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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
826
Leavell Investment Management
Alabama
$218K +$198K +1,700 New
MC
827
Middleton & Co
Massachusetts
$218K +$198K +1,700 New
LI
828
Lafayette Investments
Maryland
$218K +$198K +1,699 New
CIAS
829
Capital Investment Advisory Services
North Carolina
$216K +$197K +1,690 New
CFP
830
Catalyst Financial Partners
Massachusetts
$216K +$197K +1,690 New
WMA
831
West Michigan Advisors
Michigan
$216K +$197K +1,690 New
WFI
832
West Family Investments
California
$215K +$196K +1,679 New
IF
833
Intrua Financial
Texas
$215K -$405K -3,474 -67%
FNBT
834
FineMark National Bank & Trust
Florida
$212K -$159K -1,359 -45%
FFN
835
Focus Financial Network
Minnesota
$212K +$193K +1,657 New
HAIM
836
Hunter Associates Investment Management
Pennsylvania
$212K +$193K +1,650 New
LIG
837
Lokken Investment Group
Delaware
$212K +$193K +1,654 New
AWM
838
Aberdeen Wealth Management
Illinois
$211K +$193K +1,650 New
MBTD
839
Mechanics Bank - Trust Department
California
$211K +$192K +1,649 New
AWM
840
Accurate Wealth Management
Florida
$211K +$190K +1,630 New
PCP
841
Proficio Capital Partners
Massachusetts
$209K -$247K -2,113 -56%
AWM
842
AE Wealth Management
Kansas
$207K -$141K -1,211 -43%
WKWM
843
Walter & Keenan Wealth Management
Indiana
$207K +$188K +1,613 New
SCA
844
Stonebridge Capital Advisors
Minnesota
$206K +$188K +1,608 New
GSEP
845
Golden State Equity Partners
California
$206K -$137K -1,175 -42%
HIA
846
Harbor Investment Advisory
Maryland
$204K -$350 -3 -0.2%
BCMLT
847
Beacon Capital Management LLC (Tennessee)
Tennessee
$204K +$24.7K +212 +15%
RPWA
848
Regent Peak Wealth Advisors
Georgia
$204K +$186K +1,590 New
TPCW
849
TD Private Client Wealth
New York
$203K +$4.32K +37 +2%
LWM
850
Liberty Wealth Management
California
$203K +$185K +1,587 New
32 33
34
35 36