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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
551
Prelude Capital Management
New York
$255K +$250K +3,678 New
KFC
552
Klingenstein Fields & Co
New York
$248K -$18.8K -277 -7%
SEM
553
Suncoast Equity Management
Florida
$246K – – –
CCB
554
Cutter & Co Brokerage
Missouri
$239K -$81K -1,190 -26%
CG
555
CFO4Life Group
Texas
$239K +$9.46K +139 +4%
EFS
556
Essex Financial Services
Connecticut
$234K -$6.8K -100 -3%
BHWM
557
Bay Harbor Wealth Management
Maryland
$234K +$229K +3,368 New
QT
558
Quantamental Technologies
New York
$234K +$229K +3,372 New
LS
559
Livforsakringsbolaget Skandia
Sweden
$232K – – –
AWM
560
Alterna Wealth Management
Texas
$232K +$211K +3,097 New
BP
561
Ballentine Partners
Massachusetts
$232K +$228K +3,349 New
RCAG
562
Rehmann Capital Advisory Group
Michigan
$231K -$1.5K -22 -0.7%
SFG
563
Summit Financial Group
West Virginia
$231K – – –
BI
564
Ballast Inc
Kentucky
$230K -$49.3K -724 -18%
RWA
565
Redhawk Wealth Advisors
Minnesota
$229K +$201K +2,960 New
PFS
566
Prospera Financial Services
Texas
$229K +$225K +3,311 New
GLA
567
Good Life Advisors
Pennsylvania
$228K +$223K +3,278 New
WPP
568
Whalerock Point Partners
Rhode Island
$226K -$40.8K -600 -16%
CWS
569
Cypress Wealth Services
California
$225K +$1.29K +19 +0.6%
SWP
570
Strategic Wealth Partners
Ohio
$223K -$11.6K -171 -5%
S
571
SignatureFD
Georgia
$223K +$17.7K +260 +9%
FHC
572
First Heartland Consultants
Missouri
$220K -$27.8K -408 -11%
GVAG
573
Great Valley Advisor Group
Delaware
$220K +$215K +3,166 New
BTNA
574
Bremer Trust National Association
Minnesota
$219K -$1.77K -26 -0.8%
RCA
575
Rowland Carmichael Advisors
Arizona
$218K -$51K -750 -19%
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