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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
851
Geller Advisors
New York
– -$201K -2,491 Closed
AIM
852
Achmea Investment Management
Netherlands
– -$141K -1,744 Closed
KI
853
Kapitalo Investimentos
Brazil
– -$128K -1,567 Closed
IGWM
854
ICA Group Wealth Management
Colorado
– -$87.7K -1,084 Closed
SSG
855
Summit Securities Group
New York
– -$53.3K -648 -100%
HCM
856
Highlander Capital Management
New Jersey
– -$40K -500 Closed
DI
857
Disciplined Investments
Oklahoma
– -$31.3K -387 Closed
TFP
858
Tilia Fiduciary Partners
North Carolina
– -$31.3K -387 Closed
CFO
859
CVA Family Office
Colorado
– -$24.7K -305 Closed
PIAS
860
PCA Investment Advisory Services
Ohio
– -$11.2K -138 Closed
TFA
861
Toth Financial Advisory
Virginia
– -$10.8K -134 Closed
HWM
862
Horizons Wealth Management
North Carolina
– -$9.21K -114 Closed
WTG
863
West Tower Group
Virginia
– -$8.57K -106 Closed
RDIA
864
RE Dickinson Investment Advisors
Iowa
– -$8K -100 Closed
MA
865
Montag & Associates
Georgia
– -$7.44K -92 Closed
CWA
866
Clearview Wealth Advisors
Oregon
– -$3.4K -42 Closed
KFP
867
KB Financial Partners
New Jersey
– -$3K -40 Closed
TAIM
868
TD Ameritrade Investment Management
Nebraska
– -$2K -27 Closed
EBA
869
Eagle Bay Advisors
New York
– -$1.21K -15 Closed
YDMI
870
Y.D. More Investments
Israel
– -$1.05K -13 Closed
FA
871
Fiduciary Alliance
South Carolina
– -$728 -9 Closed
SF
872
Safeguard Financial
Wisconsin
– -$1K -6 Closed
UFF
873
USA Financial Formulas
Michigan
– -$404 -5 Closed
CA
874
Crewe Advisors
Utah
– -$162 -2 Closed
CAM
875
ClariVest Asset Management
California
– +$493 +6 New
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