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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
651
Prospera Financial Services
Texas
$8K -$208K -3,782 -96%
IFAM
652
Institutional & Family Asset Management
Colorado
$8K -$2.31K -42 -22%
AW
653
Avion Wealth
Texas
$8K – – –
BAM
654
Bellevue Asset Management
Washington
$8K – – –
SWM
655
Selective Wealth Management
Virginia
$8K – – –
TPWA
656
TRUE Private Wealth Advisors
Oregon
$8K – – –
MRCM
657
M&R Capital Management
New Jersey
$7K – – –
NFSG
658
Newbridge Financial Services Group
Florida
$7K +$6.48K +118 New
TCOV
659
Trust Company of Vermont
Vermont
$6K -$44.4K -809 -89%
NIM
660
NuWave Investment Management
New Jersey
$6K -$28.3K -516 -82%
RA
661
Rational Advisors
New York
$6K -$28.3K -516 -82%
MSFP
662
Mark Sheptoff Financial Planning
Connecticut
$6K -$7.14K -130 -57%
FRA
663
Front Row Advisors
California
$6K -$220 -4 -4%
DAM
664
Delta Asset Management
Tennessee
$6K – – –
IAS
665
IMA Advisory Services
Colorado
$6K – – –
PFA
666
Professional Financial Advisors
Nebraska
$6K +$6.15K +112 New
WPA
667
West Paces Advisors
Georgia
$5.51K – – –
PCIA
668
Prime Capital Investment Advisors
Kansas
$5K -$9.22K -168 -65%
AWM
669
Avior Wealth Management
Nebraska
$5K – – –
APC
670
Aspire Private Capital
North Carolina
$5K +$5.22K +95 New
PWMG
671
Prestige Wealth Management Group
New Jersey
$4K – – –
RFA
672
Reilly Financial Advisors
California
$4K – – –
SL
673
Savior LLC
Massachusetts
$4K – – –
WCG
674
Weaver Consulting Group
California
$4K – – –
IBOK
675
Independence Bank of Kentucky
Kentucky
$4K +$3.95K +72 New
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