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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
726
Highlander Capital Management
New Jersey
$48K – – –
VNA
727
Valley National Advisers
Pennsylvania
$48K – – –
AFS
728
Annapolis Financial Services
Maryland
$48K +$43.4K +500 New
JFA
729
JNBA Financial Advisors
Minnesota
$45K – – –
WTA
730
Washington Trust Advisors
Massachusetts
$43K -$4.34K -50 -10%
PB
731
Pinnacle Bancorp
Nebraska
$43K – – –
ACA
732
Atlas Capital Advisors
Wyoming
$42.2K – – –
RCM
733
Raleigh Capital Management
North Carolina
$42K -$5.21K -60 -12%
TFS
734
TrustCore Financial Services
Tennessee
$42K +$38.4K +442 New
SWA
735
Sutton Wealth Advisors
Florida
$40.5K +$1.04K +12 +3%
PFGIA
736
Patriot Financial Group Insurance Agency
Massachusetts
$40K -$6.95K -80 -16%
DI
737
Disciplined Investments
Oklahoma
$37K +$33.6K +387 New
SSG
738
Summit Securities Group
New York
$36K +$32.9K +379 New
SCM
739
Silvant Capital Management
Georgia
$33K – – –
TCM
740
Tradewinds Capital Management
Washington
$33K +$174 +2 +0.6%
NFSG
741
Newbridge Financial Services Group
Florida
$33K +$4K +46 +16%
HWA
742
Heritage Wealth Advisors
Virginia
$32K – – –
PSB
743
Piscataqua Savings Bank
New Hampshire
$32K – – –
MA
744
MUFG Americas
New York
$31K -$15.4K -177 -35%
AAP
745
Arax Advisory Partners
Colorado
$31K -$4.26K -49 -13%
FBT
746
First Bank & Trust
South Dakota
$31K -$434 -5 -2%
ZIG
747
Zullo Investment Group
Pennsylvania
$29K -$3.91K -45 -13%
LFG
748
Larson Financial Group
Missouri
$29K – – –
SAM
749
Strategic Asset Management
Minnesota
$29K – – –
C
750
Covestor
United Kingdom
$29K +$12.8K +147 +97%
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30
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