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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
TFIPS
751
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.01M +$110K +521 +13%
AF
752
Alerus Financial
North Dakota
$1.01M +$536K +2,536 +132%
HIP
753
HUB Investment Partners
Texas
$1.01M +$361K +1,709 +62%
CS
754
Capital Square
Tennessee
$1.01M -$37.6K -178 -4%
TBA
755
Tower Bridge Advisors
Pennsylvania
$1M – – –
PWPS
756
Pinnacle Wealth Planning Services
Ohio
$1M +$3.38K +16 +0.4%
AWM
757
Axxcess Wealth Management
California
$1M +$693K +3,277 +290%
ISL
758
Ingalls & Snyder LLC
New York
$998K – – –
PMG
759
ProVise Management Group
Florida
$995K – – –
WTC
760
WhitTier Trust Company
Nevada
$992K +$7.4K +35 +0.8%
JSAM
761
J. Safra Asset Management
New York
$986K +$895K +4,233 +3,848%
FC
762
Fulcrum Capital
Washington
$982K -$32.8K -155 -3%
MT
763
Midwest Trust
Kansas
$981K -$24.3K -115 -3%
VR
764
Valued Retirements
Texas
$962K +$56.2K +266 +7%
FVWA
765
Foster Victor Wealth Advisors
South Carolina
$960K -$4.65K -22 -0.5%
PIA
766
Panoramic Investment Advisors
Colorado
$954K – – –
SC
767
Saiph Capital
New Jersey
$953K +$52.4K +248 +6%
JIC
768
Johnson Investment Counsel
Ohio
$947K +$29K +137 +3%
ABC
769
Associated Banc-Corp
Wisconsin
$946K -$1.69K -8 -0.2%
DJSG
770
D.J. St. Germain
Massachusetts
$944K – – –
SCM
771
Stevens Capital Management
Pennsylvania
$940K -$1.48M -6,979 -63%
LCIP
772
Life Cycle Investment Partners
$935K -$900K -4,257 -51%
TCM
773
Tuttle Capital Management
Connecticut
$933K – – –
SFA
774
Souders Financial Advisors
Ohio
$932K +$19.4K +92 +2%
SW
775
Simplicity Wealth
New Jersey
$931K +$77K +364 +10%
29 30
31
32 33