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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1126
Hollencrest Capital Management
California
$33.1K -$10.2K -68 -24%
CIAS
1127
CBIZ Investment Advisory Services
Ohio
$32.7K +$30K +201 +1,675%
NEWAS
1128
N.E.W. Advisory Services
Wisconsin
$32.6K – – –
GBT
1129
Grove Bank & Trust
Florida
$32.6K +$9.71K +65 +44%
GTAM
1130
Global Trust Asset Management
Florida
$30.7K – – –
RF
1131
Roxbury Financial
New Jersey
$30.1K +$1.05K +7 +4%
NB
1132
NBT Bank
New York
$30.1K +$149 +1 +0.5%
EP
1133
Essential Partners
California
$28.9K +$28.1K +188 New
DF
1134
Dunhill Financial
United Kingdom
$28.8K +$12.3K +82 +78%
Q1WB
1135
Quest 10 Wealth Builders
Virginia
$28.5K – – –
SS
1136
Sunbelt Securities
Texas
$28.5K +$14.9K +100 +79%
SWIM
1137
Smallwood Wealth Investment Management
New Jersey
$28.4K – – –
SIS
1138
Sound Income Strategies
Florida
$28.4K -$10.9K -73 -28%
ME
1139
McIlrath & Eck
Washington
$28.3K – – –
BLC
1140
Brown, Lisle/Cummings
Rhode Island
$28.1K – – –
BONH
1141
Bank of New Hampshire
New Hampshire
$28K – – –
WA
1142
WPG Advisers
Maryland
$27.8K -$5.98K -40 -18%
PMFA
1143
Plante Moran Financial Advisors
Michigan
$27.8K +$25.4K +170 +1,545%
HCA
1144
Harbor Capital Advisors
Illinois
$27K -$1.34K -9 -5%
WPA
1145
Wealth Preservation Advisors
Tennessee
$26.6K – – –
BAM
1146
Bellevue Asset Management
Washington
$26.4K +$149 +1 +0.6%
SN
1147
Sittner & Nelson
Oregon
$26.3K – – –
AEPWM
1148
Atlantic Edge Private Wealth Management
Florida
$25.5K – – –
GWSG
1149
GPS Wealth Strategies Group
Colorado
$25.3K -$1.79K -12 -7%
SWM
1150
Spire Wealth Management
Virginia
$24.6K -$46.9K -314 -66%
44 45
46
47 48