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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
576
Shelton Capital Management
Colorado
$261K – – –
AAS
577
Ameritas Advisory Services
Nebraska
$259K +$253K +3,078 New
PWMG
578
Pinnacle Wealth Management Group
Michigan
$259K – – –
BHPW
579
Beverly Hills Private Wealth
California
$259K -$257K -3,128 -50%
TW
580
TrinityPoint Wealth
Connecticut
$259K -$36.2K -440 -12%
ATPW
581
Ashton Thomas Private Wealth
Arizona
$258K -$26.2K -319 -9%
FAG
582
Fortitude Advisory Group
Washington
$255K -$82 -1 -0%
GVAG
583
Great Valley Advisor Group
Delaware
$254K +$247 +3 +0.1%
JWCA
584
J.W. Cole Advisors
Florida
$254K +$164 +2 +0.1%
BFEC
585
Benjamin F. Edwards & Company
Missouri
$254K -$32.3K -393 -11%
BIP
586
Blueprint Investment Partners
North Carolina
$253K -$8.06K -98 -3%
WTC
587
WhitTier Trust Company
Nevada
$248K -$1.23K -15 -0.5%
ONB
588
Old National Bancorp
Indiana
$248K -$411 -5 -0.2%
TPCW
589
TD Private Client Wealth
New York
$248K -$322K -3,912 -56%
SIM
590
Sentry Investment Management
Wisconsin
$247K -$2.3K -28 -0.9%
DAC
591
Dividend Assets Capital
South Carolina
$246K – – –
BJL
592
Brighton Jones LLC
Washington
$246K +$3.13K +38 +1%
IAS
593
Insigneo Advisory Services
Florida
$241K +$242K +2,941 New
TNA
594
True North Advisors
Texas
$241K -$81.3K -989 -25%
CW
595
CreativeOne Wealth
Kansas
$239K -$22.4K -272 -9%
CI
596
CX Institutional
Indiana
$238K -$1.81K -22 -0.8%
CA
597
CoreCap Advisors
Michigan
$237K -$16.4K -200 -6%
BC
598
Bowman & Company
Wisconsin
$237K +$82 +1 +0%
FAIM
599
Financial Advocates Investment Management
Washington
$236K +$3.87K +47 +2%
FNBT
600
FineMark National Bank & Trust
Florida
$236K – – –
22 23
24
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