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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
EH
551
Equitable Holdings
New York
$265K +$4.39K +57 +2%
BHA
552
Beech Hill Advisors
New York
$263K – – –
EFG
553
Everhart Financial Group
Ohio
$262K +$29.7K +386 +14%
SCM
554
Shelton Capital Management
Colorado
$258K – – –
CW
555
CreativeOne Wealth
Kansas
$258K +$12.6K +164 +5%
BIP
556
Blueprint Investment Partners
North Carolina
$257K -$30.6K -397 -11%
PWMG
557
Pinnacle Wealth Management Group
Michigan
$256K – – –
PCS
558
Personal CFO Solutions
New Jersey
$255K -$46.5K -603 -16%
PP
559
PDS Planning
Ohio
$254K +$242K +3,145 New
FAG
560
Fortitude Advisory Group
Washington
$252K -$124K -1,610 -34%
IFG
561
Independent Financial Group
California
$252K -$45.8K -595 -16%
JWCA
562
J.W. Cole Advisors
Florida
$251K -$2.08K -27 -0.9%
GVAG
563
Great Valley Advisor Group
Delaware
$250K +$3.77K +49 +2%
CA
564
CoreCap Advisors
Michigan
$250K +$238K +3,090 New
WTC
565
WhitTier Trust Company
Nevada
$247K – – –
SIM
566
Sentry Investment Management
Wisconsin
$246K +$234K +3,040 New
ONB
567
Old National Bancorp
Indiana
$246K +$234K +3,037 New
PP
568
Paloma Partners
Connecticut
$244K +$232K +3,016 New
DAC
569
Dividend Assets Capital
South Carolina
$243K – – –
BJL
570
Brighton Jones LLC
Washington
$240K +$228K +2,962 New
RCAG
571
Rehmann Capital Advisory Group
Michigan
$239K -$28.6K -371 -11%
CI
572
CX Institutional
Indiana
$237K +$225K +2,924 New
VHAM
573
Van Hulzen Asset Management
California
$235K – – –
BC
574
Bowman & Company
Wisconsin
$234K -$73K -948 -25%
FNBT
575
FineMark National Bank & Trust
Florida
$233K +$222K +2,877 New
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