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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
926
Hilltop Holdings
Texas
$248K +$231K +1,622 New
GIA
927
Gateway Investment Advisers
Ohio
$246K +$229K +1,608 New
IP
928
Investment Partners
Ohio
$246K +$712 +5 +0.3%
HAIM
929
Hunter Associates Investment Management
Pennsylvania
$246K – – –
CIAS
930
Capital Investment Advisory Services
North Carolina
$246K +$229K +1,605 New
CI
931
Cherokee Insurance
Michigan
$245K – – –
I
932
InceptionR
California
$245K +$228K +1,599 New
CAMG
933
CWA Asset Management Group
Florida
$244K +$227K +1,592 New
EFM
934
E Fund Management
China
$244K +$227K +1,590 New
LWM
935
Liberty Wealth Management
California
$243K – – –
IAS
936
Investment Advisory Services
Texas
$242K -$14.2K -100 -6%
PFBT
937
Parkside Financial Bank & Trust
Missouri
$242K +$20.1K +141 +10%
MSAM
938
Moloney Securities Asset Management
Missouri
$241K -$42.6K -299 -16%
FGA
939
Fortis Group Advisors
New Jersey
$241K +$217K +1,521 +3,042%
RPWA
940
Regent Peak Wealth Advisors
Georgia
$241K -$3.42K -24 -2%
GCP
941
GSA Capital Partners
United Kingdom
$240K +$224K +1,569 New
SDWMA
942
Schneider Downs Wealth Management Advisors
Pennsylvania
$239K +$223K +1,562 New
MNBTD
943
Moody National Bank Trust Division
Texas
$238K +$221K +1,551 New
SC
944
SummitTX Capital
Texas
$237K +$221K +1,550 New
AHL
945
Abel Hall LLC
Louisiana
$237K +$221K +1,549 New
ZBNA
946
Zions Bancorporation, National Association
Utah
$236K +$219K +1,539 New
ARC
947
Advisor Resource Council
Texas
$235K +$255K +1,787 New
OL
948
OneFund LLC
Florida
$234K +$218K +1,527 New
PA
949
Procyon Advisors
Connecticut
$234K +$217K +1,526 New
BWL
950
Bogart Wealth LLC
Virginia
$234K +$997 +7 +0.5%
36 37
38
39 40