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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
651
Webster Bank
Connecticut
$49K – – –
LS
652
Livforsakringsbolaget Skandia
Sweden
$48.8K – – –
GIA
653
GHP Investment Advisors
Colorado
$48.7K – – –
SIM
654
Sentry Investment Management
Wisconsin
$48K -$138K -2,143 -75%
QC
655
Quent Capital
New York
$47.4K +$40.1K +623 +623%
IWP
656
IAG Wealth Partners
Wisconsin
$45.9K – – –
ACM
657
Antonetti Capital Management
Florida
$45.6K – – –
EI
658
Ellevest Inc
New York
$44.9K -$10.3K -161 -19%
HPC
659
HM Payson & Co
Maine
$40.2K +$900 +14 +2%
CT
660
Caldwell Trust
Florida
$40K – – –
MSCM
661
McElhenny Sheffield Capital Management
Texas
$39.3K +$38.6K +600 New
FWM
662
Focused Wealth Management
New York
$38.6K +$64 +1 +0.2%
OLVIG
663
Oliver Lagore Vanvalin Investment Group
Michigan
$38.4K +$257 +4 +0.7%
BEI
664
Benjamin Edwards Inc
Missouri
$38K -$108K -1,681 -74%
SSG
665
Summit Securities Group
New York
$38K +$24.2K +377 +189%
SWA
666
Sutton Wealth Advisors
Florida
$36.7K +$9.9K +154 +38%
VNA
667
Valley National Advisers
Pennsylvania
$35K – – –
CT
668
Colonial Trust
South Carolina
$34.8K +$34.1K +531 New
NSIM
669
North Star Investment Management
Illinois
$33.8K +$1.03K +16 +3%
HCM
670
Highlander Capital Management
New Jersey
$33K – – –
ST
671
Smithfield Trust
Pennsylvania
$33K – – –
AFS
672
Annapolis Financial Services
Maryland
$32.8K – – –
HGERS
673
Householder Group Estate & Retirement Specialist
Arizona
$32K – – –
TFP
674
Tilia Fiduciary Partners
North Carolina
$31.9K -$643 -10 -2%
NICM
675
Neo Ivy Capital Management
New York
$31K +$30.1K +468 New
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