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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
676
Madden Advisory Services
Florida
$889K -$44.5K -271 -5%
AWAG
677
ARS Wealth Advisors Group
Florida
$889K -$986 -6 -0.1%
TCM
678
Tuttle Capital Management
Connecticut
$885K – – –
LWM
679
LongView Wealth Management
Georgia
$882K +$12K +73 +1%
IAG
680
Investment Advisory Group
Massachusetts
$876K +$4.93K +30 +0.6%
JSC
681
Jackson Square Capital
California
$876K +$463K +2,814 +134%
PMG
682
ProVise Management Group
Florida
$870K – – –
CAM
683
Cresset Asset Management
Illinois
$868K +$8.71K +53 +1%
EWM
684
Empirical Wealth Management
Washington
$860K +$341K +2,072 +75%
QIM
685
Quantitative Investment Management
Virginia
$855K +$789K +4,800 New
BA
686
Bard Associates
Illinois
$852K -$1.55M -9,409 -66%
JSSH
687
J. Safra Sarasin Holding
$850K +$475K +2,892 +154%
LAIC
688
Lederer & Associates Investment Counsel
California
$846K +$8.71K +53 +1%
FF
689
Fluent Financial
Texas
$841K +$34.4K +209 +5%
FCP
690
Fidelis Capital Partners
Florida
$837K +$10K +61 +1%
GRP
691
Global Retirement Partners
California
$822K +$22.2K +135 +3%
CIA
692
Caerus Investment Advisors
Texas
$821K +$758K +4,611 New
PPWP
693
Premier Path Wealth Partners
New Jersey
$813K +$4.44K +27 +0.6%
VFA
694
Valeo Financial Advisors
Indiana
$808K +$21.4K +130 +3%
LI
695
LRI Investments
Florida
$806K -$23K -140 -3%
FAT
696
First American Trust
California
$804K +$3.12K +19 +0.4%
DJSG
697
D.J. St. Germain
Massachusetts
$797K +$1.48K +9 +0.2%
ST
698
Sageworth Trust
Pennsylvania
$796K +$734K +4,467 New
DWM
699
Dogwood Wealth Management
Kansas
$794K -$149K -909 -17%
MSAM
700
Moloney Securities Asset Management
Missouri
$791K -$69.5K -423 -9%
26 27
28
29 30