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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1151
Tradition Wealth Management
Minnesota
$228K +$2.17K +11 +1%
BFC
1152
Bedel Financial Consulting
Indiana
$228K – – –
BHIA
1153
Birch Hill Investment Advisors
Massachusetts
$228K – – –
SIAP
1154
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$227K -$9.88K -50 -4%
HWA
1155
Hilltop Wealth Advisors
North Carolina
$227K +$6.32K +32 +3%
SL
1156
StoryOne LLC
Kansas
$226K – – –
IA
1157
Intellus Advisors
Florida
$226K +$6.32K +32 +3%
HCP
1158
Hexagon Capital Partners
Arkansas
$226K +$226K +1,144 New
EL
1159
EWA LLC
Pennsylvania
$225K +$225K +1,141 New
AWM
1160
Aviso Wealth Management
Washington
$225K +$225K +1,139 New
WIM
1161
Warwick Investment Management
Texas
$225K -$399K -2,017 -64%
OCWP
1162
Owl Creek Wealth Partners
Colorado
$224K +$224K +1,131 New
AWM
1163
Axxcess Wealth Management
California
$224K -$1.19K -6 -0.5%
RZH
1164
Relyea Zuckerberg Hanson
Connecticut
$223K +$223K +1,128 New
TW
1165
TritonPoint Wealth
Maryland
$223K +$8.7K +44 +4%
GLLW
1166
Graves Light Lenhart Wealth
Virginia
$221K – – –
HW
1167
Hancock Whitney
Mississippi
$221K +$210K +1,063 New
MAM
1168
Martingale Asset Management
Massachusetts
$219K +$219K +1,108 New
NP
1169
NorthRock Partners
Minnesota
$219K -$4.54K -23 -2%
CA
1170
Commerce Advisors
Tennessee
$219K +$218K +1,105 New
AIM
1171
Arcadia Investment Management
Michigan
$218K – – –
SP
1172
Successful Portfolios
Florida
$218K – – –
WT
1173
Washington Trust
Rhode Island
$217K -$108K -545 -33%
MGIA
1174
Moneta Group Investment Advisors
Missouri
$217K +$217K +1,099 New
SCP
1175
Sivia Capital Partners
California
$217K -$231K -1,168 -52%
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47
48 49