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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
S
976
Sachetta
Massachusetts
$47.9K +$131 +1 +0.3%
PTC
977
Private Trust Company
Ohio
$47.8K +$4.2K +32 +9%
SCM
978
Silvant Capital Management
Georgia
$43.9K – – –
PSB
979
Piscataqua Savings Bank
New Hampshire
$42.6K – – –
IBOK
980
Independence Bank of Kentucky
Kentucky
$42K – – –
NFSG
981
Newbridge Financial Services Group
Florida
$40.7K – – –
WFA
982
West Financial Advisors
Iowa
$40.3K – – –
FMP
983
Financial Management Professionals
Texas
$39.8K -$263 -2 -0.6%
TH
984
TCTC Holdings
Texas
$39.4K +$4.07K +31 +11%
MAM
985
Meeder Asset Management
Ohio
$38.3K -$1.05K -8 -3%
CA
986
Centerpoint Advisors
Massachusetts
$38K – – –
JFA
987
JNBA Financial Advisors
Minnesota
$37.9K – – –
IWP
988
IAG Wealth Partners
Wisconsin
$37.8K – – –
VCM
989
Versant Capital Management
Arizona
$37.8K +$24.5K +187 +165%
AW
990
Affinity Wealth
Ohio
$37.8K +$39.4K +300 New
FFO
991
Fortitude Family Office
Arizona
$37.4K +$1.05K +8 +3%
RA
992
Rise Advisors
New York
$37.3K +$131 +1 +0.3%
BIA
993
Bell Investment Advisors
California
$36.8K +$1.18K +9 +3%
AWM
994
Avior Wealth Management
Nebraska
$36.4K +$4.86K +37 +15%
MIM
995
Manitou Investment Management
Ontario, Canada
$34K – – –
GKIM
996
GW&K Investment Management
Massachusetts
$34K +$1.57K +12 +5%
TCM
997
TruNorth Capital Management
Michigan
$32.9K – – –
SIS
998
Sound Income Strategies
Florida
$32.1K +$8.4K +64 +34%
CTWM
999
Cherry Tree Wealth Management
Minnesota
$31.5K – – –
CFB
1000
Cullen/Frost Bankers
Texas
$31.3K -$283K -2,154 -90%
38 39
40
41 42