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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PRC
701
Pearl River Capital
Michigan
$62K +$60K +800 New
AIC
702
Ameritas Investment Company
Nebraska
$59K -$240K -3,193 -81%
FANJ
703
Financial Architects (New Jersey)
New Jersey
$58K +$150 +2 +0.3%
PB
704
Pinnacle Bancorp
Nebraska
$57K -$2.25K -30 -4%
OAJ
705
Ogorek Anthony Joseph
New York
$57K – – –
GSWM
706
Golden State Wealth Management
California
$53K +$51.7K +689 New
BCA
707
Berman Capital Advisors
Georgia
$50K +$1.13K +15 +2%
AA
708
Advisory Alpha
Michigan
$44.7K +$44.1K +588 New
RIA
709
Realta Investment Advisors
Delaware
$43K +$41.3K +550 New
ADL
710
Asset Dedication LLC
California
$42K -$4.05K -54 -9%
FCA
711
FinTrust Capital Advisors
South Carolina
$42K – – –
BC
712
Bartlett & Co
Ohio
$42K +$300 +4 +0.7%
TFS
713
TrustCore Financial Services
Tennessee
$42K +$35.4K +472 +674%
BCWM
714
Bartlett & Co Wealth Management
Ohio
$41.9K +$300 +4 +0.7%
HCM
715
Highlander Capital Management
New Jersey
$39K – – –
NSIM
716
North Star Investment Management
Illinois
$39K – – –
SIS
717
Sound Income Strategies
Florida
$39K – – –
AF
718
Advisornet Financial
Minnesota
$39K +$375 +5 +1%
JCM
719
Jacobi Capital Management
Pennsylvania
$39K +$7.5K +100 +25%
EFSCE
720
Enterprise Financial Services Corp (EFSC)
Missouri
$36K -$26.9K -359 -43%
DSC
721
Duncker Streett & Co
Missouri
$36K +$150 +2 +0.4%
LWS
722
Lucia Wealth Services
California
$36K +$28.2K +376 +437%
GTAM
723
Global Trust Asset Management
Florida
$35K – – –
HWA
724
Heritage Wealth Advisors
Virginia
$34.6K +$27.5K +367 +465%
TCM
725
Tradewinds Capital Management
Washington
$33K -$2.93K -39 -8%
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