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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
501
WealthPLAN Partners
Nebraska
$330K -$12.5K -225 -4%
MNBTD
502
Moody National Bank Trust Division
Texas
$325K – – –
BFC
503
Blue Fin Capital
Rhode Island
$324K – – –
HIC
504
Holderness Investments Company
North Carolina
$324K +$3.06K +55 +1%
DCM
505
Donaldson Capital Management
Indiana
$323K -$595K -10,675 -67%
PCMC
506
Paragon Capital Management (Colorado)
Colorado
$323K -$7.19K -129 -2%
DWT
507
Dorsey & Whitney Trust
South Dakota
$323K +$18.9K +340 +7%
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$322K +$892 +16 +0.3%
IA
509
IFG Advisory
Georgia
$320K -$7.47K -134 -3%
EWF
510
Epstein & White Financial
California
$319K -$28.4K -510 -9%
PI
511
PineBridge Investments
New York
$313K -$328K -5,878 -54%
BAS
512
Brown Advisory Securities
Maryland
$313K -$43.2K -775 -13%
CF
513
Centaurus Financial
California
$304K +$270K +4,849 New
BFG
514
Beacon Financial Group
Texas
$303K -$27.9K -500 -9%
NL
515
NWAM LLC
Washington
$301K – – –
WB
516
Webster Bank
Connecticut
$301K – – –
LAIC
517
Lederer & Associates Investment Counsel
California
$296K -$50.4K -905 -16%
CHA
518
Carmichael Hill & Associates
Maryland
$295K – – –
DBRC
519
D.B. Root & Company
Pennsylvania
$295K +$262K +4,710 New
BCM
520
Brookstone Capital Management
Illinois
$294K -$14.8K -266 -5%
BRWA
521
B. Riley Wealth Advisors
Florida
$291K +$257K +4,618 New
BJL
522
Brighton Jones LLC
Washington
$289K -$3.18K -57 -1%
ONB
523
Old National Bancorp
Indiana
$288K -$78.6K -1,410 -23%
CMBA
524
C.M. Bidwell & Associates
Hawaii
$288K +$256K +4,595 New
AT
525
Arden Trust
Delaware
$287K -$367K -6,581 -59%
19 20
21
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