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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PMA
526
Prudent Man Advisors
Illinois
$303K +$35.1K +546 +13%
OCM
527
Orion Capital Management
California
$301K -$45K -700 -13%
GTCM
528
Gyon Technologies Capital Management
New Jersey
$298K +$292K +4,549 New
OWP
529
Obermeyer Wealth Partners
Colorado
$294K – – –
JIC
530
Joel Isaacson & Co
New York
$288K -$3.21K -50 -1%
MOS
531
MGO One Seven
Ohio
$287K +$28.5K +443 +11%
CFCI
532
Comprehensive Financial Consultants Institutional
Indiana
$286K – – –
BFEC
533
Benjamin F. Edwards & Company
Missouri
$286K +$49K +762 +21%
IAS
534
Investment Advisory Services
Texas
$282K -$54.5K -848 -16%
GLA
535
Good Life Advisors
Pennsylvania
$281K +$3.34K +52 +1%
OPS
536
Orion Portfolio Solutions
Nebraska
$280K +$14K +218 +5%
AAS
537
Ameritas Advisory Services
Nebraska
$280K +$274K +4,266 New
MGIM
538
M&G Investment Management
United Kingdom
$279K -$19.6K -305 -7%
AC
539
AlphaCore Capital
California
$279K +$274K +4,260 New
VWA
540
Visionary Wealth Advisors
Illinois
$278K -$3.86K -60 -1%
PCS
541
Personal CFO Solutions
New Jersey
$276K +$24.8K +385 +10%
SWP
542
Stratos Wealth Partners
Ohio
$273K -$3.99K -62 -1%
FCM
543
FJ Capital Management
Virginia
$273K +$267K +4,159 New
WRM
544
Weybosset Research & Management
Rhode Island
$272K – – –
CHA
545
Carmichael Hill & Associates
Maryland
$271K – – –
EWA
546
EP Wealth Advisors
California
$271K +$266K +4,131 New
FAT
547
First American Trust
California
$270K -$27.5K -427 -9%
FLPIM
548
F.L. Putnam Investment Management
Massachusetts
$270K -$12.2K -189 -4%
PFO
549
Pathstone Family Office
New Jersey
$269K +$364K +5,655 +121%
SFI
550
Siemens Fonds Invest
Germany
$268K -$31.2K -486 -11%
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