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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
776
Altus Wealth Group
Colorado
– -$79K -1,226 Closed
CAAS
777
Capital Asset Advisory Services
Michigan
– -$70K -1,081 Closed
PWM
778
Perigon Wealth Management
California
– -$69K -1,069 Closed
FCH
779
Freestone Capital Holdings
Washington
– -$65.8K -1,019 Closed
VCG
780
Vantage Consulting Group
Virginia
– -$53K -826 Closed
CCA
781
Childress Capital Advisors
Texas
– -$52K -799 Closed
FWM
782
FSA Wealth Management
Massachusetts
– -$28K -429 Closed
TI
783
tru Independence
Oregon
– -$24 -371 Closed
CTFG
784
Capstone Triton Financial Group
Oklahoma
– -$22K -340 Closed
CCM
785
Covington Capital Management
California
– -$19K -300 Closed
HGWM
786
Harvest Group Wealth Management
Massachusetts
– -$19K -300 Closed
BSSFA
787
Baron Silver Stevens Financial Advisors
Florida
– -$14K -229 Closed
O
788
Ossiam
France
– -$14K -218 Closed
SIAG
789
Signet Investment Advisory Group
Rhode Island
– -$13K -200 Closed
TPWA
790
TRUE Private Wealth Advisors
Oregon
– -$9K -150 Closed
RPWA
791
Regent Peak Wealth Advisors
Georgia
– -$9K -146 Closed
SIAG
792
Safeguard Investment Advisory Group
California
– -$6K -98 Closed
PVH
793
Psagot Value Holdings
Israel
– -$3K -50 Closed
TF
794
Tompkins Financial
New York
– -$3K -47 Closed
ICP
795
Interchange Capital Partners
Pennsylvania
– -$2K -44 Closed
ONST
796
Old North State Trust
North Carolina
– -$2K -27 Closed
BHWM
797
Bay Harbor Wealth Management
Maryland
– -$2K -25 Closed
RIA
798
RPG Investment Advisory
California
– -$1K -20 Closed
GWMIA
799
Global Wealth Management Investment Advisory
Florida
– -$1K -16 Closed
FWM
800
ForthRight Wealth Management
Georgia
– -$1K -8 Closed
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