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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
726
BerganKDV Wealth Management
Minnesota
$35K – – –
SCM
727
Silvant Capital Management
Georgia
$35K – – –
TCM
728
Tradewinds Capital Management
Washington
$35K +$236 +3 +0.7%
CAM
729
CenterStar Asset Management
Illinois
$33K – – –
MCM
730
MV Capital Management
Maryland
$33K – – –
GWMIA
731
Global Wealth Management Investment Advisory
Florida
$32K -$174K -2,214 -85%
CFG
732
Citizens Financial Group
Rhode Island
$31K – – –
GEA
733
Glen Eagle Advisors
New Jersey
$30.2K +$157 +2 +0.5%
WAS
734
Winch Advisory Services
Wisconsin
$30K -$3.69K -47 -11%
HWA
735
Heritage Wealth Advisors
Virginia
$29.9K -$6.21K -79 -18%
SMFS
736
Squar Milner Financial Services
California
$29K – – –
EIP
737
Ellis Investment Partners
Pennsylvania
$29K +$28.5K +362 New
JFA
738
JNBA Financial Advisors
Minnesota
$28K – – –
KPCM
739
Kings Point Capital Management
New York
$28K +$27.4K +349 New
ESB
740
Essex Savings Bank
Connecticut
$27K +$23.6K +300 +811%
LWS
741
Lucia Wealth Services
California
$26K -$11.5K -146 -32%
WPA
742
West Paces Advisors
Georgia
$24.9K – – –
HGWM
743
Harvest Group Wealth Management
Massachusetts
$24K – – –
PCP
744
Proficio Capital Partners
Massachusetts
$24K +$5.58K +71 +32%
LWA
745
Lenox Wealth Advisors
New York
$24K +$23.1K +294 New
MAM
746
Meeder Asset Management
Ohio
$23K +$21.9K +278 New
AAP
747
Arax Advisory Partners
Colorado
$23K +$22.6K +287 New
PFGIA
748
Patriot Financial Group Insurance Agency
Massachusetts
$22K – – –
CTB
749
Country Trust Bank
Illinois
$22K +$10.8K +138 +100%
LPWM
750
Lake Point Wealth Management
Texas
$21K – – –
28 29
30
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