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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
451
Scotia Capital
Ontario, Canada
$385K +$5.77K +95 +2%
TC
452
TwinBeech Capital
New York
$385K +$361K +5,952 New
FTDI
453
First Trust Direct Indexing
Massachusetts
$384K +$361K +5,942 New
WA
454
Wambolt & Associates
Colorado
$379K +$63K +1,038 +22%
IA
455
IndexIQ Advisors
New York
$377K +$166K +2,729 +88%
WANY
456
Wealthspire Advisors (New York)
New York
$374K +$352K +5,792 New
CI
457
Conning Inc
Connecticut
$372K -$11.5K -189 -3%
IEFM
458
IQ EQ Fund Management
Ireland
$368K – – –
TBA
459
Tower Bridge Advisors
Pennsylvania
$359K +$337K +5,550 New
CFGS
460
Concourse Financial Group Securities
Alabama
$358K -$13K -214 -4%
ACS
461
Archford Capital Strategies
Illinois
$350K +$16K +263 +5%
TSS
462
Two Sigma Securities
New York
$344K +$323K +5,316 New
OCM
463
Orion Capital Management
California
$342K +$321K +5,290 New
FMII
464
Farmers & Merchants Investments Inc
Nebraska
$337K – – –
AA
465
AlphaMark Advisors
Kentucky
$327K -$382K -6,297 -55%
LFAS
466
Level Four Advisory Services
Texas
$327K -$3.58K -59 -1%
GRP
467
Global Retirement Partners
California
$324K -$1.03K -17 -0.3%
MIM
468
Moseley Investment Management
Florida
$320K -$17.2K -284 -5%
WRM
469
Weybosset Research & Management
Rhode Island
$313K -$12.1K -200 -4%
UH
470
Unigestion Holding
Switzerland
$311K -$1.52M -25,124 -84%
GA
471
GoalVest Advisory
New York
$310K +$291K +4,790 New
PAMP
472
Polar Asset Management Partners
Ontario, Canada
$307K +$288K +4,753 New
LC
473
LCNB Corp
Ohio
$306K – – –
AWA
474
ARS Wealth Advisors
Florida
$304K – – –
CFB
475
Cullen/Frost Bankers
Texas
$302K +$1.76K +29 +0.6%
17 18
19
20 21