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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
501
Leavell Investment Management
Alabama
$338K -$4.97K -70 -2%
WS
502
Wedbush Securities
California
$337K -$29.4K -414 -9%
GVT
503
Genesee Valley Trust
New York
$337K +$7.1K +100 +2%
GWM
504
Geneos Wealth Management
Colorado
$331K -$28.1K -396 -8%
DWT
505
Dorsey & Whitney Trust
South Dakota
$330K – – –
LNWWM
506
Laird Norton Wetherby Wealth Management
California
$321K +$14.4K +203 +5%
LA
507
LVW Advisors
New York
$317K – – –
ADBIC
508
A.D. Beadell Investment Counsel
Wisconsin
$316K – – –
SRSA
509
S.R. Schill & Associates
Washington
$311K – – –
RIA
510
Regal Investment Advisors
Michigan
$311K +$290K +4,079 New
F
511
Filament
Washington
$310K -$1.44M -20,326 -83%
ARMT
512
Amica Retiree Medical Trust
Rhode Island
$309K -$47.9K -675 -14%
FCBT
513
First Citizens Bank & Trust
North Carolina
$307K -$20K -281 -7%
HFS
514
HL Financial Services
Kentucky
$307K -$6.11K -86 -2%
WA
515
WFG Advisors
Texas
$306K -$43.1K -607 -13%
TW
516
Transform Wealth
Colorado
$305K +$284K +4,005 New
OWD
517
Osborn Williams & Donohoe
Ohio
$303K – – –
SMC
518
Smith, Moore & Co
Missouri
$300K +$280K +3,936 New
QI
519
Quotient Investors
New York
$297K – – –
WAM
520
Wealthspire Advisors (Maryland)
Maryland
$295K +$16.1K +227 +6%
BCMO
521
Buckingham Capital Management (Ohio)
Ohio
$283K -$115K -1,625 -30%
C
522
CFO4Life
Texas
$281K +$262K +3,691 New
EWM
523
Evermay Wealth Management
Virginia
$278K -$24.6K -346 -9%
WCM
524
Windward Capital Management
California
$278K +$7.03K +99 +3%
HAM
525
Highstreet Asset Management
Ontario, Canada
$274K -$60.9K -857 -19%
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