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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
1151
Oliver Lagore Vanvalin Investment Group
Michigan
$23.9K +$23.3K +156 New
PPC
1152
Park Place Capital
Alabama
$23K – – –
AFG
1153
Albion Financial Group
Utah
$22.8K – – –
SC
1154
Solstein Capital
California
$22.8K +$22.1K +148 New
BFS
1155
Burkett Financial Services
South Carolina
$22.4K – – –
HBW
1156
Hazlett, Burt & Watson
West Virginia
$22K – – –
AAG
1157
Armstrong Advisory Group
Massachusetts
$22K -$7.17K -48 -25%
FNWA
1158
Financial Network Wealth Advisors
Utah
$21.8K – – –
PWA
1159
Provenance Wealth Advisors
Florida
$21.4K – – –
NECFA
1160
New England Capital Financial Advisors
Connecticut
$20.9K +$15.2K +102 +300%
AWM
1161
Activest Wealth Management
Florida
$20.9K +$299 +2 +1%
AT
1162
Arlington Trust
Alabama
$20.8K +$598 +4 +3%
CFFP
1163
Center for Financial Planning
Michigan
$20.4K – – –
HHMI
1164
Howard Hughes Medical Institute
Maryland
$20.1K +$19.6K +131 New
AW
1165
Avion Wealth
Texas
$20K +$6.72K +45 +51%
MWM
1166
MorganRosel Wealth Management
Colorado
$20K – – –
MAM
1167
Morse Asset Management
Connecticut
$19.2K -$807K -5,400 -98%
CPBTD
1168
Central Pacific Bank - Trust Division
Hawaii
$19.2K +$18.7K +125 New
OAJ
1169
Ogorek Anthony Joseph
New York
$19K – – –
SC
1170
SouthState Corp
Florida
$18.8K -$7.02K -47 -28%
HWP
1171
Highline Wealth Partners
California
$18.3K – – –
MAFA
1172
MJT & Associates Financial Advisory
Minnesota
$17.5K +$11.5K +77 +208%
CMP
1173
Coston McIsaac & Partners
Maine
$17K – – –
VFM
1174
Vision Financial Markets
Connecticut
$16.8K +$149 +1 +0.9%
IAS
1175
IMA Advisory Services
Colorado
$16.4K +$598 +4 +4%
45 46
47
48 49