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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
676
Washington Trust Advisors
Massachusetts
$29.5K – – –
PB
677
Pinnacle Bancorp
Nebraska
$29K – – –
ACA
678
Atlas Capital Advisors
Wyoming
$28.8K – – –
FFA
679
Farther Finance Advisors
California
$28.1K +$27.5K +428 New
PFC
680
Phocas Financial Corp
California
$27.9K +$27.3K +425 New
CWM
681
Compass Wealth Management
Connecticut
$26.2K +$25.7K +400 New
BTI
682
Blue Trust Inc
Georgia
$26K +$4.24K +66 +20%
DI
683
Disciplined Investments
Oklahoma
$25.4K – – –
HWA
684
HHM Wealth Advisors
Tennessee
$25.3K +$8.68K +135 +54%
RCM
685
Raleigh Capital Management
North Carolina
$23.2K +$64 +1 +0.3%
SCM
686
Silvant Capital Management
Georgia
$22.8K – – –
AWM
687
Activest Wealth Management
Florida
$22.3K – – –
PSB
688
Piscataqua Savings Bank
New Hampshire
$22.2K – – –
C
689
Covestor
United Kingdom
$22K +$4.37K +68 +26%
RFA
690
Resurgent Financial Advisors
Georgia
$22K +$21.5K +335 New
HWA
691
Heritage Wealth Advisors
Virginia
$21.6K – – –
BIA
692
Bell Investment Advisors
California
$21.6K +$5.14K +80 +32%
HWMA
693
Heritage Wealth Management (Arizona)
Arizona
$21.4K +$12.5K +195 +149%
AAP
694
Arax Advisory Partners
Colorado
$21.3K -$836 -13 -4%
WFA
695
West Financial Advisors
Iowa
$21K – – –
NFSG
696
Newbridge Financial Services Group
Florida
$20.3K -$87.4K -1,360 -81%
EE
697
EWG Elevate
California
$20.1K +$19.7K +306 New
JFA
698
JNBA Financial Advisors
Minnesota
$19.7K -$2.38K -37 -11%
LFG
699
Larson Financial Group
Missouri
$19.7K – – –
CAS
700
Coppell Advisory Solutions
Texas
$19.7K +$19.3K +300 New
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