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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
701
Trust Company of Vermont
Vermont
$6K – – –
SIAG
702
Safeguard Investment Advisory Group
California
$6K +$5.95K +98 New
RCA
703
Ranch Capital Advisors
Florida
$5K -$15.2K -250 -74%
SL
704
Savior LLC
Massachusetts
$5K – – –
PWMG
705
Prestige Wealth Management Group
New Jersey
$5K +$303 +5 +7%
RWM
706
Raffa Wealth Management
District of Columbia
$4.14K – – –
RFA
707
Reilly Financial Advisors
California
$4K – – –
ST
708
Sageworth Trust
Pennsylvania
$4K – – –
BC
709
Bartlett & Co
Ohio
$4K +$607 +10 +20%
SIM
710
Sonora Investment Management
Arizona
$4K +$1.03K +17 +45%
BCWM
711
Bartlett & Co Wealth Management
Ohio
$3.88K +$607 +10 +20%
BWM
712
BerganKDV Wealth Management
Minnesota
$3K – – –
EWA
713
Evolution Wealth Advisors
Florida
$3K – – –
FMP
714
Financial Management Professionals
Texas
$3K – – –
HIA
715
Harbor Investment Advisory
Maryland
$3K – – –
HR
716
Howe & Rusling
New York
$3K – – –
PVH
717
Psagot Value Holdings
Israel
$3K – – –
RWG
718
Regal Wealth Group
California
$3K – – –
TF
719
Tompkins Financial
New York
$3K +$2.85K +47 New
TFA
720
Transamerica Financial Advisors
Florida
$2K -$61 -1 -5%
BHWM
721
Bay Harbor Wealth Management
Maryland
$2K – – –
CHC
722
City Holding Co
West Virginia
$2K – – –
IF
723
Ironwood Financial
Arizona
$2K – – –
FHC
724
First Horizon Corporation
Tennessee
$2K +$850 +14 +44%
SFO
725
Standard Family Office
South Dakota
$2K +$1.52K +25 New
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