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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1001
SeaCrest Wealth Management
New York
– -$218K -2,461 Closed
GWA
1002
Gratus Wealth Advisors
Virginia
– -$218K -2,413 Closed
HAIM
1003
Hunter Associates Investment Management
Pennsylvania
– -$217K -2,400 Closed
WANY
1004
Wealthspire Advisors (New York)
New York
– -$213K -2,360 Closed
MIS
1005
Morningstar Investment Services
Illinois
– -$214K -2,344 Closed
GWS
1006
Glassman Wealth Services
Virginia
– -$208K -2,306 Closed
NWM
1007
Northcape Wealth Management
New York
– -$205K -2,271 Closed
GIA
1008
Gateway Investment Advisers
Ohio
– -$203K -2,252 Closed
ARC
1009
Advisor Resource Council
Texas
– -$201K -2,229 Closed
EL
1010
EMFO LLC
Florida
– -$104K -1,150 Closed
WTG
1011
West Tower Group
Virginia
– -$94.9K -1,053 Closed
LA
1012
LM Advisors
California
– -$62.2K -690 Closed
FWM
1013
Focused Wealth Management
New York
– -$53.4K -593 Closed
TCWA
1014
Turtle Creek Wealth Advisors
Texas
– -$49.1K -545 Closed
ST
1015
Smithfield Trust
Pennsylvania
– -$45K -500 Closed
FFA
1016
First Foundation Advisors
California
– -$27.3K -303 Closed
TVAMP
1017
Tennessee Valley Asset Management Partners
Tennessee
– -$21.7K -241 Closed
MCA
1018
Maryland Capital Advisors
Maryland
– -$16K -177 Closed
EC
1019
EdgeRock Capital
Colorado
– -$12.7K -144 Closed
MTIC
1020
Missouri Trust & Investment Company
Missouri
– -$9.02K -100 Closed
CIA
1021
Cape Investment Advisory
Georgia
– -$7.39K -82 Closed
LF
1022
Lee Financial
Texas
– -$3.16K -35 Closed
LIWM
1023
Long Island Wealth Management
New York
– -$2K -21 Closed
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