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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
926
Caerus Investment Advisors
Texas
$522K -$40.8K -193 -8%
MIM
927
MTM Investment Management
South Carolina
$522K – – –
BPFA
928
Barnes Pettey Financial Advisors
Mississippi
$517K – – –
RM
929
RCW Management
Florida
$514K -$89.6K -424 -16%
IIL
930
Income Insurance Ltd
$510K +$42.3K +200 +10%
CCA
931
Childress Capital Advisors
Texas
$510K -$133K -628 -22%
AG
932
AlTi Global
New York
$509K +$131K +618 +38%
ITG
933
Index Technologies Group
New York
$506K -$36.6K -173 -7%
ACM
934
Advisors Capital Management
New Jersey
$504K +$110K +518 +30%
PRAG
935
Portfolio Resources Advisor Group
Florida
$503K -$2.75K -13 -0.6%
SWM
936
Shelton Wealth Management
Texas
$503K +$1.48K +7 +0.3%
BWA
937
Basecamp Wealth Advisors
Washington
$502K – – –
MFG
938
Mission Financial Group
Nevada
$502K +$467K +2,211 New
TVPW
939
Third View Private Wealth
Connecticut
$502K +$467K +2,210 New
CWM
940
Circle Wealth Management
New Jersey
$502K +$11.8K +56 +3%
FG
941
Foster Group
Iowa
$498K +$24.9K +118 +6%
SP
942
SmartHarvest Portfolios
Washington
$498K +$24.7K +117 +6%
PPA
943
Painted Porch Advisors
California
$497K – – –
MWM
944
Modera Wealth Management
New Jersey
$496K +$4.23K +20 +0.9%
MAWA
945
Moss Adams Wealth Advisors
Washington
$495K -$7.82K -37 -2%
PK
946
Pflug Koory
Nebraska
$493K -$3.38K -16 -0.7%
IUHSA
947
Itau Unibanco Holding S.A.
Brazil
$492K +$458K +2,166 New
FIA
948
Foundations Investment Advisors
Arizona
$490K +$112K +531 +33%
ACM
949
Accent Capital Management
Ohio
$490K +$456K +2,158 New
BHBT
950
Burke & Herbert Bank & Trust
Virginia
$489K – – –
36 37
38
39 40