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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
776
Dogwood Wealth Management
Kansas
$77.8K +$74.9K +863 New
TC
777
Trust Company
Kansas
$76.6K – – –
WT
778
Washington Trust
Rhode Island
$76.6K – – –
PTC
779
Private Trust Company
Ohio
$74.4K +$23.3K +268 +48%
GEA
780
Glen Eagle Advisors
New Jersey
$73.9K – – –
BCMLT
781
Beacon Capital Management LLC (Tennessee)
Tennessee
$71.8K -$8.68K -100 -10%
S
782
Sachetta
Massachusetts
$70.9K +$68.2K +786 New
QC
783
Quent Capital
New York
$68.4K +$2.43K +28 +4%
GI
784
Gradient Investments
Minnesota
$68.1K +$2.86K +33 +5%
GBT
785
Grove Bank & Trust
Florida
$67.6K -$24.3K -280 -27%
LS
786
Livforsakringsbolaget Skandia
Sweden
$67.2K – – –
AGWCA
787
Annis Gardner Whiting Capital Advisors
Florida
$66.4K -$954 -11 -1%
CT
788
Clearstead Trust
Maine
$64.5K – – –
IWP
789
IAG Wealth Partners
Wisconsin
$63.1K – – –
WB
790
Webster Bank
Connecticut
$63.1K – – –
SPWM
791
Spartan Planning & Wealth Management
North Carolina
$62.4K -$145K -1,677 -71%
FHA
792
First Horizon Advisors
Tennessee
$62.3K +$10.5K +121 +21%
LA
793
LM Advisors
California
$62.2K +$59.9K +690 New
GIA
794
GHP Investment Advisors
Colorado
$61.2K -$8.33K -96 -12%
WAG
795
Wiser Advisor Group
Arizona
$57K +$54.8K +632 New
CT
796
Caldwell Trust
Florida
$55K – – –
NFSG
797
Newbridge Financial Services Group
Florida
$54.4K +$87 +1 +0.2%
GWM
798
Geneos Wealth Management
Colorado
$54K -$23.3K -269 -31%
FWM
799
Focused Wealth Management
New York
$53.4K +$87 +1 +0.2%
MIA
800
MeadowBrook Investment Advisors
Michigan
$51.8K +$49.8K +574 New
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