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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1151
Copia Wealth Management
Oregon
$59.3K – – –
SL
1152
Salomon & Ludwin
Virginia
$58.8K +$55.2K +336 New
FMP
1153
Financial Management Professionals
Texas
$57.9K -$493 -3 -0.9%
WFA
1154
West Financial Advisors
Iowa
$57K – – –
NFSG
1155
Newbridge Financial Services Group
Florida
$54.7K – – –
CF
1156
Collier Financial
Colorado
$53.7K +$49.5K +301 New
JFA
1157
JNBA Financial Advisors
Minnesota
$53.5K – – –
IWP
1158
IAG Wealth Partners
Wisconsin
$53.4K – – –
BIA
1159
Bell Investment Advisors
California
$52.2K -$3.62K -22 -7%
FFO
1160
Fortitude Family Office
Arizona
$52K – – –
CAL
1161
Capital Advisors Ltd
Ohio
$52K – – –
YDMI
1162
Y.D. More Investments
Israel
$51.2K +$40.4K +246 +586%
TC
1163
Truvestments Capital
Florida
$49.5K +$5.42K +33 +13%
MAM
1164
Meeder Asset Management
Ohio
$48.1K -$39K -237 -47%
MIM
1165
Manitou Investment Management
Ontario, Canada
$48.1K – – –
TCM
1166
TruNorth Capital Management
Michigan
$46.5K – – –
CAM
1167
Creekmur Asset Management
Illinois
$45.4K – – –
FP
1168
Financial Perspectives
Minnesota
$44.9K -$5.26K -32 -11%
C
1169
Covestor
United Kingdom
$44K -$3.29K -20 -8%
SIC
1170
Salem Investment Counselors
North Carolina
$41.2K – – –
BWAM
1171
Boyd Watterson Asset Management
Ohio
$40.6K – – –
CIAS
1172
CBIZ Investment Advisory Services
Ohio
$40.3K +$2.14K +13 +6%
HFS
1173
Hughes Financial Services
Virginia
$38.8K +$493 +3 +2%
HCM
1174
Hollencrest Capital Management
California
$38.3K – – –
GBT
1175
Grove Bank & Trust
Florida
$37.8K – – –
45 46
47
48 49