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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
876
Concord Wealth Partners
Virginia
$12.6K +$87 +1 +0.7%
PWA
877
Provenance Wealth Advisors
Florida
$12.5K +$12.1K +139 New
AFG
878
Albion Financial Group
Utah
$12.2K – – –
MRCM
879
M&R Capital Management
New Jersey
$12.2K – – –
WPA
880
West Paces Advisors
Georgia
$12.2K +$1.56K +18 +15%
HBW
881
Hazlett, Burt & Watson
West Virginia
$12K – – –
CFFP
882
Center for Financial Planning
Michigan
$12K – – –
WWM
883
Wolff Wiese Magana
California
$11.5K – – –
AWM
884
Avior Wealth Management
Nebraska
$11.1K – – –
CMP
885
Coston McIsaac & Partners
Maine
$10K – – –
AWM
886
Abound Wealth Management
Tennessee
$9.58K – – –
TAM
887
Tucker Asset Management
Colorado
$9.56K – – –
TCOV
888
Trust Company of Vermont
Vermont
$9.11K +$87 +1 +1%
FGA
889
Fortis Group Advisors
New Jersey
$9.02K +$4.34K +50 +100%
BC
890
Barrett & Company
Rhode Island
$9.02K – – –
DAM
891
Delta Asset Management
Tennessee
$9.02K – – –
LCM
892
Logan Capital Management
Pennsylvania
$9.02K – – –
MSFP
893
Mark Sheptoff Financial Planning
Connecticut
$9.02K – – –
MTIC
894
Missouri Trust & Investment Company
Missouri
$9.02K – – –
WTA
895
Washington Trust Advisors
Massachusetts
$9.02K – – –
NC
896
NewSquare Capital
Pennsylvania
$7.93K -$8.42K -97 -52%
CNBTD
897
Citizens National Bank Trust Department
Mississippi
$7.48K – – –
PWMG
898
Prestige Wealth Management Group
New Jersey
$7.39K +$347 +4 +5%
CIA
899
Cape Investment Advisory
Georgia
$7.39K +$7.11K +82 New
RTL
900
Red Tortoise LLC
Georgia
$7.3K – – –
34 35
36
37 38