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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1051
CVA Family Office
Colorado
$114K +$1.49K +10 +1%
CB
1052
Centennial Bank
Arkansas
$114K – – –
BGAI
1053
Bruce G. Allen Investments
Colorado
$111K -$1.79K -12 -2%
IWM
1054
Inlight Wealth Management
Georgia
$111K – – –
HWA
1055
HHM Wealth Advisors
Tennessee
$110K – – –
FWA
1056
Flagship Wealth Advisors
Massachusetts
$110K – – –
WB
1057
Webster Bank
Connecticut
$108K – – –
GSWM
1058
Golden State Wealth Management
California
$102K +$149 +1 +0.2%
NS
1059
NBC Securities
Alabama
$101K -$30K -201 -23%
MHR
1060
Matthew Hamilton Rosenberg
$97.3K -$37.4K -250 -28%
PWA
1061
Physician Wealth Advisors
Utah
$96.9K +$2.39K +16 +3%
GEA
1062
Glen Eagle Advisors
New Jersey
$96.1K – – –
FHA
1063
First Horizon Advisors
Tennessee
$94.7K – – –
CFD
1064
Creative Financial Designs
Indiana
$92K +$2.39K +16 +3%
HPC
1065
HM Payson & Co
Maine
$88.4K +$6.28K +42 +8%
MIA
1066
MeadowBrook Investment Advisors
Michigan
$88.2K – – –
OP
1067
ORG Partners
Indiana
$88.1K +$15.5K +104 +22%
MCM
1068
Manchester Capital Management
Vermont
$87.8K – – –
CIAM
1069
Caitong International Asset Management
Hong Kong
$87K +$84.6K +566 New
OWP
1070
ORG Wealth Partners
Texas
$86.3K -$4.48K -30 -5%
BTC
1071
Bank & Trust Company
Illinois
$84.6K – – –
TPWA
1072
Twin Peaks Wealth Advisors
California
$84K +$76.2K +510 New
CSP
1073
Cary Street Partners
Virginia
$79.6K +$1.05K +7 +1%
VNA
1074
Valley National Advisers
Pennsylvania
$78K – – –
MAM
1075
Meeder Asset Management
Ohio
$77.9K +$44.8K +300 +145%
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43
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