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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1101
Silvant Capital Management
Georgia
$53.5K – – –
IBOK
1102
Independence Bank of Kentucky
Kentucky
$52.4K +$1.2K +8 +2%
PSB
1103
Piscataqua Savings Bank
New Hampshire
$52K – – –
CWM
1104
Copia Wealth Management
Oregon
$51.2K +$49.8K +333 New
FMP
1105
Financial Management Professionals
Texas
$50.4K – – –
WFA
1106
West Financial Advisors
Iowa
$49.2K – – –
BIA
1107
Bell Investment Advisors
California
$48.4K +$3.88K +26 +9%
NFSG
1108
Newbridge Financial Services Group
Florida
$47.2K +$13K +87 +40%
JFA
1109
JNBA Financial Advisors
Minnesota
$46.2K – – –
IWP
1110
IAG Wealth Partners
Wisconsin
$46.1K – – –
CAL
1111
Capital Advisors Ltd
Ohio
$45K – – –
FFO
1112
Fortitude Family Office
Arizona
$44.9K -$747 -5 -2%
PWAM
1113
Private Wealth Asset Management
Iowa
$44.6K -$1.49K -10 -3%
FP
1114
Financial Perspectives
Minnesota
$43.7K -$11.2K -75 -21%
MIM
1115
Manitou Investment Management
Ontario, Canada
$41.5K – – –
C
1116
Covestor
United Kingdom
$41K -$1.79K -12 -4%
SA
1117
Scarborough Advisors
Maryland
$41K +$39.9K +267 New
TCM
1118
TruNorth Capital Management
Michigan
$40.1K – – –
SO
1119
Sierra Ocean
California
$39.8K +$1.94K +13 +5%
CAM
1120
Creekmur Asset Management
Illinois
$39.2K -$37.4K -250 -50%
TC
1121
Truvestments Capital
Florida
$37.7K -$3.88K -26 -10%
FCAS
1122
First Command Advisory Services
Texas
$35.7K +$4.04K +27 +13%
SIC
1123
Salem Investment Counselors
North Carolina
$35.5K -$3.59K -24 -9%
BWAM
1124
Boyd Watterson Asset Management
Ohio
$35K – – –
HFS
1125
Hughes Financial Services
Virginia
$33.8K -$448 -3 -1%
43 44
45
46 47