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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1001
Winch Advisory Services
Wisconsin
$11.8K -$18.9K -162 -64%
NC
1002
NewSquare Capital
Pennsylvania
$11.3K – – –
CNBTD
1003
Citizens National Bank Trust Department
Mississippi
$10.6K – – –
RTL
1004
Red Tortoise LLC
Georgia
$10.4K – – –
AW
1005
Avion Wealth
Texas
$10K +$1.4K +12 +17%
HWM
1006
Hemington Wealth Management
Virginia
$10K +$9.1K +78 New
HWP
1007
Highline Wealth Partners
California
$9.6K +$1.05K +9 +14%
RWM
1008
Raffa Wealth Management
District of Columbia
$9.35K – – –
YDMI
1009
Y.D. More Investments
Israel
$9.22K +$1.05K +9 +12%
CA
1010
Crewe Advisors
Utah
$8.71K +$583 +5 +8%
SFA
1011
Semmax Financial Advisors
North Carolina
$7.48K – – –
B
1012
Birchbrook
Maine
$7.4K +$117 +1 +2%
ANBT
1013
American National Bank & Trust
Texas
$7.04K – – –
BBHC
1014
Brown Brothers Harriman & Co
New York
$6.53K – – –
CPA
1015
Capital Performance Advisors
California
$6.52K +$5.95K +51 New
FGA
1016
Fortis Group Advisors
New Jersey
$6.4K – – –
MAM
1017
Morse Asset Management
Connecticut
$6.4K +$5.83K +50 New
PBK
1018
Peoples Bank (Kansas)
Kansas
$6.4K – – –
GFPC
1019
Global Financial Private Client
Florida
$6.02K +$4.78K +41 +683%
HCA
1020
Harbor Capital Advisors
Illinois
$6K +$5.02K +43 New
RWA
1021
Redmont Wealth Advisors
Illinois
$5.89K – – –
PMFA
1022
Plante Moran Financial Advisors
Michigan
$5.88K +$5.37K +46 New
BAM
1023
Belpointe Asset Management
Nevada
$5.67K +$1.52K +13 +42%
AP
1024
Aspect Partners
Virginia
$5.38K – – –
RWM
1025
Reston Wealth Management
Virginia
$5.38K +$4.9K +42 New
39 40
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