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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
401
Steward Partners Investment Advisory
New York
$735K +$763K +13,506 New
SBA
402
Secrest Blakey & Associates
North Carolina
$733K +$6.15K +109 +0.8%
AI
403
Atria Investments
North Carolina
$728K +$14.8K +262 +2%
SIM
404
Sentry Investment Management
Wisconsin
$723K -$72.4K -1,282 -9%
ED
405
Exane Derivatives
France
$718K +$735K +13,015 New
WC
406
Whitney & Co
New York
$717K -$178K -3,150 -19%
GBA
407
Garrison Bradford & Associates
New York
$713K +$84.7K +1,500 +13%
VCA
408
Verdence Capital Advisors
Maryland
$712K +$275K +4,873 +59%
SIAP
409
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$707K -$198K -3,500 -21%
KLI
410
Kelman-Lazarov Inc
Tennessee
$705K -$39.5K -700 -5%
SS
411
Simplicity Solutions
Minnesota
$703K +$144K +2,546 +25%
FM
412
Forward Management
California
$692K -$220K -3,900 -23%
HPC
413
Hobart Private Capital
North Carolina
$690K +$161K +2,846 +29%
BUB
414
BBVA USA Bancshares
Texas
$679K -$154K -2,719 -18%
VNA
415
Valley National Advisers
Pennsylvania
$668K -$703K -12,445 Closed
AMI
416
Amica Mutual Insurance
Rhode Island
$667K -$2.51M -44,507 -78%
AA
417
AlphaMark Advisors
Kentucky
$667K -$338K -5,989 -33%
AAM
418
Advisors Asset Management
Colorado
$665K -$9.82K -174 -1%
CP
419
Camelot Portfolios
Ohio
$664K +$688K +12,192 New
BG
420
Bahl & Gaynor
Ohio
$656K -$250K -4,422 -27%
FC
421
Forte Capital
New York
$654K +$116K +2,055 +21%
MOS
422
MGO One Seven
Ohio
$652K +$3.95K +70 +0.6%
WTB
423
Washington Trust Bank
Washington
$646K +$53.1K +941 +9%
MHI
424
Miller Howard Investments
New York
$626K -$22M -389,350 -97%
DLHL
425
Donald L. Hagan LLC
Florida
$624K +$648K +11,474 New
15 16
17
18 19