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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Abound Wealth Management
Tennessee
$10.4K +$543 +6 +6%
CMP
902
Coston McIsaac & Partners
Maine
$10K – – –
TAM
903
Tucker Asset Management
Colorado
$9.9K – – –
CPBTD
904
Central Pacific Bank - Trust Division
Hawaii
$9.57K +$9.42K +104 New
BC
905
Barrett & Company
Rhode Island
$9.34K – – –
DAM
906
Delta Asset Management
Tennessee
$9.34K – – –
LCM
907
Logan Capital Management
Pennsylvania
$9.34K – – –
MSFP
908
Mark Sheptoff Financial Planning
Connecticut
$9.34K – – –
WTA
909
Washington Trust Advisors
Massachusetts
$9.34K – – –
DJSG
910
D.J. St. Germain
Massachusetts
$9.34K +$9.05K +100 New
NC
911
NewSquare Capital
Pennsylvania
$8.22K – – –
CNBTD
912
Citizens National Bank Trust Department
Mississippi
$7.76K – – –
RTL
913
Red Tortoise LLC
Georgia
$7.57K – – –
HT
914
Headlands Technologies
Illinois
$7.29K -$9.42K -104 -57%
RWM
915
Raffa Wealth Management
District of Columbia
$6.82K – – –
RF
916
Robinswood Financial
Washington
$6.62K – – –
DF
917
Dunhill Financial
United Kingdom
$6.35K +$634 +7 +11%
AW
918
Avion Wealth
Texas
$6K +$1.99K +22 +65%
SFA
919
Semmax Financial Advisors
North Carolina
$5.5K -$634 -7 -11%
FRA
920
Front Row Advisors
California
$5.42K +$5.25K +58 New
B
921
Birchbrook
Maine
$5.34K – – –
SWM
922
Sugarloaf Wealth Management
Georgia
$5.33K +$5.16K +57 New
VWM
923
Venturi Wealth Management
Texas
$4.86K +$4.71K +52 New
FGA
924
Fortis Group Advisors
New Jersey
$4.67K -$4.53K -50 -50%
PCA
925
Providence Capital Advisors
North Carolina
$4.67K – – –
35 36
37
38 39