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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
601
Harbour Investments
Wisconsin
$423K +$34.8K +355 +10%
LSAG
602
Lake Street Advisors Group
New Hampshire
$423K +$12K +122 +3%
LC
603
LCNB Corp
Ohio
$414K – – –
CFCI
604
Comprehensive Financial Consultants Institutional
Indiana
$413K – – –
VHAM
605
Van Hulzen Asset Management
California
$411K +$386K +3,940 New
PS
606
Principal Securities
Iowa
$410K -$20.2K -206 -5%
BJL
607
Brighton Jones LLC
Washington
$408K +$96.2K +982 +34%
CHA
608
Carmichael Hill & Associates
Maryland
$405K – – –
SMA
609
Sage Mountain Advisors
Georgia
$404K +$118K +1,206 +45%
FPAS
610
Focus Partners Advisor Solutions
Missouri
$402K -$9.6K -98 -2%
LF
611
LifePlan Financial
Minnesota
$400K -$27.6K -282 -7%
TA
612
Tectonic Advisors
Texas
$400K +$27.4K +280 +8%
PCS
613
Personal CFO Solutions
New Jersey
$399K -$14.9K -152 -4%
PWW
614
Pettyjohn Wood & White
Virginia
$397K -$31K -316 -8%
FLPIM
615
F.L. Putnam Investment Management
Massachusetts
$397K +$2.06K +21 +0.6%
EAM
616
Evanson Asset Management
California
$392K +$980 +10 +0.3%
BIM
617
Baldwin Investment Management
Pennsylvania
$392K +$44.1K +450 +14%
IAS
618
Investment Advisory Services
Texas
$391K -$40.3K -411 -10%
PCP
619
Proficio Capital Partners
Massachusetts
$390K -$94.1K -960 -20%
SEP
620
Southland Equity Partners
Missouri
$388K -$87.2K -890 -19%
MC
621
Moors & Cabot
Massachusetts
$387K +$2.45K +25 +0.7%
AF
622
Allworth Financial
California
$386K +$158K +1,615 +81%
WT
623
Whittier Trust
California
$386K +$4.9K +50 +1%
LFA
624
Livelsberger Financial Advisory
Ohio
$383K +$1.47K +15 +0.4%
HKIMG
625
Hutchens & Kramer Investment Management Group
Indiana
$380K +$4.8K +49 +1%
23 24
25
26 27