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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1026
Walter & Keenan Wealth Management
Indiana
$328K -$85.8K -434 -21%
CI
1027
Cambiar Investors
Colorado
$328K – – –
LIM
1028
Leavell Investment Management
Alabama
$328K – – –
WAG
1029
Wilkerson Advisory Group
Missouri
$328K +$312K +1,577 +1,947%
DIM
1030
Delta Investment Management
California
$327K +$19.6K +99 +6%
AZ
1031
Alpha Zero
Florida
$326K +$109K +553 +50%
SIA
1032
Soltis Investment Advisors
Utah
$326K -$10.1K -51 -3%
MBTD
1033
Mechanics Bank - Trust Department
California
$326K – – –
KIA
1034
KCM Investment Advisors
California
$326K -$5.93K -30 -2%
SP
1035
Stonebrook Private
Michigan
$322K +$9.88K +50 +3%
FIA
1036
Foundations Investment Advisors
Arizona
$322K -$44.1K -223 -12%
AG
1037
AlTi Global
New York
$321K -$101K -510 -24%
TPI
1038
Trust Point Inc
Wisconsin
$321K -$16.2K -82 -5%
NI
1039
Natural Investments
California
$321K -$4.15K -21 -1%
LWM
1040
Liberty Wealth Management
California
$320K – – –
CIAS
1041
Capital Investment Advisory Services
North Carolina
$319K -$5.93K -30 -2%
OFS
1042
OneAscent Financial Services
Alabama
$317K +$317K +1,602 New
GCA
1043
Greenwood Capital Associates
South Carolina
$316K +$316K +1,599 New
JIP
1044
Jaffetilchin Investment Partners
Florida
$316K +$88.9K +450 +39%
CFO
1045
Cambient Family Office
Michigan
$314K +$85.2K +431 +37%
CFG
1046
Cooper Financial Group
California
$313K +$44.1K +223 +16%
WIM
1047
Westside Investment Management
California
$310K – – –
AC
1048
Avestar Capital
New York
$309K +$10.5K +53 +4%
SWP
1049
Strategic Wealth Partners
Ohio
$306K -$1.38K -7 -0.4%
TC
1050
TFR Capital
Texas
$306K +$306K +1,550 New
40 41
42
43 44