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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
901
Raffa Wealth Management
District of Columbia
$6.58K – – –
RF
902
Robinswood Financial
Washington
$6.49K – – –
PVH
903
Psagot Value Holdings
Israel
$6K +$3.3K +38 +123%
DF
904
Dunhill Financial
United Kingdom
$5.5K +$5.29K +61 New
SFA
905
Semmax Financial Advisors
North Carolina
$5.38K – – –
B
906
Birchbrook
Maine
$5.12K +$4.95K +57 New
PCA
907
Providence Capital Advisors
North Carolina
$4.51K +$4.34K +50 New
LF
908
Lee Financial
Texas
$3.16K – – –
FRA
909
Frank Rimerman Advisors
California
$3.16K +$3.04K +35 New
NECFA
910
New England Capital Financial Advisors
Connecticut
$3.07K – – –
AW
911
Avion Wealth
Texas
$3K +$434 +5 +17%
PCMC
912
Planning Capital Management Corporation
Pennsylvania
$2.8K +$2.69K +31 New
CWC
913
Carolinas Wealth Consulting
North Carolina
$2.62K – – –
HB
914
Horizon Bancorp
Indiana
$2K – – –
LIWM
915
Long Island Wealth Management
New York
$2K +$1.82K +21 New
TFM
916
TFC Financial Management
Massachusetts
$1.99K – – –
MFT
917
Moisand Fitzgerald Tamayo
Florida
$1.98K -$1.3K -15 -41%
T
918
Tidemark
California
$1.98K +$1.91K +22 New
JWA
919
JFS Wealth Advisors
Pennsylvania
$1.8K +$1.74K +20 New
PWMG
920
Private Wealth Management Group
New Jersey
$1.8K +$1.74K +20 New
AP
921
Aspect Partners
Virginia
$1.8K +$1.74K +20 New
GWSG
922
GPS Wealth Strategies Group
Colorado
$1.53K – – –
TCA
923
Trifecta Capital Advisors
Illinois
$1.35K +$1.3K +15 New
TFA
924
Transamerica Financial Advisors
Florida
$1K – – –
HWP
925
Highline Wealth Partners
California
$902 – – –
35 36
37
38 39