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Welltower

WELL

Market cap $173B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1001	LWM 1001 LeConte Wealth Management Maryville, Tennessee	$256K	+$236K	+1,437	New
1002	PWP 1002 Phillips Wealth Planners Starkville, Mississippi	$255K	-$9.53K	-58	-4%
1003	MHC 1003 May Hill Capital Cohasset, Massachusetts	$255K	+$8.38K	+51	+4%
1004	RWP 1004 Revolve Wealth Partners Hackensack, New Jersey	$254K	+$14.3K	+87	+6%
1005	AF 1005 Advisornet Financial Minnetonka, Minnesota	$254K	+$110K	+672	+89%
1006	VRM 1006 Vectors Research Management New York	$253K	–	–	–
1007	NG 1007 Norden Group Provo, Utah	$253K	+$233K	+1,418	New
1008	GXJ 1008 Global X Japan Chiyoda-Ku, Tokyo, Japan	$251K	-$39.1K	-238	-14%
1009	NI 1009 Natural Investments Windsor, California	$251K	+$11K	+67	+5%
1010	FWI 1010 Facet Wealth Inc Baltimore, Maryland	$250K	+$20.4K	+124	+10%
1011	MWM 1011 Mattern Wealth Management Lawrence, Kansas	$249K	–	–	–
1012	OFG 1012 Oxford Financial Group Carmel, Indiana	$249K	+$9.86K	+60	+4%
1013	WRPWM 1013 Werba Rubin Papier Wealth Management San Jose, California	$248K	+$5.75K	+35	+3%
1014	CTA 1014 Colonial Trust Advisors Spartanburg, South Carolina	$248K	-$49.3K	-300	-18%
1015	SCA 1015 Stonebridge Capital Advisors St Paul, Minnesota	$247K	–	–	–
1016	MCM 1016 MV Capital Management Bethesda, Maryland	$247K	–	–	–
1017	IAS 1017 Investment Advisory Services The Woodlands, Texas	$246K	-$32.9K	-200	-13%
1018	RA 1018 RFG Advisory Birmingham, Alabama	$243K	+$224K	+1,365	New
1019	VCA 1019 Verdence Capital Advisors Hunt Valley, Maryland	$243K	-$138K	-838	-39%
1020	FWM 1020 Focused Wealth Management Newburgh, New York	$242K	+$329	+2	+0.1%
1021	APC 1021 Aspire Private Capital Cornelius, North Carolina	$241K	+$329	+2	+0.1%
1022	HAM 1022 Harmony Asset Management Scottsdale, Arizona	$241K	–	–	–
1023	AWM 1023 Aberdeen Wealth Management Lake Bluff, Illinois	$240K	–	–	–
1024	SA 1024 Sovran Advisors San Diego, California	$240K	-$11.7K	-71	-5%
1025	XF 1025 XML Financial Bethesda, Maryland	$238K	–	–	–

Welltower WELL Market cap $173B

Welltower

WELL

Market cap $173B