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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMG
1101
Compass Wealth Management (Georgia)
Georgia
$232K – – –
OPA
1102
Old Port Advisors
Maine
$231K +$1.68K +9 +0.7%
SC
1103
Scotia Capital
Ontario, Canada
$231K +$2.43K +13 +1%
TCM
1104
TABR Capital Management
California
$230K -$16.4K -88 -7%
HIC
1105
Holderness Investments Company
North Carolina
$230K +$11.2K +60 +5%
LCAM
1106
London & Capital Asset Management
United Kingdom
$229K +$231K +1,237 New
PW
1107
PUREfi Wealth
Massachusetts
$229K -$52.1K -279 -18%
JHCP
1108
Jackson Hole Capital Partners
Oklahoma
$229K – – –
KFI
1109
Key Financial Inc
Pennsylvania
$228K – – –
ACG
1110
Allen Capital Group
Nebraska
$226K +$6.35K +34 +3%
KA
1111
Kovack Advisors
Florida
$226K +$227K +1,217 New
FCA
1112
FLC Capital Advisors
California
$226K – – –
BHWM
1113
Bar Harbor Wealth Management
New Hampshire
$225K -$2.24K -12 -1%
NAM
1114
NorthCrest Asset Manangement
Minnesota
$225K -$88.7K -475 -28%
AGWCA
1115
Annis Gardner Whiting Capital Advisors
Florida
$223K +$21.5K +115 +11%
MWM
1116
Mattern Wealth Management
Kansas
$223K -$37.4K -200 -14%
JCM
1117
Jag Capital Management
Missouri
$223K – – –
SIAP
1118
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$223K – – –
SIC
1119
Samalin Investment Counsel
New York
$223K -$7.47K -40 -3%
ELM
1120
Elite Life Management
Florida
$221K +$211K +1,128 New
PTC
1121
Private Trust Company
Ohio
$221K +$45.2K +242 +26%
TNA
1122
True North Advisors
Texas
$220K -$13.6K -73 -6%
KWM
1123
Keebeck Wealth Management
Illinois
$220K +$4.48K +24 +2%
SL
1124
StoryOne LLC
Kansas
$220K – – –
BPW
1125
Bingham Private Wealth
California
$220K +$221K +1,185 New
43 44
45
46 47