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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
626
Berman Capital Advisors
Georgia
$41K +$4.79K +79 +14%
AFG
627
Albion Financial Group
Utah
$41K +$38.7K +637 New
FWM
628
Focused Wealth Management
New York
$38K -$6.68K -110 -16%
EFSCE
629
Enterprise Financial Services Corp (EFSC)
Missouri
$35K +$3.4K +56 +12%
AF
630
Allworth Financial
California
$32K – – –
HCM
631
Highlander Capital Management
New Jersey
$32K – – –
NSIM
632
North Star Investment Management
Illinois
$32K – – –
VNA
633
Valley National Advisers
Pennsylvania
$32K +$9.1K +150 +43%
CI
634
CX Institutional
Indiana
$32K +$16.3K +269 +122%
LC
635
Lindbrook Capital
California
$31K -$7.16K -118 -20%
RA
636
Reby Advisors
Connecticut
$30K +$28.3K +466 New
PB
637
Pinnacle Bancorp
Nebraska
$29K -$5.77K -95 -17%
FCA
638
FinTrust Capital Advisors
South Carolina
$29K – – –
TFS
639
TrustCore Financial Services
Tennessee
$29K – – –
CFFP
640
Center for Financial Planning
Michigan
$28K – – –
GI
641
Gradient Investments
Minnesota
$28K – – –
FWM
642
FSA Wealth Management
Massachusetts
$28K +$26K +429 New
ACA
643
Atlas Capital Advisors
Wyoming
$26.9K +$25.3K +417 New
HFS
644
Horizon Financial Services
North Carolina
$25K – – –
EIP
645
Ellis Investment Partners
Pennsylvania
$25K +$243 +4 +1%
SWA
646
Sutton Wealth Advisors
Florida
$23.7K +$1.21K +20 +6%
CWP
647
Concord Wealth Partners
Virginia
$23K +$21.5K +354 New
CIA
648
CSat Investment Advisory
Michigan
$22K -$76.8K -1,265 -79%
SCM
649
Silvant Capital Management
Georgia
$22K – – –
ADL
650
Asset Dedication LLC
California
$22K +$2.61K +43 +14%
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