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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1051
Clifford Swan Investment Counsel
California
$366K -$12.9K -61 -4%
MHC
1052
May Hill Capital
Massachusetts
$363K -$17.5K -83 -5%
PA
1053
Procyon Advisors
Connecticut
$363K -$15.2K -72 -4%
AC
1054
Avestar Capital
New York
$362K +$6.98K +33 +2%
KCM
1055
Kathmere Capital Management
Pennsylvania
$360K +$49.7K +235 +17%
TC
1056
TFR Capital
Texas
$352K – – –
TNA
1057
True North Advisors
Texas
$352K +$327K +1,549 New
OBWG
1058
Onyx Bridge Wealth Group
New York
$351K -$423 -2 -0.1%
DAS
1059
Dynamic Advisor Solutions
Arizona
$350K +$16.5K +78 +5%
NCTC
1060
New Covenant Trust Company
Indiana
$350K +$326K +1,540 New
WIM
1061
Westside Investment Management
California
$349K – – –
TPI
1062
Trust Point Inc
Wisconsin
$349K -$18.6K -88 -5%
GAM
1063
Guinness Asset Management
United Kingdom
$348K +$122K +578 +60%
FAG
1064
Fortitude Advisory Group
Washington
$348K – – –
HP
1065
Holistic Planning
Texas
$347K +$3.81K +18 +1%
CWM
1066
Challenger Wealth Management
California
$346K +$1.06K +5 +0.3%
AFW
1067
Avantra Family Wealth
Pennsylvania
$345K +$321K +1,520 New
KBFS
1068
Kohmann Bosshard Financial Services
Ohio
$345K – – –
KIA
1069
KCM Investment Advisors
California
$343K -$29K -137 -8%
MC
1070
Middleton & Co
Massachusetts
$340K – – –
NWM
1071
Northcape Wealth Management
New York
$339K +$1.48K +7 +0.5%
SDWMA
1072
Schneider Downs Wealth Management Advisors
Pennsylvania
$338K – – –
CC
1073
Courier Capital
New York
$336K -$423 -2 -0.1%
CWP
1074
Cyndeo Wealth Partners
Florida
$335K +$19.9K +94 +7%
PNC
1075
Park National Corp
Ohio
$334K +$6.76K +32 +2%
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