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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
826
Brooklyn Investment Group
New York
$219K +$200K +1,712 New
SCP
827
Sivia Capital Partners
California
$219K +$200K +1,710 New
LIM
828
Leavell Investment Management
Alabama
$218K +$198K +1,700 New
MC
829
Middleton & Co
Massachusetts
$218K +$198K +1,700 New
LI
830
Lafayette Investments
Maryland
$218K +$198K +1,699 New
CIAS
831
Capital Investment Advisory Services
North Carolina
$216K +$197K +1,690 New
CFP
832
Catalyst Financial Partners
Massachusetts
$216K +$197K +1,690 New
WMA
833
West Michigan Advisors
Michigan
$216K +$197K +1,690 New
WFI
834
West Family Investments
California
$215K +$196K +1,679 New
IF
835
Intrua Financial
Texas
$215K -$405K -3,474 -67%
FNBT
836
FineMark National Bank & Trust
Florida
$212K -$159K -1,359 -45%
FFN
837
Focus Financial Network
Minnesota
$212K +$193K +1,657 New
HAIM
838
Hunter Associates Investment Management
Pennsylvania
$212K +$193K +1,650 New
LIG
839
Lokken Investment Group
Delaware
$212K +$193K +1,654 New
AWM
840
Aberdeen Wealth Management
Illinois
$211K +$193K +1,650 New
MBTD
841
Mechanics Bank - Trust Department
California
$211K +$192K +1,649 New
AWM
842
Accurate Wealth Management
Florida
$211K +$190K +1,630 New
PCP
843
Proficio Capital Partners
Massachusetts
$209K -$247K -2,113 -56%
AWM
844
AE Wealth Management
Kansas
$207K -$141K -1,211 -43%
WKWM
845
Walter & Keenan Wealth Management
Indiana
$207K +$188K +1,613 New
SCA
846
Stonebridge Capital Advisors
Minnesota
$206K +$188K +1,608 New
HIA
847
Harbor Investment Advisory
Maryland
$204K -$350 -3 -0.2%
BCMLT
848
Beacon Capital Management LLC (Tennessee)
Tennessee
$204K +$24.7K +212 +15%
RPWA
849
Regent Peak Wealth Advisors
Georgia
$204K +$186K +1,590 New
TPCW
850
TD Private Client Wealth
New York
$203K +$4.32K +37 +2%
32 33
34
35 36