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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
1201
Widmann Financial Services
Maryland
$203K +$203K +1,029 New
DLA
1202
Douglas Lane & Associates
New York
$203K +$203K +1,026 New
DPI
1203
Diversified Portfolios Inc
Michigan
$203K +$203K +1,026 New
SSWG
1204
Seven Springs Wealth Group
Tennessee
$202K +$202K +1,024 New
NSIM
1205
North Star Investment Management
Illinois
$202K +$11.9K +60 +6%
WAG
1206
Winthrop Advisory Group
Massachusetts
$202K +$202K +1,020 New
FCG
1207
Fielder Capital Group
Tennessee
$201K +$201K +1,018 New
VCM
1208
Virtue Capital Management
Tennessee
$201K +$204K +1,030 New
BAM
1209
Blueshift Asset Management
New Jersey
$201K +$201K +1,017 New
CWA
1210
Crusonia Wealth Advisors
Colorado
$201K +$201K +1,017 New
3IP
1211
3Chopt Investment Partners
Virginia
$201K +$201K +1,016 New
AIA
1212
Armor Investment Advisors
North Carolina
$200K +$200K +1,013 New
BPWM
1213
BCS Private Wealth Management
New Jersey
$200K +$200K +1,013 New
FHA
1214
Flagship Harbor Advisors
Massachusetts
$200K -$124K -628 -38%
AGWCA
1215
Annis Gardner Whiting Capital Advisors
Florida
$195K -$42.5K -215 -18%
BG
1216
Bollard Group
Massachusetts
$194K +$593 +3 +0.3%
M
1217
MOTCO
Texas
$191K -$148K -750 -44%
TSMHT
1218
Thurston Springer Miller Herd & Titak
Indiana
$190K -$13.8K -70 -7%
GAM
1219
Guinness Asset Management
United Kingdom
$189K +$189K +957 New
MCM
1220
Manchester Capital Management
Vermont
$183K +$71.5K +362 +64%
AG
1221
AmeriFlex Group
Nevada
$183K -$198 -1 -0.1%
CPBTD
1222
Central Pacific Bank - Trust Division
Hawaii
$179K +$147K +746 +466%
VCM
1223
Versant Capital Management
Arizona
$178K +$102K +514 +133%
SIA
1224
Sit Investment Associates
Minnesota
$175K – – –
CSP
1225
Cary Street Partners
Virginia
$175K +$2.37K +12 +1%
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49
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