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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
501
Glenmede Trust
Pennsylvania
$319K +$41.9K +577 +15%
JIC
502
Joel Isaacson & Co
New York
$315K – – –
GLA
503
Good Life Advisors
Pennsylvania
$313K +$5.8K +80 +2%
AC
504
AlphaCore Capital
California
$309K +$3.63K +50 +1%
IAS
505
Investment Advisory Services
Texas
$309K -$4.06K -56 -1%
WRM
506
Weybosset Research & Management
Rhode Island
$308K +$10.9K +150 +4%
AA
507
AlphaMark Advisors
Kentucky
$303K +$307K +4,230 New
CHA
508
Carmichael Hill & Associates
Maryland
$297K – – –
FAT
509
First American Trust
California
$296K – – –
HKIMG
510
Hutchens & Kramer Investment Management Group
Indiana
$294K -$39.5K -545 -12%
VWA
511
Visionary Wealth Advisors
Illinois
$292K -$12.7K -175 -4%
SFI
512
Siemens Fonds Invest
Germany
$289K -$3.84K -53 -1%
MC
513
Moors & Cabot
Massachusetts
$285K – – –
CFCI
514
Comprehensive Financial Consultants Institutional
Indiana
$285K – – –
FLPIM
515
F.L. Putnam Investment Management
Massachusetts
$284K -$10.9K -150 -4%
SWA
516
SFMG Wealth Advisors
Texas
$280K +$7.83K +108 +3%
ASN
517
Advisory Services Network
Georgia
$279K -$6.96K -96 -2%
DP
518
Dearborn Partners
Illinois
$277K – – –
WDA
519
Wendell David Associates
New Hampshire
$276K – – –
BC
520
Bowman & Company
Wisconsin
$275K +$145 +2 +0.1%
SEP
521
Southland Equity Partners
Missouri
$275K +$1.45K +20 +0.5%
WPP
522
Whalerock Point Partners
Rhode Island
$275K +$10.9K +150 +4%
SWP
523
Stratos Wealth Partners
Ohio
$274K -$24.7K -341 -8%
MGIM
524
M&G Investment Management
United Kingdom
$272K -$33.3K -459 -11%
PCIA
525
Prime Capital Investment Advisors
Kansas
$271K +$274K +3,782 New
19 20
21
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