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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
776
180 Wealth Advisors
Washington
$769K -$2.77K -14 -0.4%
DF
777
Donoghue Forlines
Massachusetts
$767K -$1.89M -9,544 -71%
BIM
778
Baldwin Investment Management
Pennsylvania
$766K -$39.5K -200 -5%
ASN
779
Advisory Services Network
Georgia
$760K +$95.8K +485 +14%
SEP
780
Southland Equity Partners
Missouri
$760K -$20.6K -104 -3%
TCIIS
781
TIAA-CREF Individual & Institutional Services
New York
$758K +$758K +3,834 New
TPCW
782
TD Private Client Wealth
New York
$758K +$127K +645 +20%
MAS
783
Madden Advisory Services
Florida
$753K -$207K -1,048 -22%
GVAG
784
Great Valley Advisor Group
Delaware
$751K -$1.98K -10 -0.3%
SW
785
Simplicity Wealth
New Jersey
$739K +$46.6K +236 +7%
DCM
786
Driehaus Capital Management
Illinois
$738K +$240K +1,212 +48%
DWM
787
Dogwood Wealth Management
Kansas
$737K -$75.1K -380 -9%
LAM
788
L2 Asset Management
Massachusetts
$733K +$49.4K +250 +7%
RCAG
789
Rehmann Capital Advisory Group
Michigan
$720K -$92.9K -470 -11%
CI
790
CX Institutional
Indiana
$719K +$27.3K +138 +4%
FWP
791
Family Wealth Partners
North Carolina
$717K +$12.4K +63 +2%
KNW
792
Kesler Norman & Wride
Utah
$717K +$717K +3,629 New
FLPIM
793
F.L. Putnam Investment Management
Massachusetts
$717K +$14.2K +72 +2%
PAM
794
Panagora Asset Management
Massachusetts
$717K – – –
CA
795
CoreCap Advisors
Michigan
$712K -$2.37K -12 -0.3%
AAS
796
Ameritas Advisory Services
Nebraska
$711K -$23.5K -119 -3%
PWMA
797
Pension & Wealth Management Advisors
Massachusetts
$711K -$925K -4,682 -57%
VHAM
798
Van Hulzen Asset Management
California
$705K +$1.19K +6 +0.2%
PPG
799
Peak Planning Group
Colorado
$700K -$4.35K -22 -0.6%
SAM
800
Strategy Asset Managers
California
$695K +$7.11K +36 +1%
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