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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
776
Key Financial Inc
Pennsylvania
$115K – – –
RIL
777
Rothschild Investment LLC
Illinois
$111K +$1.81K +20 +2%
WIM
778
Westside Investment Management
California
$111K – – –
ZB
779
Zions Bancorporation
Utah
$110K -$2.35K -26 -2%
IGWM
780
ICA Group Wealth Management
Colorado
$107K +$3.35K +37 +3%
CAL
781
Capital Analysts LLC
Pennsylvania
$106K +$181 +2 +0.2%
DWM
782
Dogwood Wealth Management
Kansas
$105K +$23.4K +258 +30%
AIM
783
Arcadia Investment Management
Michigan
$103K – – –
AF
784
Advisornet Financial
Minnesota
$100K +$634 +7 +0.7%
CSB
785
City State Bank
Iowa
$99K – – –
PAM
786
Paradigm Asset Management
New York
$97K – – –
IA
787
IFP Advisors
Florida
$96K +$8.51K +94 +10%
BWP
788
Baldwin Wealth Partners
Massachusetts
$93.4K – – –
NS
789
NBC Securities
Alabama
$89K – – –
PO
790
Private Ocean
California
$88.6K – – –
BG
791
Bollard Group
Massachusetts
$87K – – –
OIA
792
Optimum Investment Advisors
Illinois
$85.1K +$91 +1 +0.1%
GEA
793
Glen Eagle Advisors
New Jersey
$81.8K +$5.16K +57 +7%
MHR
794
Matthew Hamilton Rosenberg
$81.2K – – –
TC
795
Trust Company
Kansas
$79.4K – – –
WT
796
Washington Trust
Rhode Island
$79.4K – – –
NSIM
797
North Star Investment Management
Illinois
$79.3K +$30.2K +333 +65%
VNA
798
Valley National Advisers
Pennsylvania
$78K -$7.7K -85 -9%
PFA
799
Pathway Financial Advisers
Indiana
$76.5K -$11.9K -131 -14%
PTC
800
Private Trust Company
Ohio
$75.5K -$1.54K -17 -2%
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