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Welltower

WELL

Market cap $173B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
801	SVCP 801 Silicon Valley Capital Partners San Jose, California	$3.3K	–	–	–
802	MFT 802 Moisand Fitzgerald Tamayo Orlando, Florida	$3.03K	–	–	–
803	PGAM 803 Princeton Global Asset Management Princeton, New Jersey	$3.03K	–	–	–
804	PVH 804 Psagot Value Holdings Tel Aviv, Israel	$3K	+$2.55K	+31	New
805	BWS 805 Buck Wealth Strategies Denver, Colorado	$2.91K	+$82	+1	+3%
806	LF 806 Lee Financial Dallas, Texas	$2.87K	–	–	–
807	NECFA 807 New England Capital Financial Advisors Meriden, Connecticut	$2.79K	–	–	–
808	CWC 808 Carolinas Wealth Consulting Charlotte, North Carolina	$2.42K	–	–	–
809	CP 809 Castleview Partners Dallas, Texas	$2.38K	–	–	–
810	HB 810 Horizon Bancorp Michigan City, Indiana	$2K	–	–	–
811	TFM 811 TFC Financial Management Boston, Massachusetts	$1.81K	–	–	–
812	FSWA 812 Financial Synergies Wealth Advisors Houston, Texas	$1.56K	+$1.56K	+19	New
813	GWSG 813 GPS Wealth Strategies Group Centennial, Colorado	$1.39K	–	–	–
814	ECM 814 Everence Capital Management Goshen, Indiana	$1.11K	–	–	–
815	TFA 815 Transamerica Financial Advisors St. Petersburg, Florida	$1K	–	–	–
816	AW 816 Avion Wealth The Woodlands, Texas	$1K	+$987	+12	+71%
817	HWP 817 Highline Wealth Partners Sherman Oaks, California	$819	–	–	–
818	RFG 818 RFP Financial Group Atlanta, Georgia	$773	–	–	–
819	PCTC 819 Perkins Coie Trust Company Seattle, Washington	$654	+$658	+8	New
820	VCM 820 Versant Capital Management Phoenix, Arizona	$573	–	–	–
821	BAAM 821 Baker Avenue Asset Management San Francisco, California	$573	+$164	+2	+40%
822	GFPC 822 Global Financial Private Client Sarasota, Florida	$490	–	–	–
823	TIM 823 Tortoise Investment Management White Plains, New York	$410	+$411	+5	New
824	HWA 824 Heritage Wealth Advisors Richmond, Virginia	$328	+$329	+4	New
825	BFA 825 BBJS Financial Advisors Seattle, Washington	$230	-$82	-1	-25%

Welltower WELL Market cap $173B

Welltower

WELL

Market cap $173B