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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
701
Advisornet Financial
Minnesota
$58.6K +$4.36K +53 +8%
CT
702
Clearstead Trust
Maine
$58.6K – – –
WB
703
Webster Bank
Connecticut
$57.3K -$3.29K -40 -5%
IWP
704
IAG Wealth Partners
Wisconsin
$57.3K – – –
CT
705
Caldwell Trust
Florida
$50K – – –
OA
706
Operose Advisors
Wisconsin
$49.6K +$49.8K +605 New
NFSG
707
Newbridge Financial Services Group
Florida
$49.3K – – –
FWM
708
Focused Wealth Management
New York
$48.5K +$82 +1 +0.2%
FHA
709
First Horizon Advisors
Tennessee
$46.7K – – –
PTC
710
Private Trust Company
Ohio
$45.6K -$12.3K -150 -21%
SWA
711
Sutton Wealth Advisors
Florida
$44.7K +$1.73K +21 +4%
CT
712
Colonial Trust
South Carolina
$43.5K – – –
MA
713
MCF Advisors
Kentucky
$42.9K +$41.1K +500 +2,083%
RA
714
Rational Advisors
New York
$42.9K +$43.1K +524 New
NSIM
715
North Star Investment Management
Illinois
$42.3K – – –
ST
716
Smithfield Trust
Pennsylvania
$41K – – –
AFS
717
Annapolis Financial Services
Maryland
$41K – – –
HPC
718
HM Payson & Co
Maine
$41K – – –
HGERS
719
Householder Group Estate & Retirement Specialist
Arizona
$41K +$41.1K +500 New
PB
720
Pinnacle Bancorp
Nebraska
$36.9K – – –
ACA
721
Atlas Capital Advisors
Wyoming
$36K – – –
AAP
722
Arax Advisory Partners
Colorado
$35.4K +$2.22K +27 +7%
CWM
723
Compass Wealth Management
Connecticut
$32.8K – – –
BBHC
724
Brown Brothers Harriman & Co
New York
$31.2K +$2.63K +32 +9%
SCM
725
Silvant Capital Management
Georgia
$28.5K – – –
27 28
29
30 31