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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
701
Glassman Wealth Services
Virginia
$6K – – –
MSFP
702
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
ECM
703
Estabrook Capital Management
New York
$5.15K -$7.75K -120 -60%
TFS
704
TrustCore Financial Services
Tennessee
$5K -$30.4K -470 -87%
KIG
705
Kessler Investment Group
Indiana
$5K +$4.52K +70 New
GAM
706
Gemmer Asset Management
California
$5K +$4.97K +77 New
HWA
707
Heritage Wealth Advisors
Virginia
$5K +$5.1K +79 New
LWM
708
Lenox Wealth Management
Ohio
$5K +$5.49K +85 New
MIM
709
Macroview Investment Management
Maryland
$4K – – –
OFW
710
Omnia Family Wealth
Florida
$4K – – –
JWA
711
JFS Wealth Advisors
Pennsylvania
$4K +$3.88K +60 New
TFO
712
Tarbox Family Office
California
$3K -$194 -3 -6%
RIA
713
RPG Investment Advisory
California
$3K – – –
CG
714
Cutler Group
California
$3K +$3.68K +57 New
MPWT
715
MassMutual Private Wealth & Trust
Connecticut
$2.57K -$7.17K -111 -74%
DWM
716
Destination Wealth Management
California
$2K -$10.9K -168 -84%
TFA
717
Transamerica Financial Advisors
Florida
$2K -$129 -2 -11%
AWM
718
Avior Wealth Management
Nebraska
$2K – – –
BFC
719
Bedel Financial Consulting
Indiana
$2K – – –
IF
720
Ironwood Financial
Arizona
$2K – – –
WWMSC
721
Wagner Wealth Management (South Carolina)
South Carolina
$2K – – –
NIM
722
NuWave Investment Management
New Jersey
$2K +$1.49K +23 +460%
WKWM
723
Walter & Keenan Wealth Management
Indiana
$1.72K – – –
FM
724
Forward Management
California
$1K -$769K -11,900 -100%
CAGAS
725
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
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29
30 31