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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1051
Advisornet Financial
Minnesota
$271K +$6.91K +37 +3%
WRPWM
1052
Werba Rubin Papier Wealth Management
California
$269K +$10.8K +58 +4%
FC
1053
Fairscale Capital
New Hampshire
$269K – – –
CWMGP
1054
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$268K +$1.12K +6 +0.4%
CAM
1055
Concorde Asset Management
Michigan
$268K -$7.47K -40 -3%
ODA
1056
One Degree Advisors
California
$266K -$83.1K -445 -24%
OFG
1057
Oxford Financial Group
Indiana
$266K +$6.91K +37 +3%
RWP
1058
Revolve Wealth Partners
New Jersey
$265K +$747 +4 +0.3%
SA
1059
Sovran Advisors
California
$264K +$14.6K +78 +6%
VRM
1060
Vectors Research Management
New York
$264K – – –
JTWM
1061
Jackson Thornton Wealth Management
Alabama
$263K +$265K +1,418 New
IAIM
1062
International Assets Investment Management
Florida
$263K +$264K +1,416 New
AHL
1063
Abel Hall LLC
Louisiana
$259K +$261K +1,395 New
CWP
1064
Cyndeo Wealth Partners
Florida
$258K +$24.5K +131 +10%
CTA
1065
Colonial Trust Advisors
South Carolina
$258K – – –
SCA
1066
Stonebridge Capital Advisors
Minnesota
$258K +$374 +2 +0.1%
VCA
1067
Verdence Capital Advisors
Maryland
$257K +$10.5K +56 +4%
MCM
1068
MV Capital Management
Maryland
$257K – – –
AA
1069
Argent Advisors
Louisiana
$257K +$31.8K +170 +14%
FFP
1070
FourThought Financial Partners
Florida
$257K -$13.1K -70 -5%
PCM
1071
Prelude Capital Management
New York
$257K +$258K +1,382 New
IAS
1072
Investment Advisory Services
Texas
$256K – – –
HAM
1073
Harmony Asset Management
Arizona
$254K +$3.17K +17 +1%
FWM
1074
Focused Wealth Management
New York
$253K +$187 +1 +0.1%
CFG
1075
Cooper Financial Group
California
$253K +$20K +107 +9%
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43
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