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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
576
Carmichael Hill & Associates
Maryland
$278K +$293K +4,359 New
GEA
577
Glen Eagle Advisors
New Jersey
$273K +$201 +3 +0.1%
GP
578
Girard Partners
Pennsylvania
$273K – – –
HFS
579
HL Financial Services
Kentucky
$271K -$2.55K -38 -0.9%
AT
580
Argent Trust
Texas
$269K +$3.42K +51 +1%
FWCM
581
Ferguson Wellman Capital Management
Oregon
$268K -$64.4K -960 -19%
LIM
582
Leavell Investment Management
Alabama
$268K -$13.4K -200 -5%
SLAM
583
Swiss Life Asset Management
$266K +$82.6K +1,231 +42%
TC
584
Telemus Capital
Michigan
$266K +$11.3K +168 +4%
BHA
585
Beech Hill Advisors
New York
$263K – – –
SRSA
586
S.R. Schill & Associates
Washington
$261K – – –
SEM
587
Suncoast Equity Management
Florida
$255K -$14.8K -220 -5%
CG
588
CFO4Life Group
Texas
$254K -$12.9K -192 -5%
ACG
589
Allen Capital Group
Nebraska
$251K +$265K +3,942 New
CL
590
Choreo LLC
Illinois
$250K -$17K -253 -6%
SMC
591
Smith, Moore & Co
Missouri
$249K -$7.18K -107 -3%
TW
592
Transform Wealth
Colorado
$247K – – –
BFM
593
Boothbay Fund Management
New York
$245K +$257K +3,836 New
GT
594
Glenview Trust
Kentucky
$242K – – –
EFS
595
Essex Financial Services
Connecticut
$236K -$37.6K -560 -13%
WA
596
Waverly Advisors
Alabama
$234K +$16K +239 +7%
SFG
597
Summit Financial Group
West Virginia
$233K +$873 +13 +0.4%
GLA
598
Good Life Advisors
Pennsylvania
$232K -$4.63K -69 -2%
CG
599
Caprock Group
Idaho
$227K -$133K -1,978 -34%
ASN
600
Advisory Services Network
Georgia
$225K +$71.1K +1,059 +43%
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