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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
676
Smithfield Trust
Pennsylvania
$113K – – –
OSNBOA
677
Old Second National Bank of Aurora
Illinois
$112K – – –
HPC
678
HM Payson & Co
Maine
$109K +$105K +1,334 New
IWA
679
IBEX Wealth Advisors
New Jersey
$109K +$105K +1,337 New
LFASL
680
Lugano Financial Advisors SA (LFA)
Switzerland
$106K – – –
TCOV
681
Trust Company of Vermont
Vermont
$104K -$54.2K -690 -35%
CFN
682
Cordasco Financial Network
Florida
$103K – – –
PK
683
Pflug Koory
Nebraska
$102K – – –
KTC
684
Kistler-Tiffany Companies
Pennsylvania
$99K -$1.81K -23 -2%
RIA
685
Realta Investment Advisors
Delaware
$92K +$45.8K +582 +106%
GLI
686
Guardian Life Insurance
New York
$91K – – –
CCM
687
Covington Capital Management
California
$91K +$11.8K +150 +16%
M
688
Mirova
France
$85K +$82.1K +1,044 New
CAC
689
Certified Advisory Corp
Florida
$84K +$79 +1 +0.1%
PRC
690
Pearl River Capital
Michigan
$83K +$17K +216 +27%
MCA
691
Mercer Capital Advisers
New Jersey
$82K – – –
SFSIG
692
San Francisco Sentry Investment Group
California
$82K – – –
MCM
693
Manchester Capital Management
Vermont
$82K +$78.6K +1,000 New
SWP
694
Strategic Wealth Partners
Ohio
$81K -$118K -1,505 -60%
ARMT
695
Amica Retiree Medical Trust
Rhode Island
$80K – – –
CAL
696
Capital Analysts LLC
Pennsylvania
$80K +$629 +8 +0.8%
CPA
697
Clear Perspective Advisors
Illinois
$73K +$70.5K +897 New
TC
698
Trust Company
Kansas
$69K – – –
TC
699
Truvestments Capital
Florida
$68K -$9.28K -118 -12%
DWM
700
Doyle Wealth Management
Florida
$68K +$66K +840 New
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