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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
501
Capital Investment Advisory Services
North Carolina
$324K +$336K +5,953 New
KFA
502
Kelleher Financial Advisors
New York
$320K +$333K +5,891 New
EWF
503
Epstein & White Financial
California
$319K +$58.8K +1,042 +22%
VIA
504
Vident Investment Advisory
Georgia
$318K +$342K +6,056 New
BAS
505
Brown Advisory Securities
Maryland
$315K -$847 -15 -0.3%
WAP
506
Wealthcare Advisory Partners
Pennsylvania
$315K +$28.5K +504 +10%
WAM
507
Wealthspire Advisors (Maryland)
Maryland
$311K -$351K -6,219 Closed
WSCM
508
Wellington Shields Capital Management
New York
$310K -$42.3K -750 -12%
CS
509
Comerica Securities
Michigan
$310K -$3.16K -56 -1%
CNBT
510
Canandaigua National Bank & Trust
New York
$307K +$318K +5,635 New
LAIC
511
Lederer & Associates Investment Counsel
California
$306K +$14.4K +255 +5%
LS
512
Livforsakringsbolaget Skandia
Sweden
$302K – – –
AIM
513
Anchor Investment Management
South Carolina
$299K +$288K +5,100 +1,275%
WP
514
WealthPLAN Partners
Nebraska
$298K +$310K +5,490 New
BFG
515
Beacon Financial Group
Texas
$290K +$301K +5,327 New
CAG
516
Csenge Advisory Group
Florida
$288K +$52.3K +926 +21%
PCMC
517
Paragon Capital Management (Colorado)
Colorado
$288K +$299K +5,288 New
CPIA
518
Cornell Pochily Investment Advisors
New York
$287K +$14.9K +264 +5%
BC
519
Brinker Capital
Pennsylvania
$286K +$22.3K +395 +8%
RCA
520
Rowland Carmichael Advisors
Arizona
$285K – – –
IA
521
IFG Advisory
Georgia
$285K +$39.4K +697 +15%
GVT
522
Genesee Valley Trust
New York
$283K +$14.7K +260 +5%
MNBTD
523
Moody National Bank Trust Division
Texas
$282K – – –
BFC
524
Blue Fin Capital
Rhode Island
$281K -$5.65K -100 -2%
IWM
525
IHT Wealth Management
Illinois
$281K +$185K +3,273 +170%
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