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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
651
Bellevue Asset Management
Washington
$8K – – –
SWM
652
Selective Wealth Management
Virginia
$8K – – –
TPWA
653
TRUE Private Wealth Advisors
Oregon
$8K – – –
MRCM
654
M&R Capital Management
New Jersey
$7K – – –
NFSG
655
Newbridge Financial Services Group
Florida
$7K +$6.48K +118 New
TCOV
656
Trust Company of Vermont
Vermont
$6K -$44.4K -809 -89%
NIM
657
NuWave Investment Management
New Jersey
$6K -$28.3K -516 -82%
RA
658
Rational Advisors
New York
$6K -$28.3K -516 -82%
MSFP
659
Mark Sheptoff Financial Planning
Connecticut
$6K -$7.14K -130 -57%
FRA
660
Front Row Advisors
California
$6K -$220 -4 -4%
DAM
661
Delta Asset Management
Tennessee
$6K – – –
IAS
662
IMA Advisory Services
Colorado
$6K – – –
PFA
663
Professional Financial Advisors
Nebraska
$6K +$6.15K +112 New
WPA
664
West Paces Advisors
Georgia
$5.51K – – –
PCIA
665
Prime Capital Investment Advisors
Kansas
$5K -$9.22K -168 -65%
AWM
666
Avior Wealth Management
Nebraska
$5K – – –
APC
667
Aspire Private Capital
North Carolina
$5K +$5.22K +95 New
PWMG
668
Prestige Wealth Management Group
New Jersey
$4K – – –
RFA
669
Reilly Financial Advisors
California
$4K – – –
SL
670
Savior LLC
Massachusetts
$4K – – –
WCG
671
Weaver Consulting Group
California
$4K – – –
IBOK
672
Independence Bank of Kentucky
Kentucky
$4K +$3.95K +72 New
RWM
673
Raffa Wealth Management
District of Columbia
$3.53K +$659 +12 +23%
HIA
674
Harbor Investment Advisory
Maryland
$3K -$4.39K -80 -62%
BBHC
675
Brown Brothers Harriman & Co
New York
$3K -$275 -5 -8%
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