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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
RWMG
901
Redwood Wealth Management Group
New Jersey
$19.4K +$18.2K +186 New
EC
902
EdgeRock Capital
Colorado
$19.4K +$18.2K +186 New
ME
903
McIlrath & Eck
Washington
$19.2K – – –
CAL
904
Capital Advisors Ltd
Ohio
$19K +$2.65K +27 +17%
BONH
905
Bank of New Hampshire
New Hampshire
$19K – – –
SIS
906
Sound Income Strategies
Florida
$18.4K -$32.6K -333 -65%
EC
907
Elequin Capital
New York
$18.1K -$4.21K -43 -20%
SN
908
Sittner & Nelson
Oregon
$17.8K – – –
BAM
909
Bellevue Asset Management
Washington
$17.5K +$98 +1 +0.6%
JWM
910
Janiczek Wealth Management
Colorado
$17.5K – – –
AEPWM
911
Atlantic Edge Private Wealth Management
Florida
$17.3K – – –
RCM
912
Raleigh Capital Management
North Carolina
$16.5K +$2.25K +23 +17%
PPC
913
Park Place Capital
Alabama
$15.7K – – –
HEIP
914
Hudson Edge Investment Partners
New Jersey
$15.6K +$14.7K +150 New
CWP
915
Concord Wealth Partners
Virginia
$15.4K +$784 +8 +6%
HBW
916
Hazlett, Burt & Watson
West Virginia
$15K – – –
BFS
917
Burkett Financial Services
South Carolina
$14.9K +$98 +1 +0.7%
NB
918
NBT Bank
New York
$14.6K +$98 +1 +0.7%
PWA
919
Provenance Wealth Advisors
Florida
$14.5K – – –
EWM
920
Evermay Wealth Management
Virginia
$14.3K – – –
AFG
921
Albion Financial Group
Utah
$14.1K – – –
MRCM
922
M&R Capital Management
New Jersey
$14.1K – – –
CFFP
923
Center for Financial Planning
Michigan
$13.9K – – –
AT
924
Arlington Trust
Alabama
$13.7K – – –
PCA
925
Providence Capital Advisors
North Carolina
$13.4K +$7.74K +79 +158%
35 36
37
38 39