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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
626
MassMutual Private Wealth & Trust
Connecticut
$70.1K +$13.9K +192 +24%
IAIM
627
International Assets Investment Management
Florida
$70K +$70.8K +976 New
GWS
628
Glassman Wealth Services
Virginia
$69.8K -$88.3K -1,218 -56%
PO
629
Private Ocean
California
$68K +$2.76K +38 +4%
BG
630
Bollard Group
Massachusetts
$67K – – –
SSG
631
Summit Securities Group
New York
$67K +$25.5K +352 +61%
HFM
632
Harvest Fund Management
China
$66K – – –
OIA
633
Optimum Investment Advisors
Illinois
$64.9K -$36.1K -498 -35%
DMBA
634
Deseret Mutual Benefit Administrators
Utah
$61.9K – – –
FFA
635
Fairfield Financial Advisors
Massachusetts
$61.6K +$508 +7 +0.8%
AIM
636
Achmea Investment Management
Netherlands
$61K -$714K -9,844 -92%
TC
637
Trust Company
Kansas
$60.9K – – –
OSNBOA
638
Old Second National Bank of Aurora
Illinois
$57.9K – – –
AF
639
Advisornet Financial
Minnesota
$56.1K – – –
PTC
640
Private Trust Company
Ohio
$55.1K -$4.21K -58 -7%
GI
641
Gradient Investments
Minnesota
$54.4K – – –
LS
642
Livforsakringsbolaget Skandia
Sweden
$53.4K – – –
WB
643
Webster Bank
Connecticut
$53.1K – – –
GWM
644
Geneos Wealth Management
Colorado
$52.5K -$14.4K -199 -21%
QC
645
Quent Capital
New York
$51.8K – – –
IWP
646
IAG Wealth Partners
Wisconsin
$50.2K – – –
GEA
647
Glen Eagle Advisors
New Jersey
$48.7K -$11.5K -159 -19%
GIA
648
GHP Investment Advisors
Colorado
$48.7K -$4.64K -64 -9%
CT
649
Caldwell Trust
Florida
$43.7K – – –
FWM
650
Focused Wealth Management
New York
$42.3K +$73 +1 +0.2%
24 25
26
27 28