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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
551
Allred Capital Management
Texas
$344K +$150 +2 +0%
EWA
552
ERTS Wealth Advisors
Michigan
$343K -$62.6K -835 -16%
MC
553
Moors & Cabot
Massachusetts
$343K +$15.2K +203 +5%
WPP
554
Whalerock Point Partners
Rhode Island
$336K +$80.3K +1,070 +33%
HIS
555
Harvest Investment Services
Illinois
$335K +$9.6K +128 +3%
B
556
Bailard
California
$333K – – –
KP
557
Keel Point
Alabama
$333K +$322K +4,286 New
IHL
558
Investment House LLC
California
$330K – – –
CTA
559
Colonial Trust Advisors
South Carolina
$330K +$33.8K +450 +12%
LOAME
560
Lombard Odier Asset Management (Europe)
United Kingdom
$327K – – –
JSL
561
JT Stratford LLC
Georgia
$324K +$313K +4,175 New
CWM
562
Campbell Wealth Management
Virginia
$322K – – –
NL
563
NWAM LLC
Washington
$318K -$55.4K -738 -15%
BG
564
Bahl & Gaynor
Ohio
$317K -$75K -1,000 -20%
DCM
565
Donaldson Capital Management
Indiana
$317K -$8.55K -114 -3%
SRSA
566
S.R. Schill & Associates
Washington
$317K – – –
IIM
567
Ipswich Investment Management
Massachusetts
$315K – – –
WS
568
Wedbush Securities
California
$315K +$304K +4,055 New
FPS
569
Fieldpoint Private Securities
Connecticut
$314K -$95.6K -1,275 -24%
ANRIA
570
American National Registered Investment Advisor
Texas
$314K – – –
BAS
571
Brown Advisory Securities
Maryland
$312K -$187K -2,491 -38%
GT
572
Glenview Trust
Kentucky
$312K – – –
CG
573
CFO4Life Group
Texas
$309K +$39.8K +530 +15%
ACG
574
Allen Capital Group
Nebraska
$302K -$21.8K -290 -7%
GHAM
575
Gilman Hill Asset Management
Connecticut
$297K +$10.8K +144 +4%
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