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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HAIM
951
Hunter Associates Investment Management
Pennsylvania
$246K – – –
LIM
952
Leavell Investment Management
Alabama
$246K -$14.9K -100 -6%
CI
953
Cherokee Insurance
Michigan
$246K – – –
CPIG
954
Chicago Partners Investment Group
Illinois
$246K +$17.9K +120 +9%
EP
955
Edgestream Partners
New Jersey
$245K -$870K -5,820 -79%
LWM
956
Liberty Wealth Management
California
$244K +$149 +1 +0.1%
MAWA
957
Moss Adams Wealth Advisors
Washington
$244K +$39K +261 +20%
IAS
958
Investment Advisory Services
Texas
$243K – – –
BA
959
Bridgewater Advisors
New York
$242K +$10.6K +71 +5%
HIC
960
Holderness Investments Company
North Carolina
$242K -$29.9K -200 -11%
FFS
961
Founders Financial Securities
Maryland
$242K +$4.04K +27 +2%
HR
962
Hardy Reed
Mississippi
$242K +$235K +1,573 New
VA
963
VestGen Advisors
Illinois
$240K -$16.3K -109 -7%
FC
964
Fairscale Capital
New Hampshire
$239K – – –
BWL
965
Bogart Wealth LLC
Virginia
$239K +$4.04K +27 +2%
MNBTD
966
Moody National Bank Trust Division
Texas
$238K -$897 -6 -0.4%
SIM
967
Sentry Investment Management
Wisconsin
$237K -$35.4K -237 -13%
EFM
968
E Fund Management
China
$236K -$8.22K -55 -3%
WAP
969
Wealthcare Advisory Partners
Pennsylvania
$235K +$4.33K +29 +2%
OL
970
OneFund LLC
Florida
$235K +$299 +2 +0.1%
SP
971
Stonebrook Private
Michigan
$234K +$2.24K +15 +1%
CTI
972
Community Trust & Investment
Kentucky
$234K – – –
KBFS
973
Kohmann Bosshard Financial Services
Ohio
$234K – – –
TNA
974
True North Advisors
Texas
$232K -$34.2K -229 -13%
PWP
975
Phillips Wealth Planners
Mississippi
$231K -$4.18K -28 -2%
37 38
39
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