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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
751
Financial Management Professionals
Texas
$11K +$1.16K +15 +12%
GKIM
752
GW&K Investment Management
Massachusetts
$11K +$10.2K +132 +4,400%
AFG
753
Albion Financial Group
Utah
$10.9K – – –
MRCM
754
M&R Capital Management
New Jersey
$10.9K – – –
TFA
755
Toth Financial Advisory
Virginia
$10.8K +$10.3K +134 New
CFFP
756
Center for Financial Planning
Michigan
$10.8K – – –
WWM
757
Wolff Wiese Magana
California
$10.4K – – –
FCA
758
FinTrust Capital Advisors
South Carolina
$10.3K – – –
AWM
759
Avior Wealth Management
Nebraska
$9.91K +$77 +1 +0.8%
WPA
760
West Paces Advisors
Georgia
$9.46K – – –
IRC
761
Investors Research Corp
Georgia
$9.38K – – –
HWM
762
Horizons Wealth Management
North Carolina
$9.21K +$8.78K +114 New
CMP
763
Coston McIsaac & Partners
Maine
$9K – – –
AWM
764
Abound Wealth Management
Tennessee
$8.75K +$3.39K +44 +69%
NC
765
NewSquare Capital
Pennsylvania
$8.74K – – –
TAM
766
Tucker Asset Management
Colorado
$8.57K – – –
WTG
767
West Tower Group
Virginia
$8.57K +$8.17K +106 New
PFG
768
Piershale Financial Group
Illinois
$8.49K – – –
BC
769
Barrett & Company
Rhode Island
$8.09K – – –
DAM
770
Delta Asset Management
Tennessee
$8.09K – – –
LCM
771
Logan Capital Management
Pennsylvania
$8.09K – – –
TCOV
772
Trust Company of Vermont
Vermont
$8.09K – – –
MTIC
773
Missouri Trust & Investment Company
Missouri
$8.09K +$7.7K +100 New
KC
774
Kenfarb & Co
Kentucky
$8.09K – – –
RDIA
775
RE Dickinson Investment Advisors
Iowa
$8K – – –
29 30
31
32 33