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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
926
Center for Financial Planning
Michigan
$13.9K – – –
AT
927
Arlington Trust
Alabama
$13.7K – – –
PCA
928
Providence Capital Advisors
North Carolina
$13.4K +$7.74K +79 +158%
WWM
929
Wolff Wiese Magana
California
$13.3K – – –
FNWA
930
Financial Network Wealth Advisors
Utah
$13.2K +$12.4K +127 New
WPA
931
West Paces Advisors
Georgia
$12.2K -$1.76K -18 -13%
OLVIG
932
Oliver Lagore Vanvalin Investment Group
Michigan
$12K – – –
PCWA
933
Pacific Capital Wealth Advisors
California
$12K +$11.3K +115 New
CAS
934
Coppell Advisory Solutions
Texas
$11.3K +$10.6K +108 New
TAM
935
Tucker Asset Management
Colorado
$11.1K – – –
AWM
936
Abound Wealth Management
Tennessee
$11K -$588 -6 -5%
CMP
937
Coston McIsaac & Partners
Maine
$11K – – –
CPBTD
938
Central Pacific Bank - Trust Division
Hawaii
$10.8K – – –
TCOV
939
Trust Company of Vermont
Vermont
$10.4K -$6.27K -64 -39%
BC
940
Barrett & Company
Rhode Island
$10.4K – – –
MSFP
941
Mark Sheptoff Financial Planning
Connecticut
$10.4K – – –
WTA
942
Washington Trust Advisors
Massachusetts
$10.4K – – –
FW
943
Fairway Wealth
Ohio
$10.3K +$9.7K +99 New
HGERS
944
Householder Group Estate & Retirement Specialist
Arizona
$10K -$19.6K -200 -67%
PWMG
945
Prestige Wealth Management Group
New Jersey
$9.38K -$651K -6,642 -99%
NC
946
NewSquare Capital
Pennsylvania
$9.17K – – –
S
947
Sachetta
Massachusetts
$8.87K -$69.3K -707 -90%
CNBTD
948
Citizens National Bank Trust Department
Mississippi
$8.65K – – –
RTL
949
Red Tortoise LLC
Georgia
$8.44K – – –
YDMI
950
Y.D. More Investments
Israel
$8.13K +$7.64K +78 New
36 37
38
39 40