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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWG
1201
Seven Springs Wealth Group
Tennessee
$202K +$202K +1,024 New
NSIM
1202
North Star Investment Management
Illinois
$202K +$11.9K +60 +6%
WAG
1203
Winthrop Advisory Group
Massachusetts
$202K +$202K +1,020 New
FCG
1204
Fielder Capital Group
Tennessee
$201K +$201K +1,018 New
VCM
1205
Virtue Capital Management
Tennessee
$201K +$204K +1,030 New
BAM
1206
Blueshift Asset Management
New Jersey
$201K +$201K +1,017 New
CWA
1207
Crusonia Wealth Advisors
Colorado
$201K +$201K +1,017 New
3IP
1208
3Chopt Investment Partners
Virginia
$201K +$201K +1,016 New
AIA
1209
Armor Investment Advisors
North Carolina
$200K +$200K +1,013 New
BPWM
1210
BCS Private Wealth Management
New Jersey
$200K +$200K +1,013 New
FHA
1211
Flagship Harbor Advisors
Massachusetts
$200K -$124K -628 -38%
AGWCA
1212
Annis Gardner Whiting Capital Advisors
Florida
$195K -$42.5K -215 -18%
BG
1213
Bollard Group
Massachusetts
$194K +$593 +3 +0.3%
M
1214
MOTCO
Texas
$191K -$148K -750 -44%
TSMHT
1215
Thurston Springer Miller Herd & Titak
Indiana
$190K -$13.8K -70 -7%
GAM
1216
Guinness Asset Management
United Kingdom
$189K +$189K +957 New
MCM
1217
Manchester Capital Management
Vermont
$183K +$71.5K +362 +64%
AG
1218
AmeriFlex Group
Nevada
$183K -$198 -1 -0.1%
CPBTD
1219
Central Pacific Bank - Trust Division
Hawaii
$179K +$147K +746 +466%
VCM
1220
Versant Capital Management
Arizona
$178K +$102K +514 +133%
SIA
1221
Sit Investment Associates
Minnesota
$175K – – –
CSP
1222
Cary Street Partners
Virginia
$175K +$2.37K +12 +1%
CT
1223
Clearstead Trust
Maine
$172K – – –
GXJ
1224
Global X Japan
Japan
$171K +$36K +182 +27%
MHR
1225
Matthew Hamilton Rosenberg
$168K +$70.5K +357 +73%
47 48
49
50 51