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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
1026
Atlantic Edge Private Wealth Management
Florida
$20.9K – – –
RCM
1027
Raleigh Capital Management
North Carolina
$20.7K -$656 -5 -3%
T
1028
Transce3nd
Texas
$20.2K +$21K +160 New
PPC
1029
Park Place Capital
Alabama
$19K – – –
HEIP
1030
Hudson Edge Investment Partners
New Jersey
$18.9K – – –
AFG
1031
Albion Financial Group
Utah
$18.7K +$1.71K +13 +10%
SIS
1032
Strategic Investment Solutions
Illinois
$18.4K – – –
OLVIG
1033
Oliver Lagore Vanvalin Investment Group
Michigan
$18.4K +$4.07K +31 +27%
BFS
1034
Burkett Financial Services
South Carolina
$18.2K +$131 +1 +0.7%
HBW
1035
Hazlett, Burt & Watson
West Virginia
$18K – – –
BBHC
1036
Brown Brothers Harriman & Co
New York
$17.8K +$11.8K +90 +176%
PWA
1037
Provenance Wealth Advisors
Florida
$17.5K – – –
CFFP
1038
Center for Financial Planning
Michigan
$16.8K – – –
AT
1039
Arlington Trust
Alabama
$16.5K – – –
WWM
1040
Wolff Wiese Magana
California
$16.1K – – –
DF
1041
Dunhill Financial
United Kingdom
$16.1K +$3.02K +23 +22%
AWM
1042
Abound Wealth Management
Tennessee
$15.8K +$2.63K +20 +19%
EWM
1043
Evermay Wealth Management
Virginia
$15.8K – – –
BC
1044
Bayforest Capital
United Kingdom
$15.1K +$15.8K +120 New
CWP
1045
Concord Wealth Partners
Virginia
$14.8K – – –
WPA
1046
West Paces Advisors
Georgia
$14.7K – – –
PCWA
1047
Pacific Capital Wealth Advisors
California
$14.5K – – –
YDMI
1048
Y.D. More Investments
Israel
$14.1K +$3.28K +25 +29%
CMP
1049
Coston McIsaac & Partners
Maine
$14K – – –
FDW
1050
Fourth Dimension Wealth
Ohio
$14K +$14.6K +111 New
40 41
42
43 44