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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
601
Gradient Investments
Minnesota
$28K – – –
HCM
602
Highlander Capital Management
New Jersey
$28K – – –
NSIM
603
North Star Investment Management
Illinois
$28K – – –
CHAM
604
Clear Harbor Asset Management
Connecticut
$27.5K +$27.5K +500 New
PFGIA
605
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$4.72K +86 +22%
EFSCE
606
Enterprise Financial Services Corp (EFSC)
Missouri
$26K -$1.65K -30 -6%
GTAM
607
Global Trust Asset Management
Florida
$25K – – –
NICM
608
Neo Ivy Capital Management
New York
$25K +$6.21K +113 +32%
HPC
609
HM Payson & Co
Maine
$24K -$3.68K -67 -13%
CFFP
610
Center for Financial Planning
Michigan
$24K – – –
TFS
611
TrustCore Financial Services
Tennessee
$24K – – –
CFD
612
Creative Financial Designs
Indiana
$22K – – –
FFA
613
Founders Financial Alliance
North Carolina
$22K +$22K +400 New
EIP
614
Ellis Investment Partners
Pennsylvania
$21K +$220 +4 +1%
HFS
615
Horizon Financial Services
North Carolina
$21K +$21K +382 New
WAS
616
Winch Advisory Services
Wisconsin
$20K -$1.7K -31 -8%
AA
617
Advisory Alpha
Michigan
$20K +$19.2K +350 New
SWA
618
Sutton Wealth Advisors
Florida
$19.1K – – –
JFA
619
JNBA Financial Advisors
Minnesota
$19K – – –
SCM
620
Silvant Capital Management
Georgia
$19K – – –
VNA
621
Valley National Advisers
Pennsylvania
$19K +$8.24K +150 +75%
HWA
622
Heritage Wealth Advisors
Virginia
$18.2K – – –
TCM
623
Tradewinds Capital Management
Washington
$18K -$769 -14 -4%
RCA
624
Ranch Capital Advisors
Florida
$18K – – –
MCM
625
MV Capital Management
Maryland
$17K -$5.49K -100 -25%
23 24
25
26 27