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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
701
Perigon Wealth Management
California
$611K +$62.3K +437 +12%
FLPIM
702
F.L. Putnam Investment Management
Massachusetts
$609K +$18.7K +131 +3%
CFCI
703
Comprehensive Financial Consultants Institutional
Indiana
$607K – – –
GT
704
Glenview Trust
Kentucky
$605K -$1.14K -8 -0.2%
HI
705
Harbour Investments
Wisconsin
$605K +$65.8K +462 +13%
GVAG
706
Great Valley Advisor Group
Delaware
$603K -$3.85K -27 -0.7%
EWM
707
Empirical Wealth Management
Washington
$596K +$223K +1,564 +67%
VHAM
708
Van Hulzen Asset Management
California
$590K +$1.14K +8 +0.2%
FC
709
Farringdon Capital
United Kingdom
$590K +$549K +3,852 New
MM
710
MQS Management
New York
$586K +$545K +3,824 New
HIS
711
Harvest Investment Services
Illinois
$585K +$544K +3,817 New
AA
712
ALPS Advisors
Colorado
$582K +$142K +995 +35%
BIG
713
Brooklyn Investment Group
New York
$579K +$274K +1,922 +103%
CSC
714
Caldwell Sutter Capital
California
$569K -$2K -14 -0.4%
PP
715
PDS Planning
Ohio
$567K +$34.5K +242 +7%
MC
716
Moors & Cabot
Massachusetts
$564K +$997 +7 +0.2%
WANY
717
Wealthspire Advisors (New York)
New York
$564K +$32.3K +227 +7%
VFA
718
Valeo Financial Advisors
Indiana
$563K +$8.26K +58 +2%
EWA
719
EverSource Wealth Advisors
Alabama
$562K -$11.8K -83 -2%
PAM
720
Panagora Asset Management
Massachusetts
$559K +$142 +1 +0%
SVWAG
721
Sound View Wealth Advisors Group
Georgia
$558K +$10.4K +73 +2%
LC
722
LCNB Corp
Ohio
$552K – – –
ECM
723
Evergreen Capital Management
Washington
$552K +$19.9K +140 +4%
SAM
724
Strategy Asset Managers
California
$550K +$511K +3,589 New
AFA
725
AA Financial Advisors
Ohio
$549K +$166K +1,164 +48%
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