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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
776
Bullock Wealth Management
Indiana
$188K +$5.29K +54 +3%
BTI
777
Blue Trust Inc
Georgia
$188K +$163K +1,663 +471%
CH
778
Cromwell Holdings
Wyoming
$186K +$175K +1,781 New
MG
779
Mather Group
Illinois
$181K -$784 -8 -0.4%
CTA
780
Colonial Trust Advisors
South Carolina
$179K -$392 -4 -0.2%
QL
781
Quarry LP
New York
$178K +$111K +1,137 +198%
TFIPS
782
Towarzystwo Funduszy Inwestycyjnych PZU SA
$177K – – –
HIA
783
Harbor Investment Advisory
Maryland
$167K +$294 +3 +0.2%
RTC
784
Riverview Trust Company
Washington
$165K – – –
TPCW
785
TD Private Client Wealth
New York
$162K +$9.51K +97 +7%
FC
786
Fairscale Capital
New Hampshire
$159K +$147K +1,503 New
BWL
787
Bogart Wealth LLC
Virginia
$158K -$182K -1,858 -55%
HDIM
788
Hanson & Doremus Investment Management
Vermont
$156K – – –
CA
789
Continuum Advisory
Idaho
$153K +$98 +1 +0.1%
SWS
790
SYSTM Wealth Solutions
Illinois
$151K -$48.5K -495 -25%
GXJ
791
Global X Japan
Japan
$148K +$139K +1,422 New
BCMLT
792
Beacon Capital Management LLC (Tennessee)
Tennessee
$144K +$3.23K +33 +2%
MCM
793
MV Capital Management
Maryland
$144K +$1.08K +11 +0.8%
APC
794
Aspire Private Capital
North Carolina
$143K +$294 +3 +0.2%
PFBT
795
Parkside Financial Bank & Trust
Missouri
$143K +$2.55K +26 +2%
RIL
796
Rothschild Investment LLC
Illinois
$137K +$12.6K +129 +11%
TWP
797
Triad Wealth Partners
Kansas
$137K +$129K +1,317 New
AA
798
Alta Advisers
United Kingdom
$136K – – –
SIC
799
SJS Investment Consulting
Ohio
$135K -$5.59K -57 -4%
TWC
800
TD Waterhouse Canada
Ontario, Canada
$135K +$3.63K +37 +3%
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