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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
801
Plante Moran Financial Advisors
Michigan
$18K – – –
OSAM
802
O'Shaughnessy Asset Management
Connecticut
$18K +$18.7K +218 New
RMAM
803
Raab & Moskowitz Asset Management
New Jersey
$18K +$19.3K +225 New
FP
804
Financial Perspectives
Minnesota
$17.7K +$18.5K +216 New
1IA
805
1834 Investment Advisors
Wisconsin
$17K – – –
PGAM
806
Princeton Global Asset Management
New Jersey
$17K +$17.9K +209 New
LPWM
807
Lake Point Wealth Management
Texas
$17K +$18.2K +212 New
SWA
808
Sutton Wealth Advisors
Florida
$16.6K – – –
VNA
809
Valley National Advisers
Pennsylvania
$16K – – –
GAM
810
Gemmer Asset Management
California
$16K +$428 +5 +3%
ME
811
McIlrath & Eck
Washington
$15K – – –
GWS
812
Glassman Wealth Services
Virginia
$15K +$942 +11 +7%
GSC
813
G&S Capital
Colorado
$14K -$3.93M -45,867 -100%
IFAM
814
Institutional & Family Asset Management
Colorado
$14K – – –
LWA
815
Lowe Wealth Advisors
Maryland
$14K – – –
HB
816
Horizon Bancorp
Indiana
$14K +$15K +175 New
TWA
817
TCI Wealth Advisors
Arizona
$13K +$3.85K +45 +38%
SIC
818
Salem Investment Counselors
North Carolina
$13K +$13.5K +158 New
TI
819
tru Independence
Oregon
$13K +$25.3K +295 New
CFG
820
Citizens Financial Group
Rhode Island
$12K -$29.3K -342 -69%
TPWA
821
TRUE Private Wealth Advisors
Oregon
$12K +$12.8K +150 New
CTB
822
Country Trust Bank
Illinois
$11K -$7.62K -89 -39%
MRCM
823
M&R Capital Management
New Jersey
$11K – – –
SWM
824
Selective Wealth Management
Virginia
$11K – – –
HIA
825
Harbor Investment Advisory
Maryland
$11K +$11.1K +130 New
31 32
33
34 35