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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
676
IAG Wealth Partners
Wisconsin
$56.6K – – –
AF
677
Advisornet Financial
Minnesota
$53.7K -$9.24K -120 -15%
SSG
678
Summit Securities Group
New York
$52K -$21.6K -280 -30%
CT
679
Clearstead Trust
Maine
$51.3K -$178K -2,309 -76%
CT
680
Caldwell Trust
Florida
$49.3K – – –
NFSG
681
Newbridge Financial Services Group
Florida
$48.7K +$23.8K +309 +105%
FWM
682
Focused Wealth Management
New York
$47.8K +$77 +1 +0.2%
GWM
683
Geneos Wealth Management
Colorado
$47.3K -$11.4K -148 -20%
FHA
684
First Horizon Advisors
Tennessee
$46.1K -$49.8K -646 -53%
VNA
685
Valley National Advisers
Pennsylvania
$43K +$1.93K +25 +5%
CT
686
Colonial Trust
South Carolina
$43K – – –
SWA
687
Sutton Wealth Advisors
Florida
$42.5K -$385 -5 -0.9%
NSIM
688
North Star Investment Management
Illinois
$41.7K – – –
AFS
689
Annapolis Financial Services
Maryland
$40.4K – – –
HPC
690
HM Payson & Co
Maine
$40.4K – – –
HCM
691
Highlander Capital Management
New Jersey
$40K – – –
ST
692
Smithfield Trust
Pennsylvania
$40K – – –
FFA
693
Farther Finance Advisors
California
$38.2K +$770 +10 +2%
PB
694
Pinnacle Bancorp
Nebraska
$36.4K – – –
ACA
695
Atlas Capital Advisors
Wyoming
$35.5K – – –
AAP
696
Arax Advisory Partners
Colorado
$32.8K +$5.93K +77 +23%
CWM
697
Compass Wealth Management
Connecticut
$32.4K – – –
TFP
698
Tilia Fiduciary Partners
North Carolina
$31.3K -$7.7K -100 -21%
DI
699
Disciplined Investments
Oklahoma
$31.3K – – –
OP
700
ORG Partners
Indiana
$29.2K +$28K +364 New
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