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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
RMAM
801
Raab & Moskowitz Asset Management
New Jersey
$18K +$19.3K +225 New
FP
802
Financial Perspectives
Minnesota
$17.7K +$18.5K +216 New
1IA
803
1834 Investment Advisors
Wisconsin
$17K – – –
LPWM
804
Lake Point Wealth Management
Texas
$17K +$18.2K +212 New
SWA
805
Sutton Wealth Advisors
Florida
$16.6K – – –
VNA
806
Valley National Advisers
Pennsylvania
$16K – – –
GAM
807
Gemmer Asset Management
California
$16K +$428 +5 +3%
ME
808
McIlrath & Eck
Washington
$15K – – –
GWS
809
Glassman Wealth Services
Virginia
$15K +$942 +11 +7%
GSC
810
G&S Capital
Colorado
$14K -$3.93M -45,867 -100%
IFAM
811
Institutional & Family Asset Management
Colorado
$14K – – –
LWA
812
Lowe Wealth Advisors
Maryland
$14K – – –
HB
813
Horizon Bancorp
Indiana
$14K +$15K +175 New
TWA
814
TCI Wealth Advisors
Arizona
$13K +$3.85K +45 +38%
SIC
815
Salem Investment Counselors
North Carolina
$13K +$13.5K +158 New
TI
816
tru Independence
Oregon
$13K +$25.3K +295 New
CFG
817
Citizens Financial Group
Rhode Island
$12K -$29.3K -342 -69%
TPWA
818
TRUE Private Wealth Advisors
Oregon
$12K +$12.8K +150 New
CTB
819
Country Trust Bank
Illinois
$11K -$7.62K -89 -39%
MRCM
820
M&R Capital Management
New Jersey
$11K – – –
SWM
821
Selective Wealth Management
Virginia
$11K – – –
HIA
822
Harbor Investment Advisory
Maryland
$11K +$11.1K +130 New
IA
823
IndexIQ Advisors
New York
$11K +$12K +140 New
THWM
824
Taylor Hoffman Wealth Management
Virginia
$10K – – –
FGAM
825
Financial Gravity Asset Management
Texas
$9K -$171 -2 -2%
31 32
33
34 35