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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
726
Maryland Capital Advisors
Maryland
$11.6K – – –
SIS
727
Sound Income Strategies
Florida
$11.5K +$11.3K +175 New
SN
728
Sittner & Nelson
Oregon
$11.2K -$1.61K -25 -13%
CAC
729
Core Alternative Capital
Georgia
$11.1K +$64 +1 +0.6%
BWA
730
BDO Wealth Advisors
Florida
$10.9K – – –
CFO
731
CVA Family Office
Colorado
$10.8K -$23.8K -370 -69%
BAM
732
Bellevue Asset Management
Washington
$10.5K +$64 +1 +0.6%
FCA
733
FinTrust Capital Advisors
South Carolina
$10.3K – – –
IAS
734
IMA Advisory Services
Colorado
$10.2K – – –
CT
735
Cambridge Trust
Massachusetts
$10K – – –
CBT
736
Central Bank & Trust
Kentucky
$9.44K +$9.26K +144 New
HBW
737
Hazlett, Burt & Watson
West Virginia
$9K – – –
SFA
738
Semmax Financial Advisors
North Carolina
$9K – – –
EWM
739
Evermay Wealth Management
Virginia
$8.98K -$771 -12 -8%
AFG
740
Albion Financial Group
Utah
$8.85K – – –
MRCM
741
M&R Capital Management
New Jersey
$8.85K – – –
CFFP
742
Center for Financial Planning
Michigan
$8.72K – – –
WWM
743
Wolff Wiese Magana
California
$8.39K – – –
AWM
744
Avior Wealth Management
Nebraska
$7.95K -$1.8K -28 -19%
IRC
745
Investors Research Corp
Georgia
$7.6K – – –
NC
746
NewSquare Capital
Pennsylvania
$7.08K +$6.94K +108 New
RDIA
747
RE Dickinson Investment Advisors
Iowa
$7K – – –
CMP
748
Coston McIsaac & Partners
Maine
$7K +$64 +1 +0.9%
TAM
749
Tucker Asset Management
Colorado
$6.98K – – –
PFG
750
Piershale Financial Group
Illinois
$6.88K +$6.75K +105 New
28 29
30
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