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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1026
Leavell Investment Management
Alabama
$328K – – –
WAG
1027
Wilkerson Advisory Group
Missouri
$328K +$312K +1,577 +1,947%
DIM
1028
Delta Investment Management
California
$327K +$19.6K +99 +6%
AZ
1029
Alpha Zero
Florida
$326K +$109K +553 +50%
SIA
1030
Soltis Investment Advisors
Utah
$326K -$10.1K -51 -3%
MBTD
1031
Mechanics Bank - Trust Department
California
$326K – – –
KIA
1032
KCM Investment Advisors
California
$326K -$5.93K -30 -2%
SP
1033
Stonebrook Private
Michigan
$322K +$9.88K +50 +3%
FIA
1034
Foundations Investment Advisors
Arizona
$322K -$44.1K -223 -12%
AG
1035
AlTi Global
New York
$321K -$101K -510 -24%
TPI
1036
Trust Point Inc
Wisconsin
$321K -$16.2K -82 -5%
NI
1037
Natural Investments
California
$321K -$4.15K -21 -1%
LWM
1038
Liberty Wealth Management
California
$320K – – –
CIAS
1039
Capital Investment Advisory Services
North Carolina
$319K -$5.93K -30 -2%
OFS
1040
OneAscent Financial Services
Alabama
$317K +$317K +1,602 New
GCA
1041
Greenwood Capital Associates
South Carolina
$316K +$316K +1,599 New
JIP
1042
Jaffetilchin Investment Partners
Florida
$316K +$88.9K +450 +39%
CFO
1043
Cambient Family Office
Michigan
$314K +$85.2K +431 +37%
CFG
1044
Cooper Financial Group
California
$313K +$44.1K +223 +16%
WIM
1045
Westside Investment Management
California
$310K – – –
AC
1046
Avestar Capital
New York
$309K +$10.5K +53 +4%
SWP
1047
Strategic Wealth Partners
Ohio
$306K -$1.38K -7 -0.4%
TC
1048
TFR Capital
Texas
$306K +$306K +1,550 New
OBWG
1049
Onyx Bridge Wealth Group
New York
$306K +$6.72K +34 +2%
FAG
1050
Fortitude Advisory Group
Washington
$303K -$1.98K -10 -0.6%
40 41
42
43 44