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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
951
Stonebrook Private
Michigan
$231K +$215K +1,509 New
FFS
952
Founders Financial Securities
Maryland
$231K +$221K +1,549 New
HDIM
953
Hanson & Doremus Investment Management
Vermont
$230K – – –
WAP
954
Wealthcare Advisory Partners
Pennsylvania
$230K +$214K +1,500 New
CAM
955
Cidel Asset Management
Ontario, Canada
$230K -$21.9K -154 -9%
PFPT
956
Pinnacle Financial Partners (Tennessee)
Tennessee
$229K +$213K +1,496 New
CC
957
Courier Capital
New York
$229K +$213K +1,495 New
RTC
958
Riverview Trust Company
Washington
$229K -$1.43K -10 -0.7%
TIA
959
Trust Investment Advisors
Indiana
$228K +$212K +1,486 New
LFG
960
Larson Financial Group
Missouri
$228K +$121K +849 +133%
OBWG
961
Onyx Bridge Wealth Group
New York
$228K +$212K +1,485 New
CWM
962
Challenger Wealth Management
California
$227K +$211K +1,483 New
AWE
963
Avidian Wealth Enterprises
Texas
$226K -$125K -880 -37%
SFS
964
Sowell Financial Services
Arkansas
$226K +$210K +1,476 New
AAP
965
Arax Advisory Partners
Colorado
$226K +$61.8K +434 +42%
BHIA
966
Birch Hill Investment Advisors
Massachusetts
$226K +$210K +1,472 New
FHA
967
Flagship Harbor Advisors
Massachusetts
$223K +$208K +1,459 New
FFP
968
FourThought Financial Partners
Florida
$223K +$208K +1,457 New
SMC
969
Smith, Moore & Co
Missouri
$223K +$207K +1,455 New
KIA
970
KCM Investment Advisors
California
$223K +$207K +1,455 New
ACM
971
Advisors Capital Management
New Jersey
$223K +$207K +1,454 New
SEIA
972
Signature Estate & Investment Advisors
California
$222K -$51.3K -360 -20%
FC
973
Fairscale Capital
New Hampshire
$222K – – –
PWP
974
Phillips Wealth Planners
Mississippi
$221K +$221K +1,552 New
VAF
975
Values Added Financial
District of Columbia
$221K +$206K +1,443 New
37 38
39
40 41