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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MHC
1026
May Hill Capital
Massachusetts
$291K +$25.4K +136 +10%
FFS
1027
Founders Financial Securities
Maryland
$290K +$16.2K +87 +6%
PE
1028
PCM Encore
Colorado
$289K +$291K +1,559 New
SWP
1029
Strategic Wealth Partners
Ohio
$289K – – –
FFM
1030
Forum Financial Management
Illinois
$289K +$291K +1,556 New
DIM
1031
Delta Investment Management
California
$289K +$290K +1,555 New
NWM
1032
Northcape Wealth Management
New York
$289K -$63.7K -341 -18%
QC
1033
Quent Capital
New York
$288K +$45.2K +242 +18%
QLSGSCF
1034
Quent Long Short Global Small Cap Fund
New York
$288K +$290K +1,554 New
WIM
1035
Westside Investment Management
California
$287K – – –
FAG
1036
Fortitude Advisory Group
Washington
$287K -$9.34K -50 -3%
KBFS
1037
Kohmann Bosshard Financial Services
Ohio
$282K – – –
OBWG
1038
Onyx Bridge Wealth Group
New York
$281K -$374 -2 -0.1%
AC
1039
Avestar Capital
New York
$280K -$16.1K -86 -5%
C
1040
Certuity
Florida
$280K +$1.49K +8 +0.5%
CWM
1041
Challenger Wealth Management
California
$279K +$1.12K +6 +0.4%
HDIM
1042
Hanson & Doremus Investment Management
Vermont
$278K – – –
KIM
1043
Kane Investment Management
California
$278K +$279K +1,496 New
PA
1044
Procyon Advisors
Connecticut
$277K +$279K +1,492 New
HP
1045
Holistic Planning
Texas
$276K +$278K +1,489 New
SDWMA
1046
Schneider Downs Wealth Management Advisors
Pennsylvania
$276K – – –
CC
1047
Courier Capital
New York
$276K – – –
FNBT
1048
FineMark National Bank & Trust
Florida
$276K – – –
MYIA
1049
Mount Yale Investment Advisors
Colorado
$274K -$464K -2,484 -63%
AF
1050
Advisornet Financial
Minnesota
$271K +$6.91K +37 +3%
40 41
42
43 44