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Welltower

WELL

Market cap $173B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1201	PWA 1201 Principia Wealth Advisory Dallas, Texas	$4.39K	+$2.28K	+16	+107%
1202	MEG 1202 Millstone Evans Group Boulder, Colorado	$3.52K	–	–	–
1203	MFT 1203 Moisand Fitzgerald Tamayo Orlando, Florida	$3.37K	–	–	–
1204	PWMG 1204 Private Wealth Management Group Princeton, New Jersey	$3.37K	–	–	–
1205	NL 1205 NVWM LLC Yardley, Pennsylvania	$2.91K	+$427	+3	+19%
1206	DSC 1206 Duncker Streett & Co St. Louis, Missouri	$2.6K	–	–	–
1207	TWD 1207 True Wealth Design Akron, Ohio	$2.48K	+$1.43K	+10	+167%
1208	RPA 1208 Redwood Park Advisors Redwood City, California	$2.3K	–	–	–
1209	TCA 1209 Trifecta Capital Advisors Northbrook, Illinois	$2.3K	–	–	–
1210	ACM 1210 Anfield Capital Management Irvine, California	$2.15K	-$2K	-14	-50%
1211	CAC 1211 Core Alternative Capital Peachtree Corners, Georgia	$2.15K	–	–	–
1212	CIAS 1212 CBIZ Investment Advisory Services Independence, Ohio	$1.84K	+$1.71K	+12	New
1213	BL 1213 BFSG LLC Irvine, California	$1.69K	+$1.57K	+11	New
1214	PMFA 1214 Plante Moran Financial Advisors Southfield, Michigan	$1.69K	-$4.99K	-35	-76%
1215	CYG 1215 Clean Yield Group Norwich, Vermont	$1.69K	–	–	–
1216	WW 1216 Winnow Wealth Waco, Texas	$1.56K	+$570	+4	+57%
1217	ACA 1217 American Capital Advisory Ketchum, Idaho	$1.53K	+$1.43K	+10	New
1218	JFG 1218 JDM Financial Group Austin, Texas	$1.53K	–	–	–
1219	GA 1219 GoalVest Advisory New York	$1.53K	+$1.43K	+10	New
1220	STB 1220 S&T Bank Indiana, Pennsylvania	$1.53K	+$1.43K	+10	New
1221	1IA 1221 1620 Investment Advisors Plymouth, Massachusetts	$1.46K	–	–	–
1222	BMC 1222 Bear Mountain Capital Seattle, Washington	$1.08K	+$997	+7	New
1223	SFCL 1223 Strengthening Families & Communities LLC Boston, Massachusetts	$1.07K	+$142	+1	+17%
1224	RWM 1224 Ruedi Wealth Management Champaign, Illinois	$1.07K	–	–	–
1225	BCM 1225 Blume Capital Management Berkeley, California	$767	+$712	+5	New

Welltower WELL Market cap $173B

Welltower

WELL

Market cap $173B