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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
1101
Widmann Financial Services
Maryland
– -$107K -1,029 Closed
CP
1102
Camelot Portfolios
Ohio
– -$104K -1,000 Closed
TFF
1103
The Family Firm
Maryland
– -$91K -873 Closed
GI
1104
Gradient Investments
Minnesota
– -$62.1K -596 Closed
OWA
1105
Opal Wealth Advisors
New York
– -$46K -441 Closed
SA
1106
Scarborough Advisors
Maryland
– -$41.6K -399 Closed
CC
1107
Cypress Capital
Tennessee
– -$31.7K -304 Closed
FFA
1108
First Foundation Advisors
California
– -$25.5K -245 Closed
GLR
1109
Great Lakes Retirement
Ohio
– -$25.3K -243 Closed
EC
1110
EdgeRock Capital
Colorado
– -$19.4K -186 Closed
RWMG
1111
Redwood Wealth Management Group
New Jersey
– -$19.4K -186 Closed
CAS
1112
Coppell Advisory Solutions
Texas
– -$11.3K -108 Closed
TAM
1113
Tucker Asset Management
Colorado
– -$11.1K -106 Closed
HGERS
1114
Householder Group Estate & Retirement Specialist
Arizona
– -$10K -100 Closed
FW
1115
Fairway Wealth
Ohio
– -$10.3K -99 Closed
BCWM
1116
Bartlett & Co Wealth Management
Ohio
– -$6.88K -66 Closed
FRA
1117
Front Row Advisors
California
– -$6.05K -58 Closed
PCMC
1118
Planning Capital Management Corporation
Pennsylvania
– -$3.23K -31 Closed
UWS
1119
Unique Wealth Strategies
Illinois
– -$2.15K -23 Closed
CP
1120
Castleview Partners
Texas
– -$1.77K -17 Closed
RFG
1121
RFP Financial Group
Georgia
– -$984 -9 Closed
WIA
1122
Wetzel Investment Advisors
Indiana
– -$841 -9 Closed
LIA
1123
Lynx Investment Advisory
District of Columbia
– -$626 -6 Closed
DWA
1124
Delos Wealth Advisors
Texas
– -$522 -5 Closed
CJ
1125
Caitlin John
Michigan
– -$104 -1 Closed
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