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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1026
Centennial Bank
Arkansas
$113K – – –
BGAI
1027
Bruce G. Allen Investments
Colorado
$113K – – –
CFO
1028
CVA Family Office
Colorado
$112K +$11.4K +80 +12%
IWM
1029
Inlight Wealth Management
Georgia
$110K +$103K +720 New
HWA
1030
HHM Wealth Advisors
Tennessee
$110K – – –
FWA
1031
Flagship Wealth Advisors
Massachusetts
$110K – – –
WB
1032
Webster Bank
Connecticut
$107K – – –
CT
1033
Clearstead Trust
Maine
$106K – – –
PGAM
1034
Princeton Global Asset Management
New Jersey
$106K -$19.7K -138 -17%
GSWM
1035
Golden State Wealth Management
California
$102K -$1.57K -11 -2%
WAG
1036
Wiser Advisor Group
Arizona
$100K +$427 +3 +0.5%
GEA
1037
Glen Eagle Advisors
New Jersey
$95.8K -$142 -1 -0.2%
FHA
1038
First Horizon Advisors
Tennessee
$94.4K – – –
AG
1039
AmeriFlex Group
Nevada
$94.4K +$15.7K +110 +22%
PWA
1040
Physician Wealth Advisors
Utah
$94.2K – – –
OWP
1041
ORG Wealth Partners
Texas
$92.3K +$85.3K +599 New
CFD
1042
Creative Financial Designs
Indiana
$89.3K +$6.27K +44 +8%
MIA
1043
MeadowBrook Investment Advisors
Michigan
$87.9K – – –
MCM
1044
Manchester Capital Management
Vermont
$87.5K +$16.7K +117 +26%
BTC
1045
Bank & Trust Company
Illinois
$84.3K – – –
HPC
1046
HM Payson & Co
Maine
$81.7K – – –
CCA
1047
Catalyst Capital Advisors
New York
$80.7K +$75.1K +527 New
AT
1048
Avalon Trust
New Mexico
$79.2K +$73.7K +517 New
CSP
1049
Cary Street Partners
Virginia
$78.3K -$118K -828 -62%
CAM
1050
Creekmur Asset Management
Illinois
$77.4K -$427 -3 -0.6%
40 41
42
43 44