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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
776
Mather Group
Illinois
$181K -$784 -8 -0.4%
CTA
777
Colonial Trust Advisors
South Carolina
$179K -$392 -4 -0.2%
QL
778
Quarry LP
New York
$178K +$111K +1,137 +198%
TFIPS
779
Towarzystwo Funduszy Inwestycyjnych PZU SA
$177K – – –
HIA
780
Harbor Investment Advisory
Maryland
$167K +$294 +3 +0.2%
RTC
781
Riverview Trust Company
Washington
$165K – – –
TPCW
782
TD Private Client Wealth
New York
$162K +$9.51K +97 +7%
FC
783
Fairscale Capital
New Hampshire
$159K +$147K +1,503 New
BWL
784
Bogart Wealth LLC
Virginia
$158K -$182K -1,858 -55%
HDIM
785
Hanson & Doremus Investment Management
Vermont
$156K – – –
CA
786
Continuum Advisory
Idaho
$153K +$98 +1 +0.1%
SWS
787
SYSTM Wealth Solutions
Illinois
$151K -$48.5K -495 -25%
GXJ
788
Global X Japan
Japan
$148K +$139K +1,422 New
BCMLT
789
Beacon Capital Management LLC (Tennessee)
Tennessee
$144K +$3.23K +33 +2%
MCM
790
MV Capital Management
Maryland
$144K +$1.08K +11 +0.8%
APC
791
Aspire Private Capital
North Carolina
$143K +$294 +3 +0.2%
PFBT
792
Parkside Financial Bank & Trust
Missouri
$143K +$2.55K +26 +2%
RIL
793
Rothschild Investment LLC
Illinois
$137K +$12.6K +129 +11%
TWP
794
Triad Wealth Partners
Kansas
$137K +$129K +1,317 New
AA
795
Alta Advisers
United Kingdom
$136K – – –
SIC
796
SJS Investment Consulting
Ohio
$135K -$5.59K -57 -4%
TWC
797
TD Waterhouse Canada
Ontario, Canada
$135K +$3.63K +37 +3%
TH
798
TCTC Holdings
Texas
$132K – – –
KFI
799
Key Financial Inc
Pennsylvania
$128K – – –
WIM
800
Westside Investment Management
California
$125K – – –
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32
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