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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
626
Stonebridge Capital Advisors
Minnesota
$130K – – –
CAL
627
Capital Analysts LLC
Pennsylvania
$130K +$27.9K +314 +25%
EIP
628
Ellis Investment Partners
Pennsylvania
$129K +$979 +11 +0.7%
CA
629
Clearstead Advisors
Ohio
$129K +$3.65K +41 +3%
HDIM
630
Hanson & Doremus Investment Management
Vermont
$124K – – –
FA
631
Financial Advantage
Maryland
$123K – – –
HWA
632
HHM Wealth Advisors
Tennessee
$120K – – –
OIA
633
Optimum Investment Advisors
Illinois
$120K +$5.34K +60 +4%
CCM
634
Covington Capital Management
California
$117K +$40K +450 +46%
MCM
635
MV Capital Management
Maryland
$116K -$2.49K -28 -2%
HI
636
Harbour Investments
Wisconsin
$113K +$122K +1,367 New
FF
637
FourThought Financial
Florida
$109K -$60.6K -681 -34%
PA
638
PSI Advisors
Florida
$107K -$6.23K -70 -5%
EI
639
Ellevest Inc
New York
$107K -$2.58K -29 -2%
C
640
Covestor
United Kingdom
$103K +$84.4K +948 +318%
CFD
641
Creative Financial Designs
Indiana
$102K -$3.29K -37 -3%
PTC
642
Private Trust Company
Ohio
$102K +$110K +1,235 New
COCM
643
Charter Oak Capital Management
New Hampshire
$101K – – –
WIM
644
Westside Investment Management
California
$97.8K – – –
KFI
645
Key Financial Inc
Pennsylvania
$97K -$5.7K -64 -5%
MCC
646
Money Concepts Capital
Florida
$95K -$537K -6,039 -84%
EL
647
EMFO LLC
Florida
$95K – – –
SSG
648
Summit Securities Group
New York
$95K +$68.5K +770 +203%
GWM
649
Geneos Wealth Management
Colorado
$94K -$15.2K -171 -13%
MIFH
650
Migdal Insurance & Financial Holdings
Israel
$94K +$14.3K +161 +16%
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