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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
626
Kistler-Tiffany Companies
Pennsylvania
$69K +$10.9K +142 +21%
CI
627
CX Institutional
Indiana
$68K +$15.8K +207 +34%
OSNBOA
628
Old Second National Bank of Aurora
Illinois
$67K – – –
BAM
629
Barrett Asset Management
New York
$62K – – –
WB
630
Webster Bank
Connecticut
$61K -$5.36K -70 -9%
FPS
631
Fieldpoint Private Securities
Connecticut
$59K -$13.8K -180 -21%
IWP
632
IAG Wealth Partners
Wisconsin
$59K +$2.07K +27 +4%
CFD
633
Creative Financial Designs
Indiana
$58K – – –
ZB
634
Zions Bancorporation
Utah
$58K +$153 +2 +0.3%
CP
635
Castleview Partners
Texas
$57K +$52.6K +687 New
EFSCE
636
Enterprise Financial Services Corp (EFSC)
Missouri
$55K – – –
GLLW
637
Graves Light Lenhart Wealth
Virginia
$55K – – –
WQ
638
Wealth Quarterback
New Jersey
$54K +$49.1K +641 New
AFG
639
Albion Financial Group
Utah
$53K +$48.8K +637 New
GI
640
Gradient Investments
Minnesota
$51K +$7.42K +97 +19%
PFGIA
641
Patriot Financial Group Insurance Agency
Massachusetts
$49K -$26.6K -348 -37%
FWM
642
Focused Wealth Management
New York
$48K – – –
SFSIG
643
San Francisco Sentry Investment Group
California
$46K – – –
WP
644
WealthShield Partners
North Carolina
$46K +$2.83K +37 +7%
LC
645
Lindbrook Capital
California
$43K – – –
TFO
646
Tarbox Family Office
California
$43K +$30.6K +400 +351%
HIA
647
Harbor Investment Advisory
Maryland
$42K -$3.83K -50 -9%
AF
648
Allworth Financial
California
$42K – – –
HCM
649
Highlander Capital Management
New Jersey
$42K – – –
NSIM
650
North Star Investment Management
Illinois
$42K – – –
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