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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
801
Capital Bank & Trust
California
– -$69K -1,078 Closed
EDRH
802
Edmond de Rothschild Holding
Switzerland
– -$58K -900 Closed
SCM
803
Southport Capital Management
Tennessee
– -$36K -565 Closed
RWA
804
Ropes Wealth Advisors
Massachusetts
– -$32K -500 Closed
CPIG
805
Chicago Partners Investment Group
Illinois
– -$32K -488 Closed
APP
806
Avantax Planning Partners
Iowa
– -$30K -466 Closed
KF
807
Krilogy Financial
Missouri
– -$26K -400 Closed
WC
808
Whitney & Co
New York
– -$27K -391 Closed
WSTAM
809
Wilbanks Smith & Thomas Asset Management
Virginia
– -$23K -359 Closed
CIM
810
Centersquare Investment Management
Pennsylvania
– -$17.3K -255 -97%
MA
811
MUFG Americas
New York
– -$16K -250 Closed
MFBTD
812
MB Financial Bank - Trust Department
Illinois
– -$15K -228 Closed
RMAM
813
Raab & Moskowitz Asset Management
New Jersey
– -$14K -226 Closed
WPW
814
Winthrop Partners - WNY
New York
– -$14.5K -225 Closed
POIA
815
Pin Oak Investment Advisors
Texas
– -$14K -212 Closed
AF
816
Allworth Financial
California
– -$13K -205 Closed
NCM
817
New Capital Management
Texas
– -$13K -205 Closed
TPWA
818
TRUE Private Wealth Advisors
Oregon
– -$12.5K -194 Closed
CAG
819
Csenge Advisory Group
Florida
– -$11K -157 Closed
SFM
820
Signet Financial Management
New Jersey
– -$9K -147 Closed
TC
821
Trilogy Capital
California
– -$9K -142 Closed
ECM
822
Exchange Capital Management
Michigan
– -$9K -133 Closed
SWMG
823
Signature Wealth Management Group
Georgia
– -$8K -122 Closed
KIG
824
Kessler Investment Group
Indiana
– -$5K -70 Closed
JWA
825
JFS Wealth Advisors
Pennsylvania
– -$4K -60 Closed
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