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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
551
Summit Financial Group
West Virginia
$293K +$286K +3,915 New
TW
552
Transform Wealth
Colorado
$290K -$3.65K -50 -1%
TMAM
553
Tokio Marine Asset Management
Japan
$288K -$108K -1,473 -28%
GLA
554
Good Life Advisors
Pennsylvania
$288K -$26.9K -368 -9%
GT
555
Glenview Trust
Kentucky
$283K -$13.2K -181 -5%
AT
556
Argent Trust
Texas
$281K -$731 -10 -0.3%
AIA
557
Allegis Investment Advisors
Idaho
$280K +$273K +3,741 New
CSS
558
Cubist Systematic Strategies
Connecticut
$277K -$53.5K -732 -17%
TNB
559
Thomasville National Bank
Georgia
$277K -$15.1K -206 -5%
CCA
560
Checchi Capital Advisers
California
$274K -$41.2K -563 -13%
OIA
561
Optimum Investment Advisors
Illinois
$273K – – –
NFG
562
Next Financial Group
Texas
$270K +$4.02K +55 +2%
IH
563
IFC Holdings
Florida
$269K +$12.3K +168 +5%
WC
564
Whitnell & Co
Illinois
$263K – – –
PL
565
Perpetual Ltd
Australia
$262K – – –
TNBTD
566
Trustmark National Bank Trust Department
Mississippi
$262K – – –
CFD
567
Creative Financial Designs
Indiana
$258K -$19.7K -269 -7%
PCMC
568
Paragon Capital Management (Colorado)
Colorado
$257K +$17.7K +242 +8%
OWD
569
Osborn Williams & Donohoe
Ohio
$256K -$29.2K -400 -10%
AFP
570
Ausdal Financial Partners
Iowa
$255K +$25.4K +347 +11%
MC
571
Moors & Cabot
Massachusetts
$253K -$14.5K -199 -6%
BA
572
Boston Advisors
Massachusetts
$252K – – –
BWM
573
BerganKDV Wealth Management
Minnesota
$250K -$72.8K -996 -23%
WA
574
Waverly Advisors
Alabama
$249K -$2.63K -36 -1%
NDSI
575
Newman Dignan & Sheerar Inc
Rhode Island
$247K -$6.43K -88 -3%
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