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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
551
Edgestream Partners
New Jersey
$264K -$512K -7,964 -66%
ASN
552
Advisory Services Network
Georgia
$261K +$9.96K +155 +4%
MC
553
Moors & Cabot
Massachusetts
$261K – – –
GT
554
Glenmede Trust
Pennsylvania
$254K -$43.2K -672 -15%
DP
555
Dearborn Partners
Illinois
$253K -$1.16K -18 -0.5%
SPC
556
Sigma Planning Corp
Michigan
$252K -$204K -3,174 -45%
WDA
557
Wendell David Associates
New Hampshire
$252K – – –
BC
558
Bowman & Company
Wisconsin
$251K +$14.1K +219 +6%
SEP
559
Southland Equity Partners
Missouri
$250K +$3.79K +59 +2%
SWA
560
SFMG Wealth Advisors
Texas
$249K – – –
PWMG
561
Pinnacle Wealth Management Group
Michigan
$248K -$41.1K -640 -14%
WPP
562
Whalerock Point Partners
Rhode Island
$241K – – –
TW
563
TrinityPoint Wealth
Connecticut
$236K -$46.5K -724 -17%
NFG
564
Nations Financial Group
Iowa
$233K +$228K +3,554 New
CFGS
565
Concourse Financial Group Securities
Alabama
$232K -$21.3K -332 -9%
MFWP
566
Mosaic Family Wealth Partners
Missouri
$229K +$225K +3,500 New
LWAM
567
Legacy Wealth Asset Management
Minnesota
$229K +$3.66K +57 +2%
CCG
568
Cypress Capital Group
Florida
$227K +$223K +3,462 New
EA
569
Eudaimonia Advisors
Tennessee
$223K – – –
PWPS
570
Pinnacle Wealth Planning Services
Ohio
$223K +$219K +3,404 New
BWL
571
Bogart Wealth LLC
Virginia
$222K – – –
SVWAG
572
Sound View Wealth Advisors Group
Georgia
$214K +$153K +2,376 New
BHA
573
Beech Hill Advisors
New York
$213K – – –
JWCA
574
J.W. Cole Advisors
Florida
$207K +$203K +3,153 New
LOAMS
575
Lombard Odier Asset Management (Switzerland)
Switzerland
$206K +$202K +3,149 New
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