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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
901
TFO Wealth Partners
Ohio
– -$61K -749 Closed
CDIA
902
Capital Directions Investment Advisors
Georgia
– -$41K -500 Closed
CHAM
903
Clear Harbor Asset Management
Connecticut
– -$40.9K -500 Closed
DOA
904
D'Orazio & Associates
Virginia
– -$33K -405 Closed
NIM
905
NuWave Investment Management
New Jersey
– -$19K -235 Closed
RA
906
Rational Advisors
New York
– -$19K -235 Closed
RMAM
907
Raab & Moskowitz Asset Management
New Jersey
– -$18K -225 Closed
PGAM
908
Princeton Global Asset Management
New Jersey
– -$17K -209 Closed
1IA
909
1834 Investment Advisors
Wisconsin
– -$17K -202 Closed
GAM
910
Gemmer Asset Management
California
– -$16K -198 Closed
SIC
911
Salem Investment Counselors
North Carolina
– -$13K -158 Closed
CFG
912
Citizens Financial Group
Rhode Island
– -$12K -152 Closed
CTB
913
Country Trust Bank
Illinois
– -$11K -138 Closed
THWM
914
Taylor Hoffman Wealth Management
Virginia
– -$10K -124 Closed
SBL
915
Sargent Bickham Lagudis
Colorado
– -$8K -100 Closed
FEG
916
Financial Enhancement Group
Indiana
– -$6K -79 Closed
1832 Asset Management
917
1832 Asset Management
Ontario, Canada
– -$6K -77 Closed
CWA
918
Capital Wealth Alliance
Arizona
– -$5K -63 Closed
SWM
919
Sugarloaf Wealth Management
Georgia
– -$5K -62 Closed
EWA
920
Evolution Wealth Advisors
Florida
– -$4K -51 Closed
HWM
921
Howard Wealth Management
Connecticut
– -$4K -50 Closed
PWP
922
Personal Wealth Partners
Minnesota
– -$4K -48 Closed
WCM
923
Wealthcare Capital Management
Virginia
– -$4K -46 Closed
FPFS
924
First Personal Financial Services
North Carolina
– -$2K -19 Closed
PW
925
Price Wealth
Texas
– -$1K -16 Closed