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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
576
Csenge Advisory Group
Florida
$279K +$48.1K +716 +20%
CHA
577
Carmichael Hill & Associates
Maryland
$278K +$293K +4,359 New
GEA
578
Glen Eagle Advisors
New Jersey
$273K +$201 +3 +0.1%
GP
579
Girard Partners
Pennsylvania
$273K – – –
HFS
580
HL Financial Services
Kentucky
$271K -$2.55K -38 -0.9%
AT
581
Argent Trust
Texas
$269K +$3.42K +51 +1%
FWCM
582
Ferguson Wellman Capital Management
Oregon
$268K -$64.4K -960 -19%
LIM
583
Leavell Investment Management
Alabama
$268K -$13.4K -200 -5%
SLAM
584
Swiss Life Asset Management
$266K +$82.6K +1,231 +42%
TC
585
Telemus Capital
Michigan
$266K +$11.3K +168 +4%
BHA
586
Beech Hill Advisors
New York
$263K – – –
SRSA
587
S.R. Schill & Associates
Washington
$261K – – –
SEM
588
Suncoast Equity Management
Florida
$255K -$14.8K -220 -5%
CG
589
CFO4Life Group
Texas
$254K -$12.9K -192 -5%
ACG
590
Allen Capital Group
Nebraska
$251K +$265K +3,942 New
CL
591
Choreo LLC
Illinois
$250K -$17K -253 -6%
SMC
592
Smith, Moore & Co
Missouri
$249K -$7.18K -107 -3%
TW
593
Transform Wealth
Colorado
$247K – – –
BFM
594
Boothbay Fund Management
New York
$245K +$257K +3,836 New
GT
595
Glenview Trust
Kentucky
$242K – – –
EFS
596
Essex Financial Services
Connecticut
$236K -$37.6K -560 -13%
WA
597
Waverly Advisors
Alabama
$234K +$16K +239 +7%
SFG
598
Summit Financial Group
West Virginia
$233K +$873 +13 +0.4%
GLA
599
Good Life Advisors
Pennsylvania
$232K -$4.63K -69 -2%
CG
600
Caprock Group
Idaho
$227K -$133K -1,978 -34%
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