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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
476
Global Retirement Partners
California
$277K +$12.1K +220 +5%
B
477
Barings
North Carolina
$274K +$273K +4,974 New
CNC
478
Canandaigua National Corp
New York
$269K -$5.99K -109 -2%
WPP
479
Whalerock Point Partners
Rhode Island
$269K -$356K -6,487 -96%
V
480
Veritable
Delaware
$266K -$161K -2,925 -38%
WA
481
Wambolt & Associates
Colorado
$266K +$265K +4,822 New
SWP
482
Stratos Wealth Partners
Ohio
$265K -$152K -2,773 -37%
DILIC
483
Dai-ichi Life Insurance Company
Japan
$264K -$1.51M -27,563 -85%
GT
484
Glenmede Trust
Pennsylvania
$262K -$64K -1,165 -20%
LC
485
LCNB Corp
Ohio
$261K – – –
PFBT
486
Parkside Financial Bank & Trust
Missouri
$259K -$87.9K -1,600 -25%
AWA
487
ARS Wealth Advisors
Florida
$259K – – –
CFB
488
Cullen/Frost Bankers
Texas
$256K -$95.3K -1,735 -27%
9WM
489
9258 Wealth Management
Ohio
$255K -$7.63K -139 -3%
KWM
490
Kingsview Wealth Management
Oregon
$252K -$143K -2,598 -36%
MAM
491
Meeder Asset Management
Ohio
$245K +$201K +3,654 +458%
RC
492
RegentAtlantic Capital
New Jersey
$242K +$242K +4,410 New
APA
493
American Portfolios Advisors
New York
$240K -$47.2K -860 -16%
HIS
494
Harvest Investment Services
Illinois
$239K -$4.67K -85 -2%
IWM
495
IHT Wealth Management
Illinois
$238K -$10.2K -185 -4%
CCB
496
Cutter & Co Brokerage
Missouri
$237K -$9.88K -180 -4%
DBRC
497
D.B. Root & Company
Pennsylvania
$237K +$988 +18 +0.4%
BG
498
Bollard Group
Massachusetts
$235K – – –
LS
499
Livforsakringsbolaget Skandia
Sweden
$234K – – –
GLA
500
Good Life Advisors
Pennsylvania
$233K +$16.1K +294 +7%
18 19
20
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