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Welltower

WELL

Market cap $173B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1101	PWMG 1101 Private Wealth Management Group Princeton, New Jersey	$2.77K	–	–	–
1102	SC 1102 SouthState Corp Winter Haven, Florida	$2.65K	–	–	–
1103	DSC 1103 Duncker Streett & Co St. Louis, Missouri	$2.14K	–	–	–
1104	HI 1104 Human Investing Lake Oswego, Oregon	$2.02K	+$2.1K	+16	New
1105	NL 1105 NVWM LLC Yardley, Pennsylvania	$2.02K	–	–	–
1106	TCA 1106 Trifecta Capital Advisors Northbrook, Illinois	$1.89K	–	–	–
1107	AA 1107 Addison Advisors Middlebury, Vermont	$1.89K	+$1.97K	+15	New
1108	RPA 1108 Redwood Park Advisors Redwood City, California	$1.89K	+$1.97K	+15	New
1109	PWA 1109 Principia Wealth Advisory Dallas, Texas	$1.89K	+$1.97K	+15	New
1110	CAC 1110 Core Alternative Capital Peachtree Corners, Georgia	$1.76K	–	–	–
1111	FLP 1111 Financial Life Planners Tempe, Arizona	$1.68K	+$1.71K	+13	New
1112	BFPW 1112 BOK Financial Private Wealth Denver, Colorado	$1.64K	+$1.71K	+13	New
1113	WWA 1113 Wingate Wealth Advisors Lexington, Massachusetts	$1.51K	+$1.57K	+12	New
1114	WCM 1114 WealthTrak Capital Management Virginia Beach, Virginia	$1.39K	+$1.44K	+11	New
1115	CYG 1115 Clean Yield Group Norwich, Vermont	$1.39K	–	–	–
1116	JFG 1116 JDM Financial Group Austin, Texas	$1.26K	–	–	–
1117	1IA 1117 1620 Investment Advisors Plymouth, Massachusetts	$1.2K	-$1.31K	-10	-53%
1118	SFCL 1118 Strengthening Families & Communities LLC Boston, Massachusetts	$1K	–	–	–
1119	RWM 1119 Ruedi Wealth Management Champaign, Illinois	$882	–	–	–
1120	NRG 1120 Nemes Rush Group Novi, Michigan	$882	+$919	+7	New
1121	WW 1121 Winnow Wealth Waco, Texas	$864	+$919	+7	New
1122	TWD 1122 True Wealth Design Akron, Ohio	$778	+$788	+6	New
1123	FDCP 1123 Foster Dykema Cabot & Partners Waltham, Massachusetts	$756	–	–	–
1124	MRP 1124 Measured Risk Portfolios San Diego, California	$756	+$788	+6	New
1125	TCM 1125 TD Capital Management Memphis, Tennessee	$641	–	–	–

Welltower WELL Market cap $173B

Welltower

WELL

Market cap $173B