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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1076
AmeriFlex Group
Nevada
$77.7K -$16.4K -110 -18%
MA
1077
MCF Advisors
Kentucky
$76.9K – – –
DMBA
1078
Deseret Mutual Benefit Administrators
Utah
$72.3K – – –
FWM
1079
FSA Wealth Management
Massachusetts
$71.9K +$299 +2 +0.4%
PB
1080
Pinnacle Bancorp
Nebraska
$69.2K – – –
IHWM
1081
Iron Horse Wealth Management
Iowa
$67.6K +$65.8K +440 New
CFB
1082
Cullen/Frost Bankers
Texas
$67.4K +$5.83K +39 +10%
WTFG
1083
Wood Tarver Financial Group
Idaho
$66K +$299 +2 +0.5%
SSG
1084
Summit Securities Group
New York
$65K +$63.2K +423 New
CIA
1085
Cape Investment Advisory
Georgia
$64.9K – – –
TCOV
1086
Trust Company of Vermont
Vermont
$64.9K +$35K +234 +124%
CT
1087
Caldwell Trust
Florida
$63K – – –
ADL
1088
Asset Dedication LLC
California
$62.3K -$897 -6 -1%
RTC
1089
Riverview Trust Company
Washington
$61.5K -$163K -1,094 -73%
MFC
1090
Mechanics Financial Corp
Ohio
$61.5K – – –
EB
1091
Eastern Bank
Massachusetts
$61K -$113K -755 -66%
ACA
1092
Atlas Capital Advisors
Wyoming
$60.6K – – –
S
1093
Sachetta
Massachusetts
$60K +$1.64K +11 +3%
OWA
1094
Opal Wealth Advisors
New York
$59.5K +$299 +2 +0.5%
TH
1095
TCTC Holdings
Texas
$58.3K – – –
RA
1096
Rise Advisors
New York
$57.3K +$1.2K +8 +2%
NC
1097
NewSquare Capital
Pennsylvania
$55.6K +$12.6K +84 +30%
VCM
1098
Versant Capital Management
Arizona
$55.5K -$2.99K -20 -5%
GKIM
1099
GW&K Investment Management
Massachusetts
$55K +$4.93K +33 +10%
AIM
1100
Anchor Investment Management
South Carolina
$53.8K +$7.47K +50 +17%
42 43
44
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