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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
601
Whitnell & Co
Illinois
$249K – – –
CT
602
Clearstead Trust
Maine
$248K – – –
DAC
603
Dividend Assets Capital
South Carolina
$245K – – –
IB
604
Intrust Bank
Kansas
$244K -$2.75K -35 -1%
WP
605
WealthSource Partners
California
$243K +$234K +2,978 New
RWA
606
Redhawk Wealth Advisors
Minnesota
$241K – – –
SFG
607
SNS Financial Group
Minnesota
$240K – – –
GIA
608
Gladstone Institutional Advisory
Florida
$240K +$232K +2,950 New
BRWA
609
B. Riley Wealth Advisors
Florida
$239K +$20.3K +258 +10%
BCM
610
BTR Capital Management
California
$239K +$230K +2,926 New
GLA
611
Good Life Advisors
Pennsylvania
$235K -$865 -11 -0.4%
BHWM
612
Bay Harbor Wealth Management
Maryland
$234K -$44.7K -569 -17%
TNB
613
Thomasville National Bank
Georgia
$233K -$1.49K -19 -0.7%
PPP
614
Private Portfolio Partners
New Jersey
$233K +$224K +2,854 New
CIC
615
Cornercap Investment Counsel
Georgia
$232K -$866K -11,012 -79%
FMC
616
First Merchants Corp
Indiana
$232K – – –
CC
617
Courier Capital
New York
$231K – – –
MBT
618
Monroe Bank & Trust
Michigan
$229K – – –
GP
619
Girard Partners
Pennsylvania
$227K -$47.6K -605 -18%
ONB
620
Old National Bancorp
Indiana
$226K -$39.5K -502 -15%
VCM
621
Virtue Capital Management
Tennessee
$226K -$26.3K -334 -11%
WIC
622
Woodmont Investment Counsel
Tennessee
$226K -$1.73K -22 -0.8%
AUB
623
Atlantic Union Bankshares
Virginia
$224K +$216K +2,750 New
S
624
SignatureFD
Georgia
$223K -$34K -432 -14%
CCP
625
Corient Capital Partners
California
$223K +$215K +2,736 New
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