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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
651
Caldwell Trust
Florida
$43.7K – – –
FWM
652
Focused Wealth Management
New York
$42.3K +$73 +1 +0.2%
EI
653
Ellevest Inc
New York
$41.7K -$7.47K -103 -15%
CT
654
Colonial Trust
South Carolina
$38.1K – – –
VNA
655
Valley National Advisers
Pennsylvania
$38K – – –
SWA
656
Sutton Wealth Advisors
Florida
$38K -$2.18K -30 -5%
NSIM
657
North Star Investment Management
Illinois
$37K – – –
HCM
658
Highlander Capital Management
New Jersey
$36K – – –
HGERS
659
Householder Group Estate & Retirement Specialist
Arizona
$36K – – –
ST
660
Smithfield Trust
Pennsylvania
$36K – – –
HPC
661
HM Payson & Co
Maine
$35.8K -$8.27K -114 -19%
AFS
662
Annapolis Financial Services
Maryland
$35.8K – – –
TFP
663
Tilia Fiduciary Partners
North Carolina
$34.9K +$73 +1 +0.2%
FFA
664
Farther Finance Advisors
California
$33.1K +$2.47K +34 +8%
PB
665
Pinnacle Bancorp
Nebraska
$32.3K – – –
ACA
666
Atlas Capital Advisors
Wyoming
$31.5K – – –
CG
667
Cutler Group
California
$31K +$31.5K +434 New
CWM
668
Compass Wealth Management
Connecticut
$28.7K – – –
DI
669
Disciplined Investments
Oklahoma
$27.7K – – –
HWA
670
HHM Wealth Advisors
Tennessee
$27.7K – – –
BBHC
671
Brown Brothers Harriman & Co
New York
$25.2K +$3.84K +53 +18%
SCM
672
Silvant Capital Management
Georgia
$24.9K – – –
SS
673
Sunbelt Securities
Texas
$24.3K +$24.9K +343 New
PSB
674
Piscataqua Savings Bank
New Hampshire
$24.2K – – –
BTI
675
Blue Trust Inc
Georgia
$24K -$1.67K -23 -6%
25 26
27
28 29