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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1076
Navigoe Wealth Management
California
$7K +$7.88K +60 New
ANBT
1077
American National Bank & Trust
Texas
$6.93K – – –
CWM
1078
Crowley Wealth Management
Delaware
$6.93K +$7.22K +55 New
FGA
1079
Fortis Group Advisors
New Jersey
$6.3K – – –
MAM
1080
Morse Asset Management
Connecticut
$6.3K – – –
VWA
1081
VSM Wealth Advisory
Maryland
$6.3K +$6.56K +50 New
PBK
1082
Peoples Bank (Kansas)
Kansas
$6.3K – – –
GFPC
1083
Global Financial Private Client
Florida
$5.92K – – –
PMFA
1084
Plante Moran Financial Advisors
Michigan
$5.82K – – –
CAS
1085
Coppell Advisory Solutions
Texas
$5.75K +$6.04K +46 New
CAWM
1086
Capital A Wealth Management
Pennsylvania
$5.54K +$5.78K +44 New
AP
1087
Aspect Partners
Virginia
$5.29K – – –
CWC
1088
Carolinas Wealth Consulting
North Carolina
$5.17K +$263 +2 +5%
CPG
1089
Cornerstone Planning Group
New Jersey
$4.98K +$131 +1 +3%
RAM
1090
Riggs Asset Management
Pennsylvania
$4.75K +$4.99K +38 New
WWP
1091
WR Wealth Planners
Missouri
$4.54K +$1.05K +8 +29%
NECFA
1092
New England Capital Financial Advisors
Connecticut
$4.29K – – –
EBA
1093
Eagle Bay Advisors
New York
$4.29K – – –
DIP
1094
DT Investment Partners
Pennsylvania
$4.03K – – –
TFM
1095
TFC Financial Management
Massachusetts
$3.79K – – –
CWP
1096
Clark Wealth Partners
Illinois
$3.65K +$3.81K +29 New
ACM
1097
Anfield Capital Management
California
$3.53K +$1.84K +14 +100%
OC
1098
Oarsman Capital
Wisconsin
$3.28K – – –
CSWM
1099
Cassady Schiller Wealth Management
Ohio
$3.15K +$3.28K +25 New
MEG
1100
Millstone Evans Group
Colorado
$2.9K +$3.02K +23 New
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