advisory
Alabama
$260K -$26.6K -187 -10%
CTA
916
Colonial Trust Advisors
South Carolina
$259K -$3.56K -25 -1%
WWM
917
Western Wealth Management
Colorado
$259K -$98.9K -694 -29%
RYIA
918
Roehl & Yi Investment Advisors
Oregon
$256K +$10.7K +75 +5%
GS
919
GTS Securities
Florida
$256K -$337K -2,365 -59%
VA
920
VestGen Advisors
Illinois
$255K +$238K +1,667 New
LIG
921
Lokken Investment Group
Delaware
$255K +$1.43K +10 +0.6%
MBTD
922
Mechanics Bank - Trust Department
California
$253K – – –
GXJ
923
Global X Japan
Japan
$250K +$46K +323 +25%
AWM
924
Accurate Wealth Management
Florida
$249K +$6.84K +48 +3%
SIM
925
Sentry Investment Management
Wisconsin
$249K -$76.4K -536 -23%
35 36
37
38 39