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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
826
Sound Income Strategies
Florida
$47.6K +$30.2K +334 +191%
CAM
827
Creekmur Asset Management
Illinois
$47.1K – – –
AFS
828
Annapolis Financial Services
Maryland
$46.7K – – –
HPC
829
HM Payson & Co
Maine
$46.7K – – –
MCM
830
MidAtlantic Capital Management
Virginia
$46.7K – – –
OWA
831
Opal Wealth Advisors
New York
$43K +$41.7K +461 New
FWM
832
FSA Wealth Management
Massachusetts
$42.6K +$272 +3 +0.7%
PB
833
Pinnacle Bancorp
Nebraska
$42K – – –
AAP
834
Arax Advisory Partners
Colorado
$38.4K -$1.09K -12 -3%
LFG
835
Larson Financial Group
Missouri
$37.4K -$63.4K -700 -64%
CWM
836
Compass Wealth Management
Connecticut
$37.4K – – –
ACA
837
Atlas Capital Advisors
Wyoming
$36.8K -$4.08K -45 -10%
SA
838
Scarborough Advisors
Maryland
$36.6K +$181 +2 +0.5%
ADL
839
Asset Dedication LLC
California
$33K +$10.4K +115 +49%
BTI
840
Blue Trust Inc
Georgia
$33K -$64.8K -716 -67%
SS
841
Sunbelt Securities
Texas
$33K +$272 +3 +0.9%
PGAM
842
Princeton Global Asset Management
New Jersey
$32.7K +$31.7K +350 New
SCM
843
Silvant Capital Management
Georgia
$32.5K – – –
NFSG
844
Newbridge Financial Services Group
Florida
$32K -$23.5K -260 -43%
BGAI
845
Bruce G. Allen Investments
Colorado
$32K +$5.52K +61 +22%
PSB
846
Piscataqua Savings Bank
New Hampshire
$31.6K – – –
MCM
847
Manchester Capital Management
Vermont
$30.7K +$23K +254 +339%
WFA
848
West Financial Advisors
Iowa
$29.9K – – –
JFA
849
JNBA Financial Advisors
Minnesota
$28.1K – – –
HGERS
850
Householder Group Estate & Retirement Specialist
Arizona
$28K -$18.1K -200 -40%
32 33
34
35 36