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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
876
Widmann Financial Services
Maryland
– -$46K -546 Closed
FPWM
877
FSB Premier Wealth Management
Iowa
– -$36K -425 Closed
EPM
878
Equitec Proprietary Markets
Illinois
– -$20K -236 Closed
SSB
879
Sandy Spring Bank
Maryland
– -$19K -220 Closed
GWSG
880
GPS Wealth Strategies Group
Colorado
– -$17K -195 Closed
JWA
881
JFS Wealth Advisors
Pennsylvania
– -$15K -172 Closed
WAC
882
William Allan Corp
Colorado
– -$14K -169 Closed
PP
883
Paloma Partners
Connecticut
– -$12K -144 Closed
LFA
884
Level Financial Advisors
New York
– -$11K -130 Closed
DAM
885
Delta Asset Management
Tennessee
– -$9K -100 Closed
TCOV
886
Trust Company of Vermont
Vermont
– -$9K -100 Closed
TIM
887
Tortoise Investment Management
New York
– -$8K -99 Closed
AWA
888
Amplius Wealth Advisors
Pennsylvania
– -$6K -78 Closed
AF
889
Arrow Financial
New York
– -$5K -59 Closed
SC
890
Stephens Consulting
Michigan
– -$4.37K -51 Closed
TWP
891
TFO Wealth Partners
Ohio
– -$3K -40 Closed
HFS
892
Horizon Financial Services
North Carolina
– -$2.14K -25 Closed
AP
893
Arlington Partners
Alabama
– -$2K -21 Closed
CSWM
894
Cassady Schiller Wealth Management
Ohio
– -$1K -14 Closed
CIAS
895
CFS Investment Advisory Services
New Jersey
– +$1.07M +12,306 New
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