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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
676
Covington Capital Management
California
$10K -$5.31K -108 -35%
ME
677
McIlrath & Eck
Washington
$10K – – –
VNA
678
Valley National Advisers
Pennsylvania
$10K – – –
IFAM
679
Institutional & Family Asset Management
Colorado
$10K +$1.72K +35 +23%
SFSIG
680
San Francisco Sentry Investment Group
California
$10K +$6.88K +140 +233%
BWA
681
BDO Wealth Advisors
Florida
$9K -$7.37K -150 -47%
HB
682
Horizon Bancorp
Indiana
$9K – – –
GFPC
683
Global Financial Private Client
Florida
$8.69K -$42.9K -873 -84%
AW
684
Avion Wealth
Texas
$8K – – –
BAM
685
Bellevue Asset Management
Washington
$8K – – –
HFA
686
Hoover Financial Advisors
Pennsylvania
$8K +$7.72K +157 New
JSC
687
Jackson Square Capital
California
$7K -$7.86K -160 -54%
CI
688
CX Institutional
Indiana
$7K -$835 -17 -12%
HIA
689
Harbor Investment Advisory
Maryland
$7K – – –
SWM
690
Selective Wealth Management
Virginia
$7K – – –
TPWA
691
TRUE Private Wealth Advisors
Oregon
$7K – – –
MRCM
692
M&R Capital Management
New Jersey
$6K – – –
AWM
693
Apollon Wealth Management
South Carolina
$6K +$5.26K +107 New
THWM
694
Taylor Hoffman Wealth Management
Virginia
$6K +$6.09K +124 New
WPA
695
West Paces Advisors
Georgia
$5.17K -$10.1K -205 -67%
GFPC
696
Global Financial Private Capital
Florida
$5K -$3.81M -77,504 -100%
DAM
697
Delta Asset Management
Tennessee
$5K -$6.98K -142 -59%
CHC
698
City Holding Co
West Virginia
$5K – – –
FRA
699
Front Row Advisors
California
$5K – – –
IAS
700
IMA Advisory Services
Colorado
$5K – – –
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