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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
1001
Regions Financial Corp
Alabama
$314K -$37.9K -203 -11%
MF
1002
Magnetar Financial
Illinois
$314K +$316K +1,691 New
WP
1003
WealthShield Partners
North Carolina
$314K +$316K +1,690 New
AWE
1004
Avidian Wealth Enterprises
Texas
$314K +$23K +123 +8%
MNBTD
1005
Moody National Bank Trust Division
Texas
$313K +$26.7K +143 +9%
BA
1006
Bridgewater Advisors
New York
$313K +$25.2K +135 +8%
KIA
1007
KCM Investment Advisors
California
$311K +$9.71K +52 +3%
RPWA
1008
Regent Peak Wealth Advisors
Georgia
$310K -$8.59K -46 -3%
CI
1009
Cambiar Investors
Colorado
$308K -$94.5K -506 -23%
LIM
1010
Leavell Investment Management
Alabama
$308K +$11K +59 +4%
RIL
1011
Rothschild Investment LLC
Illinois
$307K +$6.72K +36 +2%
XF
1012
XML Financial
Maryland
$307K +$59.4K +318 +24%
MBTD
1013
Mechanics Bank - Trust Department
California
$306K – – –
WT
1014
Washington Trust
Rhode Island
$305K +$307K +1,645 New
NI
1015
Natural Investments
California
$305K +$44.1K +236 +17%
CIAS
1016
Capital Investment Advisory Services
North Carolina
$305K +$25.2K +135 +9%
FHA
1017
Flagship Harbor Advisors
Massachusetts
$304K -$53.8K -288 -15%
CTA
1018
Clear Trail Advisors
Texas
$304K +$306K +1,639 New
ACM
1019
Advisors Capital Management
New Jersey
$304K +$22K +118 +8%
CWG
1020
Cornerstone Wealth Group
North Carolina
$303K +$17.7K +95 +6%
AIIMS
1021
Analyst IMS Investment Management Services
Israel
$301K -$2.24K -12 -0.7%
A
1022
Alongside
Texas
$301K +$303K +1,621 New
LWM
1023
Liberty Wealth Management
California
$300K +$5.04K +27 +2%
HAIM
1024
Hunter Associates Investment Management
Pennsylvania
$297K – – –
SP
1025
Stonebrook Private
Michigan
$293K +$4.48K +24 +2%
39 40
41
42 43