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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGP
1001
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$256K +$15.8K +96 +7%
LWM
1002
LeConte Wealth Management
Tennessee
$256K +$236K +1,437 New
PWP
1003
Phillips Wealth Planners
Mississippi
$255K -$9.53K -58 -4%
MHC
1004
May Hill Capital
Massachusetts
$255K +$8.38K +51 +4%
RWP
1005
Revolve Wealth Partners
New Jersey
$254K +$14.3K +87 +6%
AF
1006
Advisornet Financial
Minnesota
$254K +$110K +672 +89%
VRM
1007
Vectors Research Management
New York
$253K – – –
NG
1008
Norden Group
Utah
$253K +$233K +1,418 New
GXJ
1009
Global X Japan
Japan
$251K -$39.1K -238 -14%
NI
1010
Natural Investments
California
$251K +$11K +67 +5%
FWI
1011
Facet Wealth Inc
Maryland
$250K +$20.4K +124 +10%
MWM
1012
Mattern Wealth Management
Kansas
$249K – – –
OFG
1013
Oxford Financial Group
Indiana
$249K +$9.86K +60 +4%
WRPWM
1014
Werba Rubin Papier Wealth Management
California
$248K +$5.75K +35 +3%
CTA
1015
Colonial Trust Advisors
South Carolina
$248K -$49.3K -300 -18%
SCA
1016
Stonebridge Capital Advisors
Minnesota
$247K – – –
MCM
1017
MV Capital Management
Maryland
$247K – – –
IAS
1018
Investment Advisory Services
Texas
$246K -$32.9K -200 -13%
RA
1019
RFG Advisory
Alabama
$243K +$224K +1,365 New
VCA
1020
Verdence Capital Advisors
Maryland
$243K -$138K -838 -39%
FWM
1021
Focused Wealth Management
New York
$242K +$329 +2 +0.1%
APC
1022
Aspire Private Capital
North Carolina
$241K +$329 +2 +0.1%
HAM
1023
Harmony Asset Management
Arizona
$241K – – –
AWM
1024
Aberdeen Wealth Management
Illinois
$240K – – –
SA
1025
Sovran Advisors
California
$240K -$11.7K -71 -5%
39 40
41
42 43