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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
451
Values First Advisors
Tennessee
$346K +$63K +1,147 +22%
AII
452
AGF Investments Inc
Ontario, Canada
$336K -$750K -13,664 -69%
ASN
453
Advisory Services Network
Georgia
$336K -$114K -2,076 -25%
IA
454
IFG Advisory
Georgia
$332K -$46K -837 -12%
VVP
455
Venture Visionary Partners
Ohio
$331K +$1.7K +31 +0.5%
CI
456
Conning Inc
Connecticut
$327K +$8.24K +150 +3%
SC
457
Scotia Capital
Ontario, Canada
$323K -$140K -2,557 -30%
KFS
458
Kurt F. Somerville
$323K +$5.49K +100 +2%
AG
459
AlphaSimPlex Group
Massachusetts
$320K +$319K +5,803 New
SBA
460
Secrest Blakey & Associates
North Carolina
$318K -$510K -9,294 -62%
CFGS
461
Concourse Financial Group Securities
Alabama
$317K +$30.6K +558 +11%
RMCM
462
Reynders McVeigh Capital Management
Massachusetts
$314K -$41.2K -750 -12%
IEFM
463
IQ EQ Fund Management
Ireland
$313K – – –
MGWM
464
Marks Group Wealth Management
Minnesota
$313K +$7.03K +128 +2%
ACA
465
Anchor Capital Advisors
Massachusetts
$308K -$1.65K -30 -0.5%
HAG
466
HighPoint Advisor Group
Illinois
$308K +$494 +9 +0.2%
WAM
467
Wealthspire Advisors (Maryland)
Maryland
$299K +$298K +5,429 New
IA
468
IFP Advisors
Florida
$294K -$11K -201 -4%
ACS
469
Archford Capital Strategies
Illinois
$293K -$16.6K -302 -5%
DCM
470
Donaldson Capital Management
Indiana
$292K +$16.6K +303 +6%
AI
471
Atom Investors
Texas
$290K -$152K -2,768 -34%
MIM
472
Moseley Investment Management
Florida
$289K -$133K -2,414 -32%
FMII
473
Farmers & Merchants Investments Inc
Nebraska
$287K +$384 +7 +0.1%
LFAS
474
Level Four Advisory Services
Texas
$282K -$6.59K -120 -2%
WRM
475
Weybosset Research & Management
Rhode Island
$278K +$277K +5,050 New
17 18
19
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