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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
676
Householder Group Estate & Retirement Specialist
Arizona
$32K – – –
TFP
677
Tilia Fiduciary Partners
North Carolina
$31.9K -$643 -10 -2%
NICM
678
Neo Ivy Capital Management
New York
$31K +$30.1K +468 New
WTA
679
Washington Trust Advisors
Massachusetts
$29.5K – – –
PB
680
Pinnacle Bancorp
Nebraska
$29K – – –
ACA
681
Atlas Capital Advisors
Wyoming
$28.8K – – –
FFA
682
Farther Finance Advisors
California
$28.1K +$27.5K +428 New
PFC
683
Phocas Financial Corp
California
$27.9K +$27.3K +425 New
CWM
684
Compass Wealth Management
Connecticut
$26.2K +$25.7K +400 New
BTI
685
Blue Trust Inc
Georgia
$26K +$4.24K +66 +20%
DI
686
Disciplined Investments
Oklahoma
$25.4K – – –
HWA
687
HHM Wealth Advisors
Tennessee
$25.3K +$8.68K +135 +54%
RCM
688
Raleigh Capital Management
North Carolina
$23.2K +$64 +1 +0.3%
SCM
689
Silvant Capital Management
Georgia
$22.8K – – –
AWM
690
Activest Wealth Management
Florida
$22.3K – – –
PSB
691
Piscataqua Savings Bank
New Hampshire
$22.2K – – –
C
692
Covestor
United Kingdom
$22K +$4.37K +68 +26%
RFA
693
Resurgent Financial Advisors
Georgia
$22K +$21.5K +335 New
HWA
694
Heritage Wealth Advisors
Virginia
$21.6K – – –
BIA
695
Bell Investment Advisors
California
$21.6K +$5.14K +80 +32%
HWMA
696
Heritage Wealth Management (Arizona)
Arizona
$21.4K +$12.5K +195 +149%
AAP
697
Arax Advisory Partners
Colorado
$21.3K -$836 -13 -4%
WFA
698
West Financial Advisors
Iowa
$21K – – –
NFSG
699
Newbridge Financial Services Group
Florida
$20.3K -$87.4K -1,360 -81%
EE
700
EWG Elevate
California
$20.1K +$19.7K +306 New
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