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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
651
Cornerstone Advisors (Washington)
Washington
$27K +$6.81K +101 +36%
WPA
652
West Paces Advisors
Georgia
$26.7K -$607 -9 -2%
SWA
653
Sutton Wealth Advisors
Florida
$26.5K -$607 -9 -2%
SBL
654
Sargent Bickham Lagudis
Colorado
$26K – – –
CGT
655
Capital Guardian Trust
California
$21K – – –
DAM
656
Delta Asset Management
Tennessee
$21K – – –
FPFS
657
First Personal Financial Services
North Carolina
$21K – – –
BWM
658
Baystate Wealth Management
Massachusetts
$20K +$1.35K +20 +8%
TFO
659
Tarbox Family Office
California
$20K +$17.5K +260 +1,182%
AAP
660
Arax Advisory Partners
Colorado
$19K +$202 +3 +1%
HI
661
Hudock Inc
Pennsylvania
$19K +$202 +3 +1%
CPIG
662
Chicago Partners Investment Group
Illinois
$19K +$3.91K +58 +27%
PS
663
Portfolio Solutions
Michigan
$19K +$17.9K +265 New
SFG
664
SevenBridge Financial Group
Pennsylvania
$18K -$69.9K -1,036 -81%
TIM
665
Tortoise Investment Management
New York
$17K – – –
EFSCE
666
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$8.16K +121 +108%
AIM
667
Advantage Investment Management
Iowa
$16K -$95.9K -1,422 -87%
LA
668
Legacy Advisors
Pennsylvania
$16K – – –
GAM
669
Gemmer Asset Management
California
$16K +$4.92K +73 +50%
QCG
670
Quadrant Capital Group
Ohio
$16K +$13.6K +201 +251%
RFA
671
Reilly Financial Advisors
California
$16K +$15.3K +227 New
MA
672
MCF Advisors
Kentucky
$16K +$15.7K +232 New
AIM
673
Anchor Investment Management
South Carolina
$14.2K -$8.43K -125 -38%
ECM
674
Estabrook Capital Management
New York
$14.2K – – –
AIM
675
Acrospire Investment Management
Illinois
$14K -$20.2K -300 -60%
25 26
27
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