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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
376
Gray Wealth Management
Maine
$911K +$11.9K +143 +1%
GBA
377
Garrison Bradford & Associates
New York
$898K – – –
ONSWM
378
Old North State Wealth Management
North Carolina
$895K +$869K +10,424 New
PP
379
Prudential plc
United Kingdom
$890K +$865K +10,379 New
UB
380
UMB Bank
Missouri
$876K +$20.9K +251 +3%
AUB
381
Atlantic Union Bankshares
Virginia
$871K -$13.3K -160 -2%
AAIM
382
American Assets Investment Management
California
$858K – – –
JWM
383
Jeppson Wealth Management
California
$854K -$417 -5 -0.1%
BFS
384
Bard Financial Services
Connecticut
$853K -$1.77M -21,210 -68%
RIA
385
Richwood Investment Advisors
Ohio
$853K +$829K +9,943 New
BCB
386
Brian C. Broderick
$850K – – –
WA
387
Wambolt & Associates
Colorado
$846K +$80.1K +961 +11%
KOC
388
Koss-Olinger Consulting
Florida
$844K -$15.4K -185 -2%
LK
389
Lumbard & Kellner
New Hampshire
$843K +$5K +60 +0.6%
CI
390
Cigna Investments
Connecticut
$841K -$258K -3,089 -24%
BCV
391
Banque Cantonale Vaudoise
Switzerland
$839K +$100K +1,200 +14%
AII
392
AGF Investments Inc
Ontario, Canada
$824K – – –
NW
393
Naviter Wealth
Arkansas
$818K +$795K +9,536 New
FC
394
Full18 Capital
Connecticut
$794K -$868K -10,417 -51%
PSF
395
Pacific Sun Financial
California
$794K -$45.7K -548 -6%
ECM
396
Everence Capital Management
Indiana
$781K – – –
SPC
397
Sigma Planning Corp
Michigan
$769K -$10.8K -129 -1%
OIA
398
OneDigital Investment Advisors
Kansas
$759K +$24.9K +299 +3%
CBTWT
399
Community Bank & Trust (Waco, Texas)
Texas
$750K -$2.5K -30 -0.3%
EVM
400
Eaton Vance Management
Massachusetts
$738K +$30.7K +368 +4%
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16
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