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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
801
TCTC Holdings
Texas
$132K – – –
KFI
802
Key Financial Inc
Pennsylvania
$128K – – –
WIM
803
Westside Investment Management
California
$125K – – –
CAL
804
Capital Analysts LLC
Pennsylvania
$124K +$5.59K +57 +5%
LS
805
Livforsakringsbolaget Skandia
Sweden
$119K +$39.2K +400 +54%
AIM
806
Arcadia Investment Management
Michigan
$115K – – –
ZB
807
Zions Bancorporation
Utah
$112K -$10.1K -103 -9%
AF
808
Advisornet Financial
Minnesota
$111K -$784 -8 -0.7%
CSB
809
City State Bank
Iowa
$110K – – –
WFS
810
Widmann Financial Services
Maryland
$107K +$101K +1,029 New
T
811
TOBAM
France
$107K -$756K -7,711 -88%
BWP
812
Baldwin Wealth Partners
Massachusetts
$104K – – –
CP
813
Camelot Portfolios
Ohio
$104K +$98K +1,000 New
IGWM
814
ICA Group Wealth Management
Colorado
$103K -$16.2K -165 -14%
NS
815
NBC Securities
Alabama
$100K – – –
FHA
816
First Horizon Advisors
Tennessee
$99.1K +$19.4K +198 +26%
IA
817
IFP Advisors
Florida
$98.8K -$7.84K -80 -8%
BG
818
Bollard Group
Massachusetts
$97K – – –
OIA
819
Optimum Investment Advisors
Illinois
$95.1K +$98 +1 +0.1%
PO
820
Private Ocean
California
$94.9K -$3.72K -38 -4%
TFF
821
The Family Firm
Maryland
$91K +$85.6K +873 New
WT
822
Washington Trust
Rhode Island
$88.6K – – –
VNA
823
Valley National Advisers
Pennsylvania
$86K -$980 -10 -1%
PFA
824
Pathway Financial Advisers
Indiana
$85.6K +$392 +4 +0.5%
IAIM
825
International Assets Investment Management
Florida
$85K +$79.9K +815 New
31 32
33
34 35