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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
776
M&R Capital Management
New Jersey
$11.1K – – –
CFFP
777
Center for Financial Planning
Michigan
$10.9K – – –
WWM
778
Wolff Wiese Magana
California
$10.5K – – –
AWM
779
Avior Wealth Management
Nebraska
$10.1K +$82 +1 +0.8%
WPA
780
West Paces Advisors
Georgia
$9.59K – – –
IRC
781
Investors Research Corp
Georgia
$9.5K – – –
CMP
782
Coston McIsaac & Partners
Maine
$9K – – –
AWM
783
Abound Wealth Management
Tennessee
$8.7K -$164 -2 -2%
TAM
784
Tucker Asset Management
Colorado
$8.68K – – –
MSFP
785
Mark Sheptoff Financial Planning
Connecticut
$8.19K -$10.7K -130 -57%
WTA
786
Washington Trust Advisors
Massachusetts
$8.19K -$4.11K -50 -33%
BC
787
Barrett & Company
Rhode Island
$8.19K – – –
DAM
788
Delta Asset Management
Tennessee
$8.19K – – –
KC
789
Kenfarb & Co
Kentucky
$8.19K – – –
LCM
790
Logan Capital Management
Pennsylvania
$8.19K – – –
MTIC
791
Missouri Trust & Investment Company
Missouri
$8.19K – – –
TCOV
792
Trust Company of Vermont
Vermont
$8.19K – – –
CNBTD
793
Citizens National Bank Trust Department
Mississippi
$6.8K – – –
RTL
794
Red Tortoise LLC
Georgia
$6.64K – – –
PWMG
795
Prestige Wealth Management Group
New Jersey
$6.39K – – –
RWM
796
Raffa Wealth Management
District of Columbia
$5.98K – – –
RF
797
Robinswood Financial
Washington
$5.9K – – –
SFA
798
Semmax Financial Advisors
North Carolina
$5.3K +$5.1K +62 New
FRA
799
Front Row Advisors
California
$4.75K – – –
FGA
800
Fortis Group Advisors
New Jersey
$4.1K +$4.11K +50 New
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