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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
876
Financial Management Professionals
Texas
$31K +$16.3K +166 +122%
CA
877
Centerpoint Advisors
Massachusetts
$31K +$29.4K +300 New
RA
878
Rise Advisors
New York
$30.6K +$196 +2 +0.7%
BIA
879
Bell Investment Advisors
California
$30.2K +$588 +6 +2%
MAM
880
Meeder Asset Management
Ohio
$29.5K +$27.7K +283 New
MIM
881
Manitou Investment Management
Ontario, Canada
$28.1K – – –
C
882
Covestor
United Kingdom
$28K +$392 +4 +2%
VWM
883
Venturi Wealth Management
Texas
$27.6K +$20.9K +213 +410%
TCM
884
TruNorth Capital Management
Michigan
$27.2K +$25.6K +261 New
WAS
885
Winch Advisory Services
Wisconsin
$26.5K +$98 +1 +0.4%
CTWM
886
Cherry Tree Wealth Management
Minnesota
$26.1K – – –
AWM
887
Avior Wealth Management
Nebraska
$25.9K -$36.9K -377 -60%
FFA
888
First Foundation Advisors
California
$25.5K +$24K +245 New
GLR
889
Great Lakes Retirement
Ohio
$25.3K +$23.8K +243 New
SIC
890
Salem Investment Counselors
North Carolina
$24.1K – – –
BWAM
891
Boyd Watterson Asset Management
Ohio
$23.8K – – –
OA
892
Operose Advisors
Wisconsin
$23.5K – – –
SIS
893
Strategic Investment Solutions
Illinois
$22.8K +$20.1K +205 New
FP
894
Financial Perspectives
Minnesota
$22.5K – – –
HCM
895
Hollencrest Capital Management
California
$22.4K – – –
FFO
896
Fortitude Family Office
Arizona
$22K -$1.47K -15 -7%
PA
897
PSI Advisors
Florida
$21.2K – – –
GKIM
898
GW&K Investment Management
Massachusetts
$21K +$3.23K +33 +20%
BC
899
Broadwater Capital
Massachusetts
$20.9K – – –
GTAM
900
Global Trust Asset Management
Florida
$20.9K – – –
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37 38