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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1176
Sit Investment Associates
Minnesota
$164K – – –
CSP
1177
Cary Street Partners
Virginia
$162K -$46.1K -247 -22%
CT
1178
Clearstead Trust
Maine
$162K – – –
RAM
1179
Reflection Asset Management
South Carolina
$155K +$156K +834 New
HPC
1180
HM Payson & Co
Maine
$154K – – –
PWA
1181
Physician Wealth Advisors
Utah
$152K +$3.17K +17 +2%
TPBG
1182
Turning Point Benefit Group
Maryland
$152K +$19.8K +106 +15%
FUBT
1183
First United Bank & Trust
Maryland
$148K – – –
HIIFS
1184
Harel Insurance Investments & Financial Services
Israel
$148K – – –
CFO
1185
CVA Family Office
Colorado
$147K +$3.17K +17 +2%
BDPWM
1186
Barnes Dennig Private Wealth Management
Ohio
$146K +$143K +763 +2,935%
GIA
1187
GHP Investment Advisors
Colorado
$144K – – –
HCA
1188
Harbor Capital Advisors
Illinois
$141K +$112K +599 +379%
CB
1189
Centennial Bank
Arkansas
$137K – – –
IWM
1190
Inlight Wealth Management
Georgia
$134K – – –
C
1191
Covestor
United Kingdom
$132K +$87K +466 +190%
FWA
1192
Flagship Wealth Advisors
Massachusetts
$130K -$2.8K -15 -2%
HWA
1193
HHM Wealth Advisors
Tennessee
$130K – – –
WB
1194
Webster Bank
Connecticut
$130K – – –
TCOV
1195
Trust Company of Vermont
Vermont
$130K +$33.1K +177 +34%
GEA
1196
Glen Eagle Advisors
New Jersey
$130K -$12.5K -67 -9%
GXJ
1197
Global X Japan
Japan
$127K -$136K -728 -52%
EP
1198
Essential Partners
California
$126K -$106K -569 -46%
OP
1199
ORG Partners
Indiana
$126K +$3.36K +18 +3%
QL
1200
Quarry LP
New York
$125K +$90.8K +486 +263%
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