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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1201
Golden State Wealth Management
California
$123K – – –
WAG
1202
Wiser Advisor Group
Arizona
$122K +$187 +1 +0.2%
WA
1203
WPG Advisers
Maryland
$119K +$84.4K +452 +237%
EB
1204
Eastern Bank
Massachusetts
$117K +$24.5K +131 +26%
CFB
1205
Cullen/Frost Bankers
Texas
$110K +$31.4K +168 +40%
CIA
1206
Cape Investment Advisory
Georgia
$110K +$30.3K +162 +38%
OCM
1207
Orion Capital Management
California
$109K -$15.7K -84 -13%
CFD
1208
Creative Financial Designs
Indiana
$108K – – –
MIA
1209
MeadowBrook Investment Advisors
Michigan
$107K – – –
MCM
1210
Manchester Capital Management
Vermont
$104K +$7.47K +40 +8%
MA
1211
MCF Advisors
Kentucky
$104K +$7.28K +39 +7%
BTC
1212
Bank & Trust Company
Illinois
$102K – – –
VNA
1213
Valley National Advisers
Pennsylvania
$95K +$374 +2 +0.4%
CCA
1214
Catalyst Capital Advisors
New York
$93.7K -$68K -364 -42%
MCM
1215
MidAtlantic Capital Management
Virginia
$92.8K +$93.4K +500 New
IBOK
1216
Independence Bank of Kentucky
Kentucky
$92.1K +$8.4K +45 +10%
MHR
1217
Matthew Hamilton Rosenberg
$91.1K – – –
EC
1218
Elequin Capital
New York
$90.2K +$90.8K +486 New
BGAI
1219
Bruce G. Allen Investments
Colorado
$85.6K -$48.7K -261 -36%
PB
1220
Pinnacle Bancorp
Nebraska
$83.5K – – –
FG
1221
Franchise GP
$83.3K +$83.9K +449 New
GAFA
1222
Garton & Associates Financial Advisors
Kentucky
$77.7K +$78.3K +419 New
SL
1223
Salomon & Ludwin
Virginia
$77.4K +$15.5K +83 +25%
AT
1224
Avalon Trust
New Mexico
$76.5K -$1.49K -8 -2%
ADL
1225
Asset Dedication LLC
California
$75.2K – – –
47 48
49
50 51