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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PMA
601
Prudent Man Advisors
Illinois
$211K -$48.6K -583 -19%
FNBOMD
602
First National Bank of Mount Dora
Florida
$211K – – –
HWM
603
Horizon Wealth Management
Illinois
$211K +$205K +2,461 New
CFA
604
Carroll Financial Associates
North Carolina
$210K -$500 -6 -0.2%
CSIC
605
Clifford Swan Investment Counsel
California
$208K +$202K +2,429 New
VWA
606
V Wealth Advisors
Kansas
$207K -$7.17K -86 -3%
HC
607
HNP Capital
New York
$206K -$33.6K -403 -14%
VRM
608
Vectors Research Management
New York
$206K -$33.6K -403 -14%
JWCA
609
J.W. Cole Advisors
Florida
$204K -$8.34K -100 -4%
BFC
610
Blue Fin Capital
Rhode Island
$203K -$5.84K -70 -3%
KCPG
611
Kavar Capital Partners Group
Kansas
$203K +$198K +2,370 New
MIM
612
Moseley Investment Management
Florida
$202K -$13.2K -158 -6%
MIM
613
MTM Investment Management
South Carolina
$202K -$8.34K -100 -4%
HI
614
Hudock Inc
Pennsylvania
$202K +$584 +7 +0.3%
DMBA
615
Deseret Mutual Benefit Administrators
Utah
$200K – – –
JSC
616
Jackson Square Capital
California
$200K +$194K +2,330 New
PK
617
Pflug Koory
Nebraska
$190K – – –
BWL
618
Bogart Wealth LLC
Virginia
$188K – – –
SIAP
619
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$187K – – –
PA
620
Parallel Advisors
California
$167K -$7.25K -87 -4%
M
621
MOTCO
Texas
$155K -$83 -1 -0.1%
FHA
622
First Horizon Advisors
Tennessee
$145K -$10.9K -131 -7%
GWS
623
Glassman Wealth Services
Virginia
$143K +$1.83K +22 +1%
SCA
624
Stonebridge Capital Advisors
Minnesota
$135K – – –
CAL
625
Capital Analysts LLC
Pennsylvania
$134K +$500 +6 +0.4%
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25
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