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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPG
851
Trivant Custom Portfolio Group
California
$18K – – –
BC
852
Broadwater Capital
Massachusetts
$18K +$17.4K +200 New
AAG
853
Armstrong Advisory Group
Massachusetts
$17.3K -$781 -9 -4%
FFO
854
Fortitude Family Office
Arizona
$17.2K +$16.6K +191 New
FGAM
855
Financial Gravity Asset Management
Texas
$16.9K +$694 +8 +2%
ME
856
McIlrath & Eck
Washington
$16.6K – – –
HT
857
Headlands Technologies
Illinois
$16.4K -$11.4K -131 -42%
BONH
858
Bank of New Hampshire
New Hampshire
$16.4K – – –
FMP
859
Financial Management Professionals
Texas
$16K +$260 +3 +2%
GKIM
860
GW&K Investment Management
Massachusetts
$16K +$2.6K +30 +21%
MCA
861
Maryland Capital Advisors
Maryland
$16K – – –
CAC
862
Core Alternative Capital
Georgia
$15.9K -$3.56K -41 -19%
SIS
863
Sound Income Strategies
Florida
$15.8K – – –
AT
864
Arlington Trust
Alabama
$15.7K +$15.1K +174 New
SN
865
Sittner & Nelson
Oregon
$15.4K – – –
JWM
866
Janiczek Wealth Management
Colorado
$15.1K +$174 +2 +1%
AEPWM
867
Atlantic Edge Private Wealth Management
Florida
$15K +$14.4K +166 New
BAM
868
Bellevue Asset Management
Washington
$15K +$174 +2 +1%
CT
869
Cambridge Trust
Massachusetts
$13.5K – – –
PPC
870
Park Place Capital
Alabama
$13.4K +$347 +4 +3%
CAL
871
Capital Advisors Ltd
Ohio
$13K – – –
EWM
872
Evermay Wealth Management
Virginia
$12.8K +$434 +5 +4%
BFS
873
Burkett Financial Services
South Carolina
$12.7K +$12.2K +141 New
EC
874
EdgeRock Capital
Colorado
$12.7K +$12.5K +144 New
NB
875
NBT Bank
New York
$12.6K +$12.1K +140 New
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