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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1151
Certified Advisory Corp
Florida
$273K +$846 +4 +0.3%
BAWM
1152
Bennett Associates Wealth Management
Pennsylvania
$273K +$254K +1,203 New
JCM
1153
Jag Capital Management
Missouri
$272K -$40.6K -192 -14%
MWM
1154
Mattern Wealth Management
Kansas
$272K – – –
BCM
1155
Basso Capital Management
Connecticut
$271K +$252K +1,193 New
VW
1156
Vantus Wealth
Pennsylvania
$271K +$252K +1,192 New
SF
1157
Symphony Financial
Texas
$270K +$251K +1,187 New
KFGK
1158
Keystone Financial Group (Kentucky)
Kentucky
$269K -$444K -2,100 -64%
SWM
1159
Silverlake Wealth Management
Vermont
$267K +$211 +1 +0.1%
AF
1160
Advisornet Financial
Minnesota
$267K +$4.44K +21 +2%
VCAM
1161
Van Cleef Asset Management
Ohio
$266K – – –
TP
1162
TritonPoint Partners
Maryland
$266K +$248K +1,171 New
CF
1163
Convergence Financial
Missouri
$266K – – –
RG
1164
Renaissance Group
Kentucky
$265K – – –
HWA
1165
Hilltop Wealth Advisors
North Carolina
$265K +$4.65K +22 +2%
EL
1166
EWA LLC
Pennsylvania
$263K +$4.23K +20 +2%
SL
1167
StoryOne LLC
Kansas
$263K +$245K +1,158 New
HTC
1168
Haverford Trust Company
Pennsylvania
$263K +$245K +1,157 New
BFC
1169
Bedel Financial Consulting
Indiana
$262K – – –
HW
1170
Hancock Whitney
Mississippi
$261K +$18.8K +89 +8%
BHIA
1171
Birch Hill Investment Advisors
Massachusetts
$261K – – –
CCMI
1172
Creative Capital Management Investments
California
$261K +$238K +1,127 +4,508%
SIAP
1173
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$261K – – –
NP
1174
NorthRock Partners
Minnesota
$260K +$8.46K +40 +4%
OCWP
1175
Owl Creek Wealth Partners
Colorado
$260K +$3.17K +15 +1%
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