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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
751
Brown Brothers Harriman & Co
New York
$742K +$278K +1,489 +59%
SEP
752
Southland Equity Partners
Missouri
$733K +$5.42K +29 +0.7%
AWM
753
Aprio Wealth Management
Georgia
$730K +$357K +1,910 +94%
1WA
754
180 Wealth Advisors
Washington
$724K -$549K -2,940 -43%
GT
755
Glenview Trust
Kentucky
$724K +$16.4K +88 +2%
PCS
756
Personal CFO Solutions
New Jersey
$721K +$232K +1,240 +47%
CMMS
757
Comprehensive Money Management Services
Florida
$719K – – –
CIM
758
Cambria Investment Management
California
$718K +$187 +1 +0%
RSA
759
River Street Advisors
Illinois
$713K +$19.2K +103 +3%
AFA
760
AA Financial Advisors
Ohio
$712K +$54K +289 +8%
ZBNA
761
Zions Bancorporation, National Association
Utah
$706K +$297K +1,589 +72%
GVAG
762
Great Valley Advisor Group
Delaware
$706K +$747 +4 +0.1%
EFS
763
Essex Financial Services
Connecticut
$703K +$144K +771 +26%
FC
764
Farringdon Capital
United Kingdom
$695K +$699K +3,745 New
BWM
765
Buckley Wealth Management
Nevada
$694K +$698K +3,738 New
BFG
766
Beto Financial Group
Idaho
$692K +$690K +3,694 New
AAS
767
Ameritas Advisory Services
Nebraska
$690K +$149K +799 +27%
PCG
768
Prosperity Consulting Group
Maryland
$689K +$176K +940 +34%
CH
769
CDKV Holdings
Colorado
$689K +$132K +708 New
BRWA
770
B. Riley Wealth Advisors
Florida
$681K +$113K +605 +20%
SFA
771
Souders Financial Advisors
Ohio
$681K +$151K +811 +28%
CSC
772
Caldwell Sutter Capital
California
$673K -$10.8K -58 -2%
PAM
773
Panagora Asset Management
Massachusetts
$673K – – –
CA
774
CoreCap Advisors
Michigan
$671K +$40K +214 +6%
AAP
775
Arax Advisory Partners
Colorado
$670K -$1.75M -9,386 -72%
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