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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HEIP
976
Hudson Edge Investment Partners
New Jersey
$19.2K – – –
BFS
977
Burkett Financial Services
South Carolina
$18.4K – – –
HBW
978
Hazlett, Burt & Watson
West Virginia
$18K – – –
PWA
979
Provenance Wealth Advisors
Florida
$17.8K – – –
AFG
980
Albion Financial Group
Utah
$17.3K – – –
MRCM
981
M&R Capital Management
New Jersey
$17.3K – – –
CFFP
982
Center for Financial Planning
Michigan
$17K – – –
FNWA
983
Financial Network Wealth Advisors
Utah
$17K +$700 +6 +5%
AT
984
Arlington Trust
Alabama
$16.8K – – –
PCA
985
Providence Capital Advisors
North Carolina
$16.5K – – –
WWM
986
Wolff Wiese Magana
California
$16.4K – – –
EWM
987
Evermay Wealth Management
Virginia
$16K -$1.4K -12 -9%
WPA
988
West Paces Advisors
Georgia
$15K – – –
CWP
989
Concord Wealth Partners
Virginia
$14.9K -$3.62K -31 -21%
OLVIG
990
Oliver Lagore Vanvalin Investment Group
Michigan
$14.7K – – –
PCWA
991
Pacific Capital Wealth Advisors
California
$14.7K – – –
VCM
992
Versant Capital Management
Arizona
$14.5K +$5.72K +49 +77%
CMP
993
Coston McIsaac & Partners
Maine
$14K – – –
AWM
994
Abound Wealth Management
Tennessee
$13.5K – – –
DF
995
Dunhill Financial
United Kingdom
$13.4K +$4.2K +36 +52%
CPBTD
996
Central Pacific Bank - Trust Division
Hawaii
$13.3K – – –
IAS
997
IMA Advisory Services
Colorado
$13.2K +$12K +103 New
RF
998
Robinswood Financial
Washington
$12.9K +$3.38K +29 +40%
BC
999
Barrett & Company
Rhode Island
$12.8K – – –
MSFP
1000
Mark Sheptoff Financial Planning
Connecticut
$12.8K – – –
38 39
40
41 42