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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
876
Provenance Wealth Advisors
Florida
$12.5K +$12.1K +139 New
AFG
877
Albion Financial Group
Utah
$12.2K – – –
MRCM
878
M&R Capital Management
New Jersey
$12.2K – – –
WPA
879
West Paces Advisors
Georgia
$12.2K +$1.56K +18 +15%
HBW
880
Hazlett, Burt & Watson
West Virginia
$12K – – –
CFFP
881
Center for Financial Planning
Michigan
$12K – – –
WWM
882
Wolff Wiese Magana
California
$11.5K – – –
AWM
883
Avior Wealth Management
Nebraska
$11.1K – – –
CMP
884
Coston McIsaac & Partners
Maine
$10K – – –
AWM
885
Abound Wealth Management
Tennessee
$9.58K – – –
TAM
886
Tucker Asset Management
Colorado
$9.56K – – –
TCOV
887
Trust Company of Vermont
Vermont
$9.11K +$87 +1 +1%
FGA
888
Fortis Group Advisors
New Jersey
$9.02K +$4.34K +50 +100%
BC
889
Barrett & Company
Rhode Island
$9.02K – – –
DAM
890
Delta Asset Management
Tennessee
$9.02K – – –
LCM
891
Logan Capital Management
Pennsylvania
$9.02K – – –
MSFP
892
Mark Sheptoff Financial Planning
Connecticut
$9.02K – – –
MTIC
893
Missouri Trust & Investment Company
Missouri
$9.02K – – –
WTA
894
Washington Trust Advisors
Massachusetts
$9.02K – – –
NC
895
NewSquare Capital
Pennsylvania
$7.93K -$8.42K -97 -52%
CNBTD
896
Citizens National Bank Trust Department
Mississippi
$7.48K – – –
PWMG
897
Prestige Wealth Management Group
New Jersey
$7.39K +$347 +4 +5%
CIA
898
Cape Investment Advisory
Georgia
$7.39K +$7.11K +82 New
RTL
899
Red Tortoise LLC
Georgia
$7.3K – – –
MCM
900
Manchester Capital Management
Vermont
$6.76K -$9.98K -115 -61%
34 35
36
37 38