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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
651
Gradient Investments
Minnesota
$51K – – –
CT
652
Caldwell Trust
Florida
$50.3K -$51.6K -600 -50%
FWM
653
Focused Wealth Management
New York
$48K +$86 +1 +0.2%
LC
654
Lindbrook Capital
California
$46K +$3.78K +44 +8%
TFO
655
Tarbox Family Office
California
$46K +$4.13K +48 +9%
BMD
656
Better Money Decisions
New Mexico
$42K +$172 +2 +0.4%
HIA
657
Harbor Investment Advisory
Maryland
$41K – – –
HCM
658
Highlander Capital Management
New Jersey
$41K – – –
NSIM
659
North Star Investment Management
Illinois
$41K – – –
VNA
660
Valley National Advisers
Pennsylvania
$41K – – –
PFGIA
661
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$353K +4,110 +698%
PB
662
Pinnacle Bancorp
Nebraska
$37K – – –
ACA
663
Atlas Capital Advisors
Wyoming
$36.2K – – –
TFS
664
TrustCore Financial Services
Tennessee
$36K – – –
SWM
665
Selective Wealth Management
Virginia
$36K +$25.8K +300 +214%
MHR
666
Matthew Hamilton Rosenberg
$33K +$12.4K +144 +56%
EIP
667
Ellis Investment Partners
Pennsylvania
$32K +$258 +3 +0.8%
SWA
668
Sutton Wealth Advisors
Florida
$31.1K +$172 +2 +0.5%
FBT
669
First Bank & Trust
South Dakota
$29K -$7.56K -88 -20%
ADL
670
Asset Dedication LLC
California
$29K – – –
SCM
671
Silvant Capital Management
Georgia
$29K – – –
AAP
672
Arax Advisory Partners
Colorado
$29K +$258 +3 +0.9%
PSB
673
Piscataqua Savings Bank
New Hampshire
$28K – – –
TCM
674
Tradewinds Capital Management
Washington
$28K +$86 +1 +0.3%
HWA
675
Heritage Wealth Advisors
Virginia
$27.2K – – –
25 26
27
28 29