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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
426
Whittier Trust
California
$868K -$81.2K -1,083 -9%
CI
427
Cigna Investments
Connecticut
$859K +$3K +40 +0.4%
LNWWM
428
Laird Norton Wetherby Wealth Management
California
$852K +$823K +10,970 New
SSWM
429
Sheets Smith Wealth Management
North Carolina
$848K +$6.15K +82 +0.8%
SFG
430
Summit Financial Group
West Virginia
$825K +$548K +7,301 +219%
GBA
431
Garrison Bradford & Associates
New York
$811K -$97.5K -1,300 -11%
LOAMS
432
Lombard Odier Asset Management (Switzerland)
Switzerland
$800K +$31.7K +422 +4%
SPC
433
Sigma Planning Corp
Michigan
$795K +$14.8K +197 +2%
AAIM
434
American Assets Investment Management
California
$786K – – –
GWM
435
Geneos Wealth Management
Colorado
$785K -$18.9K -252 -2%
PGFC
436
Peapack-Gladstone Financial Corp
New Jersey
$777K -$6.53K -87 -0.9%
APP
437
Avantax Planning Partners
Iowa
$759K +$734K +9,786 New
CMBA
438
C.M. Bidwell & Associates
Hawaii
$753K +$391K +5,215 +116%
AAM
439
Advisors Asset Management
Colorado
$744K +$504K +6,723 +235%
WIA
440
Wealthstreet Investment Advisors
Texas
$741K – – –
LIA
441
LS Investment Advisors
Michigan
$740K -$69.5K -927 -9%
RMCM
442
Reynders McVeigh Capital Management
Massachusetts
$728K +$85.1K +1,134 +14%
ST
443
Sabal Trust
Florida
$727K -$62.6K -835 -8%
APA
444
American Portfolios Advisors
New York
$724K +$152K +2,025 +28%
FCI
445
Financial Counselors Inc
Kansas
$716K -$147K -1,959 -18%
ATC
446
Argent Trust Co
Tennessee
$716K +$11.5K +153 +2%
SP
447
Symmetry Partners
Connecticut
$705K +$682K +9,086 New
CIC
448
Carnegie Investment Counsel
Ohio
$704K +$5.78K +77 +0.9%
PI
449
Putnam Investments
Massachusetts
$703K -$29.1K -388 -4%
LFAS
450
Level Four Advisory Services
Texas
$703K +$220K +2,930 +48%
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