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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
726
TD Ameritrade Investment Management
Nebraska
$19K +$18K +216 New
FP
727
Financial Perspectives
Minnesota
$18.5K – – –
S
728
Surevest
California
$18K +$17.3K +208 New
ADL
729
Asset Dedication LLC
California
$17K -$12.2K -146 -42%
GWSG
730
GPS Wealth Strategies Group
Colorado
$17K -$5K -60 -24%
HPC
731
HM Payson & Co
Maine
$17K -$417 -5 -2%
CB
732
Community Bank
New York
$17K – – –
CC
733
Corsicana & Co
Texas
$17K – – –
GTAM
734
Global Trust Asset Management
Florida
$17K – – –
ME
735
McIlrath & Eck
Washington
$16K – – –
AWM
736
Avior Wealth Management
Nebraska
$16K +$83 +1 +0.5%
SN
737
Sittner & Nelson
Oregon
$15K – – –
JWA
738
JFS Wealth Advisors
Pennsylvania
$15K +$14.3K +172 New
BWA
739
BDO Wealth Advisors
Florida
$14K – – –
MW
740
Milestone Wealth
New York
$14K +$13.2K +158 New
CNBTD
741
Citizens National Bank Trust Department
Mississippi
$14K +$13.5K +162 New
WAC
742
William Allan Corp
Colorado
$14K +$14.1K +169 New
IAS
743
IMA Advisory Services
Colorado
$13K – – –
LPWM
744
Lake Point Wealth Management
Texas
$13K – – –
BAM
745
Bellevue Asset Management
Washington
$13K +$83 +1 +0.6%
CA
746
Centerpoint Advisors
Massachusetts
$13K +$12.3K +148 New
C
747
Covestor
United Kingdom
$13K +$12.6K +151 New
LCM
748
Logan Capital Management
Pennsylvania
$12K – – –
LF
749
Lee Financial
Texas
$12K +$7.75K +93 +216%
EWA
750
EverSource Wealth Advisors
Alabama
$12K +$12K +144 New
28 29
30
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