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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GBA
426
Garrison Bradford & Associates
New York
$852K – – –
GWM
427
Geneos Wealth Management
Colorado
$846K +$20.5K +261 +3%
SFG
428
Summit Financial Group
West Virginia
$845K -$21.8K -277 -3%
SPC
429
Sigma Planning Corp
Michigan
$841K +$5.58K +71 +0.7%
APP
430
Avantax Planning Partners
Iowa
$826K -$8.02K -102 -1%
PGFC
431
Peapack-Gladstone Financial Corp
New Jersey
$816K – – –
AAIM
432
American Assets Investment Management
California
$815K – – –
BI
433
Bramshill Investments
Florida
$813K +$784K +9,972 New
LIA
434
LS Investment Advisors
Michigan
$804K +$25.5K +325 +3%
LFAS
435
Level Four Advisory Services
Texas
$797K +$56.2K +715 +8%
WIA
436
Wealthstreet Investment Advisors
Texas
$791K +$11.8K +150 +2%
VCA
437
Verdence Capital Advisors
Maryland
$763K -$207K -2,629 -22%
ST
438
Sabal Trust
Florida
$742K -$21.6K -275 -3%
GAM
439
Griffin Asset Management
New York
$741K +$29.9K +381 +4%
ECM
440
Everence Capital Management
Indiana
$734K – – –
RMCM
441
Reynders McVeigh Capital Management
Massachusetts
$732K -$31.4K -400 -4%
AAS
442
Avantax Advisory Services
Texas
$731K +$90.6K +1,152 +15%
HC
443
HNP Capital
New York
$723K +$113K +1,433 +19%
VRM
444
Vectors Research Management
New York
$723K +$113K +1,433 +19%
BMA
445
Brooks Moore & Associates
Tennessee
$722K – – –
ATC
446
Argent Trust Co
Tennessee
$718K -$32.7K -416 -5%
BC
447
Brinker Capital
Pennsylvania
$704K +$101K +1,291 +18%
PAM
448
Panagora Asset Management
Massachusetts
$699K -$2.28K -29 -0.3%
PI
449
Putnam Investments
Massachusetts
$698K -$39.5K -502 -6%
CIC
450
Carnegie Investment Counsel
Ohio
$698K -$39.3K -500 -6%
16 17
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