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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
1151
Fourth Dimension Wealth
Ohio
$17K – – –
CMP
1152
Coston McIsaac & Partners
Maine
$17K – – –
VFM
1153
Vision Financial Markets
Connecticut
$16.7K – – –
DF
1154
Dunhill Financial
United Kingdom
$16.1K -$3.28K -23 -18%
WWM
1155
Wolff Wiese Magana
California
$16.1K -$3.28K -23 -18%
IAS
1156
IMA Advisory Services
Colorado
$15.8K +$14.7K +103 New
AWM
1157
Abound Wealth Management
Tennessee
$15.6K -$3.42K -24 -19%
RF
1158
Robinswood Financial
Washington
$15.5K – – –
BC
1159
Barrett & Company
Rhode Island
$15.3K – – –
MSFP
1160
Mark Sheptoff Financial Planning
Connecticut
$15.3K – – –
WTA
1161
Washington Trust Advisors
Massachusetts
$15.3K – – –
PCTC
1162
Perkins Coie Trust Company
Washington
$15.3K +$14.2K +100 New
IGAM
1163
iA Global Asset Management
Quebec, Canada
$15K +$14.1K +99 New
MSWM
1164
Mowery & Schoenfeld Wealth Management
Illinois
$14.4K – – –
WAS
1165
Winch Advisory Services
Wisconsin
$14.3K – – –
WF
1166
Wayfinding Financial
Washington
$14K +$13.7K +96 New
NMG
1167
New Millennium Group
Utah
$13.9K – – –
HNW
1168
High Note Wealth
Minnesota
$13.2K +$997 +7 +9%
MSWA
1169
Marshall & Sterling Wealth Advisors
New York
$13K +$12.1K +85 New
CNBTD
1170
Citizens National Bank Trust Department
Mississippi
$12.7K – – –
RTL
1171
Red Tortoise LLC
Georgia
$12.4K – – –
RFA
1172
Reyes Financial Architecture
California
$11.9K – – –
HIMS
1173
Hager Investment Management Services
New Hampshire
$11.8K +$10.3K +72 +1,440%
BI
1174
Binnacle Investments
Iowa
$11.8K +$11K +77 New
RWM
1175
Raffa Wealth Management
District of Columbia
$11.2K – – –
45 46
47
48 49