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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GXMC
501
Global X Management Company
New York
$343K +$201K +2,837 +171%
BJL
502
Brighton Jones LLC
Washington
$340K -$497 -7 -0.2%
TAM
503
Trillium Asset Management
Massachusetts
$340K – – –
LIM
504
Leavell Investment Management
Alabama
$338K -$4.97K -70 -2%
WS
505
Wedbush Securities
California
$337K -$29.4K -414 -9%
GVT
506
Genesee Valley Trust
New York
$337K +$7.1K +100 +2%
GWM
507
Geneos Wealth Management
Colorado
$331K -$28.1K -396 -8%
DWT
508
Dorsey & Whitney Trust
South Dakota
$330K – – –
LNWWM
509
Laird Norton Wetherby Wealth Management
California
$321K +$14.4K +203 +5%
LA
510
LVW Advisors
New York
$317K – – –
ADBIC
511
A.D. Beadell Investment Counsel
Wisconsin
$316K – – –
SRSA
512
S.R. Schill & Associates
Washington
$311K – – –
RIA
513
Regal Investment Advisors
Michigan
$311K +$290K +4,079 New
F
514
Filament
Washington
$310K -$1.44M -20,326 -83%
ARMT
515
Amica Retiree Medical Trust
Rhode Island
$309K -$47.9K -675 -14%
FCBT
516
First Citizens Bank & Trust
North Carolina
$307K -$20K -281 -7%
HFS
517
HL Financial Services
Kentucky
$307K -$6.11K -86 -2%
WA
518
WFG Advisors
Texas
$306K -$43.1K -607 -13%
TW
519
Transform Wealth
Colorado
$305K +$284K +4,005 New
OWD
520
Osborn Williams & Donohoe
Ohio
$303K – – –
SMC
521
Smith, Moore & Co
Missouri
$300K +$280K +3,936 New
QI
522
Quotient Investors
New York
$297K – – –
WAM
523
Wealthspire Advisors (Maryland)
Maryland
$295K +$16.1K +227 +6%
BCMO
524
Buckingham Capital Management (Ohio)
Ohio
$283K -$115K -1,625 -30%
C
525
CFO4Life
Texas
$281K +$262K +3,691 New
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