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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
626
Hartford Financial Management
Connecticut
$46K -$44.3K -600 -38%
MCA
627
Mercer Capital Advisers
New Jersey
$46K – – –
FANJ
628
Financial Architects (New Jersey)
New Jersey
$44K – – –
GFPC
629
Global Financial Private Client
Florida
$42K +$6.34K +86 +9%
JCM
630
Jacobi Capital Management
Pennsylvania
$42K -$5.75K -78 -8%
FHA
631
First Horizon Advisors
Tennessee
$41K -$63.4K -859 -49%
KPW
632
Kore Private Wealth
New York
$41K -$56.2K -762 -46%
BCA
633
Berman Capital Advisors
Georgia
$41K +$19.6K +265 +40%
CFO
634
CVA Family Office
Colorado
$41K +$66K +895 New
SWA
635
Sutton Wealth Advisors
Florida
$40.1K +$49.7K +673 +332%
CA
636
Clearstead Advisors
Ohio
$40K +$64K +868 New
RDWM
637
Red Door Wealth Management
Tennessee
$40K +$65.2K +884 New
TC
638
Trust Company
Kansas
$39K – – –
EI
639
Ellevest Inc
New York
$39K +$28.9K +392 +85%
HFM
640
Harvest Fund Management
China
$38K +$14.8K +200 +31%
FWM
641
Focused Wealth Management
New York
$37K -$88.5K -1,199 -60%
WB
642
Webster Bank
Connecticut
$37K – – –
SIS
643
Sound Income Strategies
Florida
$37K +$22.1K +300 +59%
TC
644
Truvestments Capital
Florida
$35K +$57.6K +780 New
BAM
645
Barrett Asset Management
New York
$34K -$27.9K -378 -34%
AF
646
Allworth Financial
California
$34K -$3.02K -41 -5%
GEA
647
Glen Eagle Advisors
New Jersey
$32.7K -$2.44K -33 -4%
HWA
648
HHM Wealth Advisors
Tennessee
$32K +$51.6K +700 New
BWM
649
BerganKDV Wealth Management
Minnesota
$30K – – –
OAJ
650
Ogorek Anthony Joseph
New York
$29K – – –
24 25
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