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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CTI
951
Community Trust & Investment
Kentucky
$233K +$217K +1,520 New
KBFS
952
Kohmann Bosshard Financial Services
Ohio
$233K -$427 -3 -0.2%
SP
953
Stonebrook Private
Michigan
$231K +$215K +1,509 New
FFS
954
Founders Financial Securities
Maryland
$231K +$221K +1,549 New
HDIM
955
Hanson & Doremus Investment Management
Vermont
$230K – – –
WAP
956
Wealthcare Advisory Partners
Pennsylvania
$230K +$214K +1,500 New
CAM
957
Cidel Asset Management
Ontario, Canada
$230K -$21.9K -154 -9%
PFPT
958
Pinnacle Financial Partners (Tennessee)
Tennessee
$229K +$213K +1,496 New
CC
959
Courier Capital
New York
$229K +$213K +1,495 New
RTC
960
Riverview Trust Company
Washington
$229K -$1.43K -10 -0.7%
TIA
961
Trust Investment Advisors
Indiana
$228K +$212K +1,486 New
LFG
962
Larson Financial Group
Missouri
$228K +$121K +849 +133%
OBWG
963
Onyx Bridge Wealth Group
New York
$228K +$212K +1,485 New
CWM
964
Challenger Wealth Management
California
$227K +$211K +1,483 New
AWE
965
Avidian Wealth Enterprises
Texas
$226K -$125K -880 -37%
SFS
966
Sowell Financial Services
Arkansas
$226K +$210K +1,476 New
AAP
967
Arax Advisory Partners
Colorado
$226K +$61.8K +434 +42%
BHIA
968
Birch Hill Investment Advisors
Massachusetts
$226K +$210K +1,472 New
FHA
969
Flagship Harbor Advisors
Massachusetts
$223K +$208K +1,459 New
FFP
970
FourThought Financial Partners
Florida
$223K +$208K +1,457 New
SMC
971
Smith, Moore & Co
Missouri
$223K +$207K +1,455 New
KIA
972
KCM Investment Advisors
California
$223K +$207K +1,455 New
ACM
973
Advisors Capital Management
New Jersey
$223K +$207K +1,454 New
SEIA
974
Signature Estate & Investment Advisors
California
$222K -$51.3K -360 -20%
FC
975
Fairscale Capital
New Hampshire
$222K – – –
37 38
39
40 41