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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
626
Courier Capital
New York
$243K -$14.9K -171 -6%
AF
627
Advisornet Financial
Minnesota
$243K +$19.4K +223 +9%
WF
628
Welch & Forbes
Massachusetts
$240K – – –
BCI
629
Brinker Capital Investments
Pennsylvania
$238K -$4.18K -48 -2%
WBG
630
Wharton Business Group
Pennsylvania
$232K – – –
TC
631
Telemus Capital
Michigan
$232K +$14.7K +169 +7%
HW
632
Hancock Whitney
Mississippi
$229K -$10.5K -121 -5%
WP
633
WealthSource Partners
California
$228K -$40.6K -466 -16%
SFG
634
SNS Financial Group
Minnesota
$226K -$38.7K -445 -15%
TCM
635
Tuttle Capital Management
Connecticut
$225K -$926K -10,642 -81%
AT
636
Arden Trust
Delaware
$225K -$7.05K -81 -3%
EMG
637
ETF Managers Group
New Jersey
$223K -$2.87K -33 -1%
AUB
638
Atlantic Union Bankshares
Virginia
$222K -$26.1K -300 -11%
JIC
639
Johnson Investment Counsel
Ohio
$221K -$8.88K -102 -4%
SSA
640
Schonfeld Strategic Advisors
New York
$220K +$212K +2,431 New
CFGS
641
Concourse Financial Group Securities
Alabama
$219K -$449K -5,164 -68%
RHBC
642
R.H. Bluestein & Co
Michigan
$218K +$209K +2,400 New
HBT
643
Hills Bank & Trust
Iowa
$218K +$210K +2,411 New
TAM
644
Tiverton Asset Management
Delaware
$217K – – –
BCM
645
BTC Capital Management
Iowa
$217K +$208K +2,390 New
IFWM
646
Institute for Wealth Management
Colorado
$216K -$19.8K -228 -9%
FHA
647
Flagship Harbor Advisors
Massachusetts
$215K -$12.9K -148 -6%
LNC
648
Lincoln National Corp
Pennsylvania
$214K +$205K +2,356 New
FT
649
Fiduciary Trust
Massachusetts
$214K +$205K +2,357 New
RWA
650
Redhawk Wealth Advisors
Minnesota
$213K -$53.1K -610 -21%
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26
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