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Welltower

WELL

Market cap $161B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
801	MFT 801 Moisand Fitzgerald Tamayo Orlando, Florida	$3.03K	–	–	–
802	PGAM 802 Princeton Global Asset Management Princeton, New Jersey	$3.03K	–	–	–
803	PVH 803 Psagot Value Holdings Tel Aviv, Israel	$3K	+$2.55K	+31	New
804	BWS 804 Buck Wealth Strategies Denver, Colorado	$2.91K	+$82	+1	+3%
805	LF 805 Lee Financial Dallas, Texas	$2.87K	–	–	–
806	NECFA 806 New England Capital Financial Advisors Meriden, Connecticut	$2.79K	–	–	–
807	CWC 807 Carolinas Wealth Consulting Charlotte, North Carolina	$2.42K	–	–	–
808	CP 808 Castleview Partners Dallas, Texas	$2.38K	–	–	–
809	HB 809 Horizon Bancorp Michigan City, Indiana	$2K	–	–	–
810	TFM 810 TFC Financial Management Boston, Massachusetts	$1.81K	–	–	–
811	FSWA 811 Financial Synergies Wealth Advisors Houston, Texas	$1.56K	+$1.56K	+19	New
812	GWSG 812 GPS Wealth Strategies Group Centennial, Colorado	$1.39K	–	–	–
813	TFA 813 Transamerica Financial Advisors St. Petersburg, Florida	$1K	–	–	–
814	AW 814 Avion Wealth The Woodlands, Texas	$1K	+$987	+12	+71%
815	HWP 815 Highline Wealth Partners Sherman Oaks, California	$819	–	–	–
816	RFG 816 RFP Financial Group Atlanta, Georgia	$773	–	–	–
817	PCTC 817 Perkins Coie Trust Company Seattle, Washington	$654	+$658	+8	New
818	VCM 818 Versant Capital Management Phoenix, Arizona	$573	–	–	–
819	BAAM 819 Baker Avenue Asset Management San Francisco, California	$573	+$164	+2	+40%
820	GFPC 820 Global Financial Private Client Sarasota, Florida	$490	–	–	–
821	TIM 821 Tortoise Investment Management White Plains, New York	$410	+$411	+5	New
822	HWA 822 Heritage Wealth Advisors Richmond, Virginia	$328	+$329	+4	New
823	BFA 823 BBJS Financial Advisors Seattle, Washington	$230	-$82	-1	-25%
824	BWM 824 Baystate Wealth Management Boston, Massachusetts	$168	–	–	–
825	ZP 825 Zimmer Partners New York	–	-$40.4M	-500,000	Closed

Welltower WELL Market cap $161B

Welltower

WELL

Market cap $161B