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Welltower

WELL

Market cap $161B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1101	MFT 1101 Moisand Fitzgerald Tamayo Orlando, Florida	$2.77K	–	–	–
1102	PWMG 1102 Private Wealth Management Group Princeton, New Jersey	$2.77K	–	–	–
1103	SC 1103 SouthState Corp Winter Haven, Florida	$2.65K	–	–	–
1104	DSC 1104 Duncker Streett & Co St. Louis, Missouri	$2.14K	–	–	–
1105	HI 1105 Human Investing Lake Oswego, Oregon	$2.02K	+$2.1K	+16	New
1106	NL 1106 NVWM LLC Yardley, Pennsylvania	$2.02K	–	–	–
1107	TCA 1107 Trifecta Capital Advisors Northbrook, Illinois	$1.89K	–	–	–
1108	AA 1108 Addison Advisors Middlebury, Vermont	$1.89K	+$1.97K	+15	New
1109	RPA 1109 Redwood Park Advisors Redwood City, California	$1.89K	+$1.97K	+15	New
1110	PWA 1110 Principia Wealth Advisory Dallas, Texas	$1.89K	+$1.97K	+15	New
1111	CAC 1111 Core Alternative Capital Peachtree Corners, Georgia	$1.76K	–	–	–
1112	FLP 1112 Financial Life Planners Tempe, Arizona	$1.68K	+$1.71K	+13	New
1113	BFPW 1113 BOK Financial Private Wealth Denver, Colorado	$1.64K	+$1.71K	+13	New
1114	WWA 1114 Wingate Wealth Advisors Lexington, Massachusetts	$1.51K	+$1.57K	+12	New
1115	WCM 1115 WealthTrak Capital Management Virginia Beach, Virginia	$1.39K	+$1.44K	+11	New
1116	CYG 1116 Clean Yield Group Norwich, Vermont	$1.39K	–	–	–
1117	JFG 1117 JDM Financial Group Austin, Texas	$1.26K	–	–	–
1118	1IA 1118 1620 Investment Advisors Plymouth, Massachusetts	$1.2K	-$1.31K	-10	-53%
1119	SFCL 1119 Strengthening Families & Communities LLC Boston, Massachusetts	$1K	–	–	–
1120	RWM 1120 Ruedi Wealth Management Champaign, Illinois	$882	–	–	–
1121	NRG 1121 Nemes Rush Group Novi, Michigan	$882	+$919	+7	New
1122	WW 1122 Winnow Wealth Waco, Texas	$864	+$919	+7	New
1123	TWD 1123 True Wealth Design Akron, Ohio	$778	+$788	+6	New
1124	FDCP 1124 Foster Dykema Cabot & Partners Waltham, Massachusetts	$756	–	–	–
1125	MRP 1125 Measured Risk Portfolios San Diego, California	$756	+$788	+6	New

Welltower WELL Market cap $161B

Welltower

WELL

Market cap $161B