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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
601
Warwick Investment Management
Texas
$210K +$200K +2,600 New
BL
602
Balentine LLC
Georgia
$210K -$148K -1,925 -43%
SIAG
603
Safeguard Investment Advisory Group
California
$209K +$199K +2,582 New
HWM
604
Horizon Wealth Management
Illinois
$209K +$199K +2,578 New
WBG
605
Wharton Business Group
Pennsylvania
$207K +$197K +2,555 New
AIA
606
Armor Investment Advisors
North Carolina
$206K +$196K +2,550 New
WKWM
607
Walter & Keenan Wealth Management
Indiana
$204K +$194K +2,520 New
WRM
608
Weybosset Research & Management
Rhode Island
$202K -$139K -1,800 -42%
HI
609
Hudock Inc
Pennsylvania
$202K +$192K +2,493 New
GA
610
Geller Advisors
New York
$201K +$192K +2,491 New
ECM
611
Evergreen Capital Management
Washington
$201K -$63.3K -821 -25%
CSC
612
Caldwell Sutter Capital
California
$195K +$20.6K +267 +12%
PK
613
Pflug Koory
Nebraska
$179K – – –
LC
614
Lindbrook Capital
California
$168K +$2.39K +31 +2%
PA
615
Parallel Advisors
California
$167K +$27.5K +357 +21%
M
616
MOTCO
Texas
$158K +$231 +3 +0.2%
TWC
617
TD Waterhouse Canada
Ontario, Canada
$157K +$15K +195 +11%
CCP
618
Carmel Capital Partners
California
$152K +$10.5K +136 +8%
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$152K +$69.1K +897 +92%
NP
620
Ninepoint Partners
Ontario, Canada
$150K +$143K +1,857 New
CG
621
Cutler Group
California
$146K +$106K +1,381 +318%
SWM
622
Spire Wealth Management
Virginia
$146K -$9.32K -121 -6%
CTA
623
Colonial Trust Advisors
South Carolina
$141K +$154 +2 +0.1%
AIM
624
Achmea Investment Management
Netherlands
$141K +$68.6K +890 +104%
AF
625
Allworth Financial
California
$133K +$11.9K +154 +10%
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