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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
601
Sargent Bickham Lagudis
Colorado
$65K +$60.7K +1,000 New
WIM
602
Westside Investment Management
California
$64.6K +$72.8K +1,200 New
GEA
603
Glen Eagle Advisors
New Jersey
$61.4K -$15.3K -252 -21%
CFO
604
CVA Family Office
Colorado
$61K -$2.06K -34 -3%
CAL
605
Capital Analysts LLC
Pennsylvania
$59K -$6.43K -106 -10%
HWA
606
HHM Wealth Advisors
Tennessee
$58K – – –
ST
607
Smithfield Trust
Pennsylvania
$58K – – –
BBHC
608
Brown Brothers Harriman & Co
New York
$56K +$48.6K +800 +1,311%
FPS
609
Fieldpoint Private Securities
Connecticut
$56K +$52.9K +872 New
TH
610
TCTC Holdings
Texas
$55K – – –
TC
611
Trust Company
Kansas
$55K – – –
OSAM
612
O'Shaughnessy Asset Management
Connecticut
$55K +$17K +280 +49%
MA
613
Montag & Associates
Georgia
$54K +$51.1K +842 New
KTC
614
Kistler-Tiffany Companies
Pennsylvania
$53K +$364 +6 +0.7%
VCG
615
Vantage Consulting Group
Virginia
$53K +$50.1K +826 New
OSNBOA
616
Old Second National Bank of Aurora
Illinois
$52K -$23.7K -390 -33%
WB
617
Webster Bank
Connecticut
$52K – – –
CCA
618
Childress Capital Advisors
Texas
$52K +$48.5K +799 New
AF
619
Advisornet Financial
Minnesota
$51K +$303 +5 +0.6%
ADIM
620
Alpha DNA Investment Management
Maryland
$51K +$48.6K +800 New
BAM
621
Barrett Asset Management
New York
$48K – – –
ZB
622
Zions Bancorporation
Utah
$47K +$243 +4 +0.6%
SIS
623
Sound Income Strategies
Florida
$46K – – –
CFD
624
Creative Financial Designs
Indiana
$45K +$18.2K +300 +75%
GLLW
625
Graves Light Lenhart Wealth
Virginia
$42K +$39.9K +657 New
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