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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SO
1101
Sierra Ocean
California
$37.7K +$3.56K +25 +11%
SCB
1102
Saudi Central Bank
Saudi Arabia
$37.5K +$34.9K +245 New
BWAM
1103
Boyd Watterson Asset Management
Ohio
$34.9K – – –
WA
1104
WPG Advisers
Maryland
$33.9K +$6.98K +49 +28%
NFSG
1105
Newbridge Financial Services Group
Florida
$33.7K -$14.7K -103 -32%
OIA
1106
Optimum Investment Advisors
Illinois
$32.5K – – –
NEWAS
1107
N.E.W. Advisory Services
Wisconsin
$32.5K +$30.2K +212 New
FC
1108
Franchise Capital
Cayman Islands
$32K +$29.8K +209 New
MAM
1109
Meeder Asset Management
Ohio
$31.7K -$13.8K -97 -32%
FCAS
1110
First Command Advisory Services
Texas
$31.4K -$27.8K -195 -49%
HFS
1111
Hughes Financial Services
Virginia
$31.3K +$28.9K +203 New
PA
1112
PSI Advisors
Florida
$31.1K – – –
BC
1113
Broadwater Capital
Massachusetts
$30.6K – – –
GTAM
1114
Global Trust Asset Management
Florida
$30.6K – – –
TCPG
1115
Trivant Custom Portfolio Group
California
$30.6K – – –
NB
1116
NBT Bank
New York
$29.9K +$142 +1 +0.5%
RF
1117
Roxbury Financial
New Jersey
$29K +$142 +1 +0.5%
TCOV
1118
Trust Company of Vermont
Vermont
$28.8K – – –
Q1WB
1119
Quest 10 Wealth Builders
Virginia
$28.4K +$570 +4 +2%
SWIM
1120
Smallwood Wealth Investment Management
New Jersey
$28.3K +$26.4K +185 New
ME
1121
McIlrath & Eck
Washington
$28.2K – – –
BLC
1122
Brown, Lisle/Cummings
Rhode Island
$28K +$1.14K +8 +5%
HCA
1123
Harbor Capital Advisors
Illinois
$28K +$26.2K +184 New
BONH
1124
Bank of New Hampshire
New Hampshire
$27.9K – – –
ZRP
1125
Zynergy Retirement Planning
New Jersey
$27.2K +$30.8K +216 New
43 44
45
46 47