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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
576
Commons Capital
Massachusetts
$240K +$1.16K +13 +0.4%
KFS
577
Kurt F. Somerville
$239K -$53.4K -600 -17%
SIM
578
Sentry Investment Management
Wisconsin
$237K -$49.8K -560 -16%
HAIM
579
Hunter Associates Investment Management
Pennsylvania
$237K +$258K +2,895 New
SWM
580
Spire Wealth Management
Virginia
$236K -$174K -1,957 -41%
DWT
581
Dorsey & Whitney Trust
South Dakota
$233K +$8.72K +98 +4%
FDCDDQ
582
Federation des caisses Desjardins du Quebec
Quebec, Canada
$231K +$122K +1,370 +95%
BPFA
583
Barnes Pettey Financial Advisors
Mississippi
$231K – – –
NP
584
Ninepoint Partners
Ontario, Canada
$231K – – –
AAS
585
Ameritas Advisory Services
Nebraska
$224K +$242K +2,715 New
MSAM
586
Moloney Securities Asset Management
Missouri
$222K +$267 +3 +0.1%
ONB
587
Old National Bancorp
Indiana
$222K +$240K +2,701 New
JWCA
588
J.W. Cole Advisors
Florida
$217K +$22.2K +250 +11%
CA
589
CoreCap Advisors
Michigan
$212K – – –
AC
590
AlphaCore Capital
California
$211K +$6.67K +75 +3%
SP
591
Symmetry Partners
Connecticut
$211K +$228K +2,566 New
WBG
592
Wharton Business Group
Pennsylvania
$210K – – –
SIA
593
Schechter Investment Advisors
Michigan
$209K +$11.7K +132 +5%
PWPS
594
Pinnacle Wealth Planning Services
Ohio
$209K +$13.3K +149 +6%
PI
595
PineBridge Investments
New York
$208K -$5.21M -58,560 -96%
FAIM
596
Financial Advocates Investment Management
Washington
$208K -$49.5K -556 -18%
SVWAG
597
Sound View Wealth Advisors Group
Georgia
$208K – – –
HH
598
Hilltop Holdings
Texas
$208K +$267 +3 +0.1%
ARC
599
Advisor Resource Council
Texas
$208K +$225K +2,533 New
WKWM
600
Walter & Keenan Wealth Management
Indiana
$205K – – –
22 23
24
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