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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
651
Advisornet Financial
Minnesota
$51.3K +$9.26K +144 +23%
GI
652
Gradient Investments
Minnesota
$49.8K – – –
BAM
653
Belpointe Asset Management
Nevada
$49.4K +$48.5K +754 New
WB
654
Webster Bank
Connecticut
$49K – – –
LS
655
Livforsakringsbolaget Skandia
Sweden
$48.8K – – –
GIA
656
GHP Investment Advisors
Colorado
$48.7K – – –
SIM
657
Sentry Investment Management
Wisconsin
$48K -$138K -2,143 -75%
QC
658
Quent Capital
New York
$47.4K +$40.1K +623 +623%
IWP
659
IAG Wealth Partners
Wisconsin
$45.9K – – –
ACM
660
Antonetti Capital Management
Florida
$45.6K – – –
EI
661
Ellevest Inc
New York
$44.9K -$10.3K -161 -19%
HPC
662
HM Payson & Co
Maine
$40.2K +$900 +14 +2%
CT
663
Caldwell Trust
Florida
$40K – – –
MSCM
664
McElhenny Sheffield Capital Management
Texas
$39.3K +$38.6K +600 New
FWM
665
Focused Wealth Management
New York
$38.6K +$64 +1 +0.2%
OLVIG
666
Oliver Lagore Vanvalin Investment Group
Michigan
$38.4K +$257 +4 +0.7%
BEI
667
Benjamin Edwards Inc
Missouri
$38K -$108K -1,681 -74%
SSG
668
Summit Securities Group
New York
$38K +$24.2K +377 +189%
SWA
669
Sutton Wealth Advisors
Florida
$36.7K +$9.9K +154 +38%
VNA
670
Valley National Advisers
Pennsylvania
$35K – – –
CT
671
Colonial Trust
South Carolina
$34.8K +$34.1K +531 New
NSIM
672
North Star Investment Management
Illinois
$33.8K +$1.03K +16 +3%
HCM
673
Highlander Capital Management
New Jersey
$33K – – –
ST
674
Smithfield Trust
Pennsylvania
$33K – – –
AFS
675
Annapolis Financial Services
Maryland
$32.8K – – –
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