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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
ISL
376
Ingalls & Snyder LLC
New York
$911K -$76.3K -915 -8%
LWAC
377
Laurel Wealth Advisors (California)
California
$911K -$20.6K -247 -2%
GWM
378
Gray Wealth Management
Maine
$911K +$11.9K +143 +1%
GBA
379
Garrison Bradford & Associates
New York
$898K – – –
ONSWM
380
Old North State Wealth Management
North Carolina
$895K +$869K +10,424 New
PP
381
Prudential plc
United Kingdom
$890K +$865K +10,379 New
UB
382
UMB Bank
Missouri
$876K +$20.9K +251 +3%
AUB
383
Atlantic Union Bankshares
Virginia
$871K -$13.3K -160 -2%
AAIM
384
American Assets Investment Management
California
$858K – – –
JWM
385
Jeppson Wealth Management
California
$854K -$417 -5 -0.1%
BFS
386
Bard Financial Services
Connecticut
$853K -$1.77M -21,210 -68%
RIA
387
Richwood Investment Advisors
Ohio
$853K +$829K +9,943 New
BCB
388
Brian C. Broderick
$850K – – –
WA
389
Wambolt & Associates
Colorado
$846K +$80.1K +961 +11%
KOC
390
Koss-Olinger Consulting
Florida
$844K -$15.4K -185 -2%
LK
391
Lumbard & Kellner
New Hampshire
$843K +$5K +60 +0.6%
CI
392
Cigna Investments
Connecticut
$841K -$258K -3,089 -24%
BCV
393
Banque Cantonale Vaudoise
Switzerland
$839K +$100K +1,200 +14%
AII
394
AGF Investments Inc
Ontario, Canada
$824K – – –
NW
395
Naviter Wealth
Arkansas
$818K +$795K +9,536 New
FC
396
Full18 Capital
Connecticut
$794K -$868K -10,417 -51%
PSF
397
Pacific Sun Financial
California
$794K -$45.7K -548 -6%
ECM
398
Everence Capital Management
Indiana
$781K – – –
SPC
399
Sigma Planning Corp
Michigan
$769K -$10.8K -129 -1%
OIA
400
OneDigital Investment Advisors
Kansas
$759K +$24.9K +299 +3%
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16
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