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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
626
Advisornet Financial
Minnesota
$74K +$6.81K +89 +11%
TH
627
TCTC Holdings
Texas
$71K – – –
TC
628
Trust Company
Kansas
$71K – – –
CFO
629
CVA Family Office
Colorado
$70K +$36.7K +480 +130%
KTC
630
Kistler-Tiffany Companies
Pennsylvania
$69K +$10.9K +142 +21%
CI
631
CX Institutional
Indiana
$68K +$15.8K +207 +34%
OSNBOA
632
Old Second National Bank of Aurora
Illinois
$67K – – –
BAM
633
Barrett Asset Management
New York
$62K – – –
WB
634
Webster Bank
Connecticut
$61K -$5.36K -70 -9%
FPS
635
Fieldpoint Private Securities
Connecticut
$59K -$13.8K -180 -21%
IWP
636
IAG Wealth Partners
Wisconsin
$59K +$2.07K +27 +4%
CFD
637
Creative Financial Designs
Indiana
$58K – – –
ZB
638
Zions Bancorporation
Utah
$58K +$153 +2 +0.3%
CP
639
Castleview Partners
Texas
$57K +$52.6K +687 New
EFSCE
640
Enterprise Financial Services Corp (EFSC)
Missouri
$55K – – –
GLLW
641
Graves Light Lenhart Wealth
Virginia
$55K – – –
WQ
642
Wealth Quarterback
New Jersey
$54K +$49.1K +641 New
AFG
643
Albion Financial Group
Utah
$53K +$48.8K +637 New
GI
644
Gradient Investments
Minnesota
$51K +$7.42K +97 +19%
PFGIA
645
Patriot Financial Group Insurance Agency
Massachusetts
$49K -$26.6K -348 -37%
FWM
646
Focused Wealth Management
New York
$48K – – –
SFSIG
647
San Francisco Sentry Investment Group
California
$46K – – –
WP
648
WealthShield Partners
North Carolina
$46K +$2.83K +37 +7%
LC
649
Lindbrook Capital
California
$43K – – –
TFO
650
Tarbox Family Office
California
$43K +$30.6K +400 +351%
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