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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1026
Diversify Advisory Services
Utah
$390K +$332K +1,571 New
SR
1027
Swiss Re
Switzerland
$387K +$327K +1,549 +999%
CFG
1028
Cooper Financial Group
California
$387K +$25.2K +119 +8%
HAIM
1029
Hunter Associates Investment Management
Pennsylvania
$386K +$423 +2 +0.1%
WAP
1030
Wealthcare Advisory Partners
Pennsylvania
$386K -$96K -454 -21%
FCM
1031
Fell Capital Management
California
$386K – – –
LA
1032
Lifeworks Advisors
Michigan
$386K -$78.9K -373 -18%
WA
1033
Whipplewood Advisors
Colorado
$385K -$65.1K -308 -15%
EDRH
1034
Edmond de Rothschild Holding
Switzerland
$385K +$359K +1,696 New
WKWM
1035
Walter & Keenan Wealth Management
Indiana
$384K +$6.98K +33 +2%
SWP
1036
Strategic Wealth Partners
Ohio
$383K +$29K +137 +9%
DCM
1037
Donaldson Capital Management
Indiana
$380K +$354K +1,676 New
TWM
1038
TRB Wealth Management
Texas
$379K – – –
FB
1039
Fulton Bank
Pennsylvania
$379K +$353K +1,670 New
NI
1040
Natural Investments
California
$379K +$10.1K +48 +3%
IAIM
1041
International Assets Investment Management
Florida
$378K +$48.8K +231 +16%
CI
1042
Cambiar Investors
Colorado
$377K – – –
LIM
1043
Leavell Investment Management
Alabama
$377K – – –
MSFS
1044
Main Street Financial Solutions
Pennsylvania
$376K -$32.1K -152 -8%
DIM
1045
Delta Investment Management
California
$376K +$634 +3 +0.2%
MBTD
1046
Mechanics Bank - Trust Department
California
$375K +$423 +2 +0.1%
OFS
1047
OneAscent Financial Services
Alabama
$375K +$10.4K +49 +3%
LSIA
1048
LaSalle St. Investment Advisors
Illinois
$373K -$91.3K -432 -21%
CFA
1049
Cahill Financial Advisors
Minnesota
$372K -$6.13K -29 -2%
RA
1050
RFG Advisory
Alabama
$372K +$39.5K +187 +13%
40 41
42
43 44