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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1051
Forum Financial Management
Illinois
$370K +$27.9K +132 +9%
GCA
1052
Greenwood Capital Associates
South Carolina
$369K +$5.5K +26 +2%
SP
1053
Stonebrook Private
Michigan
$367K -$2.11K -10 -0.6%
MNBTD
1054
Moody National Bank Trust Division
Texas
$366K -$17.8K -84 -5%
CSIC
1055
Clifford Swan Investment Counsel
California
$366K -$12.9K -61 -4%
MHC
1056
May Hill Capital
Massachusetts
$363K -$17.5K -83 -5%
PA
1057
Procyon Advisors
Connecticut
$363K -$15.2K -72 -4%
AC
1058
Avestar Capital
New York
$362K +$6.98K +33 +2%
KCM
1059
Kathmere Capital Management
Pennsylvania
$360K +$49.7K +235 +17%
TC
1060
TFR Capital
Texas
$352K – – –
TNA
1061
True North Advisors
Texas
$352K +$327K +1,549 New
OBWG
1062
Onyx Bridge Wealth Group
New York
$351K -$423 -2 -0.1%
DAS
1063
Dynamic Advisor Solutions
Arizona
$350K +$16.5K +78 +5%
NCTC
1064
New Covenant Trust Company
Indiana
$350K +$326K +1,540 New
WIM
1065
Westside Investment Management
California
$349K – – –
TPI
1066
Trust Point Inc
Wisconsin
$349K -$18.6K -88 -5%
GAM
1067
Guinness Asset Management
United Kingdom
$348K +$122K +578 +60%
FAG
1068
Fortitude Advisory Group
Washington
$348K – – –
HP
1069
Holistic Planning
Texas
$347K +$3.81K +18 +1%
CWM
1070
Challenger Wealth Management
California
$346K +$1.06K +5 +0.3%
AFW
1071
Avantra Family Wealth
Pennsylvania
$345K +$321K +1,520 New
KBFS
1072
Kohmann Bosshard Financial Services
Ohio
$345K – – –
KIA
1073
KCM Investment Advisors
California
$343K -$29K -137 -8%
MC
1074
Middleton & Co
Massachusetts
$340K – – –
NWM
1075
Northcape Wealth Management
New York
$339K +$1.48K +7 +0.5%
41 42
43
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