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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
751
Balboa Wealth Partners
Arizona
$827K +$145K +734 +21%
ABC
752
Associated Banc-Corp
Wisconsin
$825K +$1.58K +8 +0.2%
DJSG
753
D.J. St. Germain
Massachusetts
$822K -$21.1K -107 -3%
TCM
754
Tuttle Capital Management
Connecticut
$813K – – –
AWM
755
AE Wealth Management
Kansas
$811K +$125K +631 +18%
IAN
756
Integrated Advisors Network
Texas
$809K -$158K -797 -16%
RSA
757
River Street Advisors
Illinois
$805K +$45.5K +230 +6%
JCIA
758
Jackson Creek Investment Advisors
Colorado
$803K -$52.4K -265 -6%
HSA
759
HBK Sorce Advisory
Pennsylvania
$801K +$69.2K +350 +10%
PCG
760
Prosperity Consulting Group
Maryland
$801K +$66.8K +338 +9%
TCWA
761
Turtle Creek Wealth Advisors
Texas
$799K +$109K +552 +16%
JIC
762
Johnson Investment Counsel
Ohio
$798K -$347K -1,756 -30%
BHC
763
Bull Harbor Capital
Maryland
$796K +$796K +4,028 New
MWM
764
Manske Wealth Management
Texas
$796K -$24.7K -125 -3%
SFA
765
Souders Financial Advisors
Ohio
$794K +$68.6K +347 +9%
CSC
766
Caldwell Sutter Capital
California
$794K +$76.5K +387 +11%
BFG
767
Beto Financial Group
Idaho
$793K +$5.53K +28 +0.8%
GFA
768
Gallagher Fiduciary Advisors
Illinois
$787K -$506K -2,559 -39%
VR
769
Valued Retirements
Texas
$785K +$95.6K +484 +14%
CFA
770
Churchill Financial Advisors
Kentucky
$785K -$24.7K -125 -3%
TFIPS
771
Towarzystwo Funduszy Inwestycyjnych PZU SA
$781K +$79K +400 +11%
SC
772
Saiph Capital
New Jersey
$781K +$780K +3,949 New
SOS
773
Silver Oak Securities
Tennessee
$775K +$140K +710 +22%
CMMS
774
Comprehensive Money Management Services
Florida
$775K +$8.89K +45 +1%
GT
775
Glenview Trust
Kentucky
$771K +$395 +2 +0.1%
29 30
31
32 33