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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
501
Good Life Advisors
Pennsylvania
$313K +$5.8K +80 +2%
AC
502
AlphaCore Capital
California
$309K +$3.63K +50 +1%
IAS
503
Investment Advisory Services
Texas
$309K -$4.06K -56 -1%
WRM
504
Weybosset Research & Management
Rhode Island
$308K +$10.9K +150 +4%
AA
505
AlphaMark Advisors
Kentucky
$303K +$307K +4,230 New
CHA
506
Carmichael Hill & Associates
Maryland
$297K – – –
FAT
507
First American Trust
California
$296K – – –
HKIMG
508
Hutchens & Kramer Investment Management Group
Indiana
$294K -$39.5K -545 -12%
VWA
509
Visionary Wealth Advisors
Illinois
$292K -$12.7K -175 -4%
SFI
510
Siemens Fonds Invest
Germany
$289K -$3.84K -53 -1%
MC
511
Moors & Cabot
Massachusetts
$285K – – –
CFCI
512
Comprehensive Financial Consultants Institutional
Indiana
$285K – – –
FLPIM
513
F.L. Putnam Investment Management
Massachusetts
$284K -$10.9K -150 -4%
SWA
514
SFMG Wealth Advisors
Texas
$280K +$7.83K +108 +3%
ASN
515
Advisory Services Network
Georgia
$279K -$6.96K -96 -2%
DP
516
Dearborn Partners
Illinois
$277K – – –
WDA
517
Wendell David Associates
New Hampshire
$276K – – –
BC
518
Bowman & Company
Wisconsin
$275K +$145 +2 +0.1%
SEP
519
Southland Equity Partners
Missouri
$275K +$1.45K +20 +0.5%
WPP
520
Whalerock Point Partners
Rhode Island
$275K +$10.9K +150 +4%
SWP
521
Stratos Wealth Partners
Ohio
$274K -$24.7K -341 -8%
MGIM
522
M&G Investment Management
United Kingdom
$272K -$33.3K -459 -11%
PCIA
523
Prime Capital Investment Advisors
Kansas
$271K +$274K +3,782 New
SW
524
SVB Wealth
Massachusetts
$271K -$158K -2,180 -37%
PCS
525
Personal CFO Solutions
New Jersey
$269K -$32.6K -449 -11%
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21
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