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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1226
Asset Dedication LLC
California
$75.2K – – –
MFC
1227
Mechanics Financial Corp
Ohio
$74.2K – – –
RTC
1228
Riverview Trust Company
Washington
$74.2K – – –
PWAM
1229
Private Wealth Asset Management
Iowa
$73.3K – – –
DMBA
1230
Deseret Mutual Benefit Administrators
Utah
$73.1K -$6.54K -35 -8%
GKIM
1231
GW&K Investment Management
Massachusetts
$73K +$5.98K +32 +9%
BIA
1232
Bell Investment Advisors
California
$71.6K +$17.4K +93 +32%
VCM
1233
Versant Capital Management
Arizona
$71.6K – – –
TH
1234
TCTC Holdings
Texas
$70.3K – – –
ACA
1235
Atlas Capital Advisors
Wyoming
$67.9K +$68.4K +366 New
CT
1236
Caldwell Trust
Florida
$67K -$9.15K -49 -12%
AIM
1237
Anchor Investment Management
South Carolina
$65K – – –
GWM
1238
Greenline Wealth Management
Florida
$64.6K +$65K +348 New
SCM
1239
Silvant Capital Management
Georgia
$64.6K – – –
PB
1240
Prosperity Bancshares
Texas
$63.7K +$64.1K +343 New
PSB
1241
Piscataqua Savings Bank
New Hampshire
$62.7K – – –
HHCP
1242
Hilton Head Capital Partners
South Carolina
$62.2K +$62.6K +335 New
CWM
1243
Copia Wealth Management
Oregon
$61.8K – – –
CAL
1244
Capital Advisors Ltd
Ohio
$61K +$6.35K +34 +12%
FMP
1245
Financial Management Professionals
Texas
$60.3K – – –
WFA
1246
West Financial Advisors
Iowa
$59.4K – – –
CF
1247
Collier Financial
Colorado
$56.1K +$187 +1 +0.3%
IWP
1248
IAG Wealth Partners
Wisconsin
$55.7K – – –
FFO
1249
Fortitude Family Office
Arizona
$54.2K – – –
EF
1250
Entrust Financial
Pennsylvania
$52K +$52.3K +280 New
48 49
50
51 52