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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1226
Armor Investment Advisors
North Carolina
$230K – – –
BPWM
1227
BCS Private Wealth Management
New Jersey
$230K – – –
FD
1228
Financial Designs
California
$228K -$46.3K -219 -18%
FNBOO
1229
First National Bank of Omaha
Nebraska
$228K +$211K +1,000 New
BFG
1230
Birch Financial Group
New Hampshire
$228K -$12.3K -58 -5%
FCM
1231
Farallon Capital Management
California
$227K -$42.1M -199,000 -100%
CTI
1232
Community Trust & Investment
Kentucky
$227K +$211K +1,000 New
FFG
1233
Fortem Financial Group
California
$227K +$211K +1,000 New
LFIA
1234
Legacy Financial Independent Advisors
Kentucky
$227K +$211K +1,000 New
MCM
1235
Mill Capital Management
North Carolina
$227K +$211K +1,000 New
PIM
1236
Provident Investment Management
Michigan
$227K +$211K +1,000 New
BI
1237
Ballast Inc
Kentucky
$225K +$210K +992 New
CPA
1238
Capital Performance Advisors
California
$225K -$65.5K -310 -24%
BFA
1239
Beacon Financial Advisory
Ohio
$225K +$209K +990 New
SIM
1240
Samara Investment Management
Oregon
$224K +$209K +989 New
YIM
1241
Yoffe Investment Management
Pennsylvania
$224K +$209K +989 New
FG
1242
Franchise GP
$224K +$114K +539 +120%
BG
1243
Bollard Group
Massachusetts
$224K +$634 +3 +0.3%
SBFM
1244
S-Bank Fund Management
Finland
$223K +$208K +984 New
HCM
1245
Hengehold Capital Management
Ohio
$223K +$207K +981 New
FHA
1246
Flagship Harbor Advisors
Massachusetts
$223K -$6.76K -32 -3%
ACM
1247
Avalon Capital Management
California
$222K +$207K +980 New
PPWM
1248
Paragon Private Wealth Management
Kentucky
$222K +$207K +979 New
TC
1249
Trilogy Capital
California
$222K +$207K +977 New
WRPWM
1250
Werba Rubin Papier Wealth Management
California
$221K +$206K +976 New
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