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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GTCM
526
Gyon Technologies Capital Management
New Jersey
$298K +$292K +4,549 New
OWP
527
Obermeyer Wealth Partners
Colorado
$294K – – –
JIC
528
Joel Isaacson & Co
New York
$288K -$3.21K -50 -1%
MOS
529
MGO One Seven
Ohio
$287K +$28.5K +443 +11%
CFCI
530
Comprehensive Financial Consultants Institutional
Indiana
$286K – – –
BFEC
531
Benjamin F. Edwards & Company
Missouri
$286K +$49K +762 +21%
IAS
532
Investment Advisory Services
Texas
$282K -$54.5K -848 -16%
GLA
533
Good Life Advisors
Pennsylvania
$281K +$3.34K +52 +1%
OPS
534
Orion Portfolio Solutions
Nebraska
$280K +$14K +218 +5%
AAS
535
Ameritas Advisory Services
Nebraska
$280K +$274K +4,266 New
MGIM
536
M&G Investment Management
United Kingdom
$279K -$19.6K -305 -7%
AC
537
AlphaCore Capital
California
$279K +$274K +4,260 New
VWA
538
Visionary Wealth Advisors
Illinois
$278K -$3.86K -60 -1%
PCS
539
Personal CFO Solutions
New Jersey
$276K +$24.8K +385 +10%
SWP
540
Stratos Wealth Partners
Ohio
$273K -$3.99K -62 -1%
FCM
541
FJ Capital Management
Virginia
$273K +$267K +4,159 New
WRM
542
Weybosset Research & Management
Rhode Island
$272K – – –
CHA
543
Carmichael Hill & Associates
Maryland
$271K – – –
EWA
544
EP Wealth Advisors
California
$271K +$266K +4,131 New
FAT
545
First American Trust
California
$270K -$27.5K -427 -9%
FLPIM
546
F.L. Putnam Investment Management
Massachusetts
$270K -$12.2K -189 -4%
SFI
547
Siemens Fonds Invest
Germany
$268K -$31.2K -486 -11%
EP
548
Edgestream Partners
New Jersey
$264K -$512K -7,964 -66%
ASN
549
Advisory Services Network
Georgia
$261K +$9.96K +155 +4%
MC
550
Moors & Cabot
Massachusetts
$261K – – –
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