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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1326
Essential Partners
California
$160K – – –
CIA
1327
Cape Investment Advisory
Georgia
$158K +$147K +696 New
FWA
1328
Flagship Wealth Advisors
Massachusetts
$153K -$8.46K -40 -6%
IFWM
1329
Institute for Wealth Management
Colorado
$152K +$142K +671 New
WAG
1330
Wiser Advisor Group
Arizona
$150K +$423 +2 +0.3%
SAS
1331
Stelac Advisory Services
New York
$149K +$29.6K +140 +27%
HIIFS
1332
Harel Insurance Investments & Financial Services
Israel
$148K – – –
CT
1333
Colonial Trust
South Carolina
$145K -$423 -2 -0.3%
EB
1334
Eastern Bank
Massachusetts
$143K – – –
SGFG
1335
Silver Grove Financial Group
New York
$141K +$131K +622 New
DIG
1336
Dauntless Investment Group
New Hampshire
$140K +$131K +619 New
DMBA
1337
Deseret Mutual Benefit Administrators
Utah
$139K -$19.7K -93 -13%
OCM
1338
Orion Capital Management
California
$138K – – –
CFB
1339
Cullen/Frost Bankers
Texas
$137K +$9.94K +47 +8%
WB
1340
Webster Bank
Connecticut
$136K -$21.1K -100 -14%
C
1341
Certuity
Florida
$136K -$1.9K -9 -1%
CFD
1342
Creative Financial Designs
Indiana
$134K – – –
WAG
1343
Wilkerson Advisory Group
Missouri
$131K -$228K -1,080 -65%
MIA
1344
MeadowBrook Investment Advisors
Michigan
$130K – – –
BTC
1345
Bank & Trust Company
Illinois
$125K – – –
PB
1346
Pinnacle Bancorp
Nebraska
$125K +$21.1K +100 +22%
AFC
1347
Ares Financial Consulting
California
$124K – – –
VNA
1348
Valley National Advisers
Pennsylvania
$121K +$634 +3 +0.6%
BC
1349
Bayforest Capital
United Kingdom
$119K +$111K +524 New
VCM
1350
Versant Capital Management
Arizona
$117K -$81.2K -384 -43%
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