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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPG
701
Trivant Custom Portfolio Group
California
$14.3K +$14.5K +200 New
ME
702
McIlrath & Eck
Washington
$13.2K – – –
BONH
703
Bank of New Hampshire
New Hampshire
$13K – – –
PPC
704
Park Place Capital
Alabama
$12.8K -$73 -1 -0.6%
MCA
705
Maryland Capital Advisors
Maryland
$12.7K – – –
SIS
706
Sound Income Strategies
Florida
$12.5K – – –
JWM
707
Janiczek Wealth Management
Colorado
$12.3K -$290 -4 -2%
SN
708
Sittner & Nelson
Oregon
$12.3K – – –
HBW
709
Hazlett, Burt & Watson
West Virginia
$12K +$725 +10 +7%
BWA
710
BDO Wealth Advisors
Florida
$11.9K – – –
BAM
711
Bellevue Asset Management
Washington
$11.6K +$73 +1 +0.6%
IAS
712
IMA Advisory Services
Colorado
$11.1K – – –
WTA
713
Washington Trust Advisors
Massachusetts
$10.8K -$21.8K -300 -67%
CT
714
Cambridge Trust
Massachusetts
$10.8K – – –
FCA
715
FinTrust Capital Advisors
South Carolina
$10.3K – – –
EWM
716
Evermay Wealth Management
Virginia
$9.82K – – –
CWP
717
Concord Wealth Partners
Virginia
$9.82K +$9.94K +137 New
AFG
718
Albion Financial Group
Utah
$9.68K – – –
MRCM
719
M&R Capital Management
New Jersey
$9.68K – – –
CFFP
720
Center for Financial Planning
Michigan
$9.54K – – –
WWM
721
Wolff Wiese Magana
California
$9.18K – – –
FMP
722
Financial Management Professionals
Texas
$9K +$4.71K +65 +110%
AWM
723
Avior Wealth Management
Nebraska
$8.74K – – –
WPA
724
West Paces Advisors
Georgia
$8.39K +$1.23K +17 +17%
IRC
725
Investors Research Corp
Georgia
$8.32K – – –
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