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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
726
Southland Equity Partners
Missouri
$698K +$1.15K +7 +0.2%
WTC
727
WhitTier Trust Company
Nevada
$696K -$5.09K -31 -0.8%
CMMS
728
Comprehensive Money Management Services
Florida
$690K -$48.5K -295 -7%
CIM
729
Cambria Investment Management
California
$689K +$85.5K +520 +16%
VHAM
730
Van Hulzen Asset Management
California
$688K – – –
GT
731
Glenview Trust
Kentucky
$679K -$12.7K -77 -2%
GVAG
732
Great Valley Advisor Group
Delaware
$677K +$2.47K +15 +0.4%
DG
733
DigitalBridge Group
Florida
$677K +$625K +3,800 New
RSA
734
River Street Advisors
Illinois
$666K +$7.56K +46 +1%
MFGM
735
Marshall Financial Group (Maryland)
Maryland
$666K -$74.6K -454 -11%
HAG
736
HF Advisory Group
Maryland
$657K -$4.27K -26 -0.7%
CSC
737
Caldwell Sutter Capital
California
$656K -$4.27K -26 -0.7%
PAM
738
Panagora Asset Management
Massachusetts
$646K – – –
MC
739
Moors & Cabot
Massachusetts
$643K – – –
LC
740
LCNB Corp
Ohio
$635K – – –
FWP
741
Family Wealth Partners
North Carolina
$635K +$240K +1,461 +69%
ATS
742
Ashton Thomas Securities
New York
$633K +$32.7K +199 +6%
PPG
743
Peak Planning Group
Colorado
$633K +$657 +4 +0.1%
MWM
744
Moran Wealth Management
Florida
$633K +$30.6K +186 +6%
FLPIM
745
F.L. Putnam Investment Management
Massachusetts
$633K -$47.7K -290 -8%
AFA
746
AA Financial Advisors
Ohio
$632K -$5.42K -33 -0.9%
BWP
747
Balboa Wealth Partners
Arizona
$629K -$10.7K -65 -2%
MFIM
748
Mesirow Financial Investment Management
Illinois
$628K -$80.9K -492 -12%
FMLI
749
Fukoku Mutual Life Insurance
Japan
$627K – – –
WFI
750
West Family Investments
California
$622K +$7.89K +48 +1%
28 29
30
31 32