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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
651
Sargent Bickham Lagudis
Colorado
$86K – – –
HFM
652
Harvest Fund Management
China
$85K -$53.8K -645 -39%
WIM
653
Westside Investment Management
California
$83.9K – – –
CFN
654
Cordasco Financial Network
Florida
$83K – – –
MHR
655
Matthew Hamilton Rosenberg
$82K +$45.9K +550 +137%
ST
656
Smithfield Trust
Pennsylvania
$79K – – –
PO
657
Private Ocean
California
$78K – – –
FDCDDQ
658
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.3K -$83.4K -1,000 -53%
TH
659
TCTC Holdings
Texas
$73K – – –
TC
660
Trust Company
Kansas
$73K – – –
CFO
661
CVA Family Office
Colorado
$72K -$12K -144 -15%
NSIM
662
North Star Investment Management
Illinois
$71K +$27.8K +333 +67%
GI
663
Gradient Investments
Minnesota
$70K +$16.7K +200 +33%
LC
664
Lindbrook Capital
California
$70K +$21.3K +256 +45%
KTC
665
Kistler-Tiffany Companies
Pennsylvania
$67K +$417 +5 +0.6%
ZB
666
Zions Bancorporation
Utah
$66K +$6.09K +73 +10%
BAM
667
Barrett Asset Management
New York
$65K +$917 +11 +1%
WB
668
Webster Bank
Connecticut
$63K – – –
SFA
669
Semmax Financial Advisors
North Carolina
$62K -$22.9K -275 -28%
ACM
670
Antonetti Capital Management
Florida
$60K – – –
IWP
671
IAG Wealth Partners
Wisconsin
$60K – – –
FPS
672
Fieldpoint Private Securities
Connecticut
$59K – – –
GLLW
673
Graves Light Lenhart Wealth
Virginia
$56K – – –
AF
674
Advisornet Financial
Minnesota
$55K -$20.8K -250 -28%
CT
675
Caldwell Trust
Florida
$52.3K – – –
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