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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
ZRP
1326
Zynergy Retirement Planning
New Jersey
– -$27.2K -216 Closed
OIA
1327
Optimum Investment Advisors
Illinois
– -$32.5K -212 Closed
PA
1328
PSI Advisors
Florida
– -$31.1K -203 Closed
TCPG
1329
Trivant Custom Portfolio Group
California
– -$30.6K -200 Closed
WPA
1330
West Paces Advisors
Georgia
– -$17.9K -117 Closed
IGAM
1331
iA Global Asset Management
Quebec, Canada
– -$15K -99 Closed
WF
1332
Wayfinding Financial
Washington
– -$14K -96 Closed
SIS
1333
Strategic Investment Solutions
Illinois
– -$7.81K -51 Closed
PBK
1334
Peoples Bank (Kansas)
Kansas
– -$7.66K -50 Closed
GFPC
1335
Global Financial Private Client
Florida
– -$7.2K -47 Closed
CAWM
1336
Capital A Wealth Management
Pennsylvania
– -$7.05K -46 Closed
CWC
1337
Carolinas Wealth Consulting
North Carolina
– -$5.21K -34 Closed
CHC
1338
City Holding Co
West Virginia
– -$4.75K -31 Closed
BL
1339
BFSG LLC
California
– -$1.69K -11 Closed
WW
1340
Winnow Wealth
Texas
– -$1.56K -11 Closed
GA
1341
GoalVest Advisory
New York
– -$1.53K -10 Closed
BMC
1342
Bear Mountain Capital
Washington
– -$1.08K -7 Closed
RWM
1343
Ruedi Wealth Management
Illinois
– -$1.07K -7 Closed
CAM
1344
Chesapeake Asset Management
New York
– -$766 -5 Closed
OCM
1345
Osterweis Capital Management
California
– -$766 -5 Closed
GP
1346
Greenline Partners
New York
– -$460 -3 Closed
HHGA
1347
Halbert Hargrove Global Advisors
California
– -$460 -3 Closed
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