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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
1176
Vision Financial Markets
Connecticut
$16.8K +$149 +1 +0.9%
IAS
1177
IMA Advisory Services
Colorado
$16.4K +$598 +4 +4%
EWM
1178
Evermay Wealth Management
Virginia
$16.1K -$2.99K -20 -16%
WWM
1179
Wolff Wiese Magana
California
$16.1K – – –
AWM
1180
Abound Wealth Management
Tennessee
$15.6K – – –
RF
1181
Robinswood Financial
Washington
$15.6K – – –
BC
1182
Barrett & Company
Rhode Island
$15.4K – – –
MSFP
1183
Mark Sheptoff Financial Planning
Connecticut
$15.4K – – –
PCTC
1184
Perkins Coie Trust Company
Washington
$15.4K – – –
WTA
1185
Washington Trust Advisors
Massachusetts
$15.4K – – –
GPFA
1186
Game Plan Financial Advisors
Ohio
$15.4K +$14.9K +100 New
NRG
1187
Nemes Rush Group
Michigan
$15.4K +$14.9K +100 New
MSWM
1188
Mowery & Schoenfeld Wealth Management
Illinois
$14.5K – – –
WAS
1189
Winch Advisory Services
Wisconsin
$14.4K +$149 +1 +1%
NMG
1190
New Millennium Group
Utah
$14K – – –
HNW
1191
High Note Wealth
Minnesota
$13.4K +$149 +1 +1%
CPG
1192
Cornerstone Planning Group
New Jersey
$13.1K +$299 +2 +3%
CNBTD
1193
Citizens National Bank Trust Department
Mississippi
$12.8K – – –
RTL
1194
Red Tortoise LLC
Georgia
$12.5K – – –
RFA
1195
Reyes Financial Architecture
California
$12K – – –
BI
1196
Binnacle Investments
Iowa
$11.8K – – –
HIMS
1197
Hager Investment Management Services
New Hampshire
$11.8K – – –
RWM
1198
Raffa Wealth Management
District of Columbia
$11.2K – – –
SWA
1199
SOA Wealth Advisors
New York
$10.4K +$147K +983 +10%
MSWA
1200
Marshall & Sterling Wealth Advisors
New York
$9.99K -$2.99K -20 -24%
46 47
48
49 50