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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
626
Accel Wealth Management
Iowa
$72K -$14.5K -200 -17%
BAM
627
Belpointe Asset Management
Nevada
$70.5K +$16.7K +230 +31%
MPWT
628
MassMutual Private Wealth & Trust
Connecticut
$70.1K +$13.9K +192 +24%
IAIM
629
International Assets Investment Management
Florida
$70K +$70.8K +976 New
GWS
630
Glassman Wealth Services
Virginia
$69.8K -$88.3K -1,218 -56%
PO
631
Private Ocean
California
$68K +$2.76K +38 +4%
BG
632
Bollard Group
Massachusetts
$67K – – –
SSG
633
Summit Securities Group
New York
$67K +$25.5K +352 +61%
HFM
634
Harvest Fund Management
China
$66K – – –
OIA
635
Optimum Investment Advisors
Illinois
$64.9K -$36.1K -498 -35%
DMBA
636
Deseret Mutual Benefit Administrators
Utah
$61.9K – – –
FFA
637
Fairfield Financial Advisors
Massachusetts
$61.6K +$508 +7 +0.8%
AIM
638
Achmea Investment Management
Netherlands
$61K -$714K -9,844 -92%
TC
639
Trust Company
Kansas
$60.9K – – –
OSNBOA
640
Old Second National Bank of Aurora
Illinois
$57.9K – – –
AF
641
Advisornet Financial
Minnesota
$56.1K – – –
PTC
642
Private Trust Company
Ohio
$55.1K -$4.21K -58 -7%
GI
643
Gradient Investments
Minnesota
$54.4K – – –
LS
644
Livforsakringsbolaget Skandia
Sweden
$53.4K – – –
WB
645
Webster Bank
Connecticut
$53.1K – – –
GWM
646
Geneos Wealth Management
Colorado
$52.5K -$14.4K -199 -21%
QC
647
Quent Capital
New York
$51.8K – – –
IWP
648
IAG Wealth Partners
Wisconsin
$50.2K – – –
GEA
649
Glen Eagle Advisors
New Jersey
$48.7K -$11.5K -159 -19%
GIA
650
GHP Investment Advisors
Colorado
$48.7K -$4.64K -64 -9%
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