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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
476
Davenport & Co
Virginia
$400K +$24K +431 +7%
ACS
477
Archford Capital Strategies
Illinois
$398K +$353K +6,343 New
ANRIA
478
American National Registered Investment Advisor
Texas
$397K – – –
FHA
479
Flagship Harbor Advisors
Massachusetts
$394K +$351K +6,299 New
BC
480
Brinker Capital
Pennsylvania
$392K +$56.1K +1,007 +19%
AAM
481
Advisors Asset Management
Colorado
$390K -$360K -6,452 -51%
LFAS
482
Level Four Advisory Services
Texas
$389K -$232K -4,164 -40%
WAM
483
Wealthspire Advisors (Maryland)
Maryland
$386K – – –
CEP
484
Chicago Equity Partners
Illinois
$378K -$5.01K -90 -1%
KFA
485
Kelleher Financial Advisors
New York
$369K +$111 +2 +0%
RFC
486
Regions Financial Corp
Alabama
$368K -$18.2K -326 -5%
VCM
487
Virtue Capital Management
Tennessee
$363K -$35.3K -634 -10%
CS
488
Comerica Securities
Michigan
$360K +$2.73K +49 +0.9%
WAP
489
Wealthcare Advisory Partners
Pennsylvania
$357K -$4.51K -81 -1%
WSCM
490
Wellington Shields Capital Management
New York
$357K – – –
IWM
491
IHT Wealth Management
Illinois
$354K +$24.8K +445 +9%
LS
492
Livforsakringsbolaget Skandia
Sweden
$348K – – –
CPIA
493
Cornell Pochily Investment Advisors
New York
$348K +$15.5K +279 +5%
AIM
494
Anchor Investment Management
South Carolina
$345K – – –
V
495
Veritable
Delaware
$339K +$301K +5,405 New
FPS
496
Fieldpoint Private Securities
Connecticut
$334K +$286K +5,125 +2,537%
KSA
497
Ken Stern & Associates
California
$333K +$20.8K +374 +8%
APA
498
American Portfolios Advisors
New York
$332K +$261K +4,689 +772%
WP
499
WealthPLAN Partners
Nebraska
$330K -$12.5K -225 -4%
MNBTD
500
Moody National Bank Trust Division
Texas
$325K – – –
18 19
20
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