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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PHK
601
Point72 Hong Kong
Hong Kong
$53K +$49.7K +700 New
WA
602
Winfield Associates
Ohio
$48K – – –
ZB
603
Zions Bancorporation
Utah
$47K – – –
CB
604
Community Bank
New York
$46K +$42.6K +600 New
WAP
605
Wealthcare Advisory Partners
Pennsylvania
$45K +$41.9K +590 New
HCM
606
Highlander Capital Management
New Jersey
$38K – – –
BCI
607
Brinker Capital Investments
Pennsylvania
$38K +$35.5K +500 New
NSIM
608
North Star Investment Management
Illinois
$38K +$35.5K +500 New
FHA
609
First Horizon Advisors
Tennessee
$38K +$35.7K +503 New
TCM
610
Tradewinds Capital Management
Washington
$36K – – –
CAL
611
Capital Advisors Ltd
Ohio
$36K +$33.7K +475 New
MCM
612
MV Capital Management
Maryland
$35K – – –
BC
613
Bartlett & Co
Ohio
$34K +$213 +3 +0.7%
SBL
614
Sargent Bickham Lagudis
Colorado
$34K +$25.9K +365 +456%
JFA
615
JNBA Financial Advisors
Minnesota
$32K -$19.5K -275 -40%
VFA
616
Virtus Fund Advisers
Connecticut
$32K – – –
JSAM
617
J. Safra Asset Management
New York
$29K +$26.9K +379 New
SWA
618
Sutton Wealth Advisors
Florida
$28K – – –
PFS
619
Physicians Financial Services
North Carolina
$27K +$12.8K +180 +106%
DAM
620
Delta Asset Management
Tennessee
$26K -$6.04K -85 -20%
AIM
621
Anchor Investment Management
South Carolina
$24.8K – – –
AWM
622
Avior Wealth Management
Nebraska
$23K -$26.4K -372 -55%
SGAM
623
Smith Group Asset Management
Texas
$23K -$2.13K -30 -9%
CGT
624
Capital Guardian Trust
California
$23K – – –
CPIG
625
Chicago Partners Investment Group
Illinois
$16K – – –
23 24
25
26 27