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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
551
Kingsview Wealth Management
Oregon
$336K -$23.4K -270 -7%
MC
552
Moors & Cabot
Massachusetts
$332K +$7.99K +92 +3%
SIM
553
Sentry Investment Management
Wisconsin
$330K -$50.2K -578 -14%
VFA
554
Valeo Financial Advisors
Indiana
$330K +$15K +173 +5%
SG
555
Stonnington Group
California
$329K +$17.4K +200 +6%
SW
556
SVB Wealth
Massachusetts
$326K +$3.47K +40 +1%
APP
557
Alpha Paradigm Partners
Illinois
$325K -$211K -2,429 -42%
CGL
558
Clarius Group LLC
Washington
$322K – – –
9WM
559
9258 Wealth Management
Ohio
$320K -$75.7K -872 -21%
RWA
560
Redhawk Wealth Advisors
Minnesota
$320K +$289K +3,326 New
LWAM
561
Legacy Wealth Asset Management
Minnesota
$319K +$11.3K +130 +4%
QCG
562
Quadrant Capital Group
Ohio
$316K +$18.2K +210 +7%
FIBT
563
First International Bank & Trust
North Dakota
$316K +$286K +3,290 New
DC
564
Davenport & Co
Virginia
$313K -$8.77K -101 -3%
BHA
565
Beech Hill Advisors
New York
$312K -$43.4K -500 -13%
RC
566
RegentAtlantic Capital
New Jersey
$308K -$23.4K -270 -8%
PCP
567
Proficio Capital Partners
Massachusetts
$307K +$12K +138 +5%
HT
568
Heritage Trust
Oklahoma
$306K +$276K +3,182 New
FAFN
569
First Affirmative Financial Network
Colorado
$304K -$1.22K -14 -0.4%
GCP
570
GSA Capital Partners
United Kingdom
$302K +$273K +3,142 New
OTL
571
Oak Thistle LLC
New York
$301K +$272K +3,135 New
APA
572
American Portfolios Advisors
New York
$301K -$87 -1 -0%
PCMC
573
Private Capital Management (Colorado)
Colorado
$300K +$271K +3,119 New
VHAM
574
Van Hulzen Asset Management
California
$298K – – –
HKIMG
575
Hutchens & Kramer Investment Management Group
Indiana
$296K – – –
21 22
23
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