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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
1026
Wealthcare Advisory Partners
Pennsylvania
$386K -$96K -454 -21%
FCM
1027
Fell Capital Management
California
$386K – – –
LA
1028
Lifeworks Advisors
Michigan
$386K -$78.9K -373 -18%
WA
1029
Whipplewood Advisors
Colorado
$385K -$65.1K -308 -15%
EDRH
1030
Edmond de Rothschild Holding
Switzerland
$385K +$359K +1,696 New
WKWM
1031
Walter & Keenan Wealth Management
Indiana
$384K +$6.98K +33 +2%
SWP
1032
Strategic Wealth Partners
Ohio
$383K +$29K +137 +9%
DCM
1033
Donaldson Capital Management
Indiana
$380K +$354K +1,676 New
TWM
1034
TRB Wealth Management
Texas
$379K – – –
FB
1035
Fulton Bank
Pennsylvania
$379K +$353K +1,670 New
NI
1036
Natural Investments
California
$379K +$10.1K +48 +3%
IAIM
1037
International Assets Investment Management
Florida
$378K +$48.8K +231 +16%
CI
1038
Cambiar Investors
Colorado
$377K – – –
LIM
1039
Leavell Investment Management
Alabama
$377K – – –
MSFS
1040
Main Street Financial Solutions
Pennsylvania
$376K -$32.1K -152 -8%
DIM
1041
Delta Investment Management
California
$376K +$634 +3 +0.2%
MBTD
1042
Mechanics Bank - Trust Department
California
$375K +$423 +2 +0.1%
OFS
1043
OneAscent Financial Services
Alabama
$375K +$10.4K +49 +3%
LSIA
1044
LaSalle St. Investment Advisors
Illinois
$373K -$91.3K -432 -21%
CFA
1045
Cahill Financial Advisors
Minnesota
$372K -$6.13K -29 -2%
RA
1046
RFG Advisory
Alabama
$372K +$39.5K +187 +13%
FFM
1047
Forum Financial Management
Illinois
$370K +$27.9K +132 +9%
GCA
1048
Greenwood Capital Associates
South Carolina
$369K +$5.5K +26 +2%
SP
1049
Stonebrook Private
Michigan
$367K -$2.11K -10 -0.6%
MNBTD
1050
Moody National Bank Trust Division
Texas
$366K -$17.8K -84 -5%
40 41
42
43 44