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Welltower

WELL

Market cap $161B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1201	CHC 1201 City Holding Co Charleston, West Virginia	$4.75K	+$4.42K	+31	New
1202	TFM 1202 TFC Financial Management Boston, Massachusetts	$4.61K	–	–	–
1203	CWP 1203 Clark Wealth Partners O'fallon, Illinois	$4.44K	–	–	–
1204	PWA 1204 Principia Wealth Advisory Dallas, Texas	$4.39K	+$2.28K	+16	+107%
1205	MEG 1205 Millstone Evans Group Boulder, Colorado	$3.52K	–	–	–
1206	MFT 1206 Moisand Fitzgerald Tamayo Orlando, Florida	$3.37K	–	–	–
1207	PWMG 1207 Private Wealth Management Group Princeton, New Jersey	$3.37K	–	–	–
1208	NL 1208 NVWM LLC Yardley, Pennsylvania	$2.91K	+$427	+3	+19%
1209	DSC 1209 Duncker Streett & Co St. Louis, Missouri	$2.6K	–	–	–
1210	TWD 1210 True Wealth Design Akron, Ohio	$2.48K	+$1.43K	+10	+167%
1211	RPA 1211 Redwood Park Advisors Redwood City, California	$2.3K	–	–	–
1212	TCA 1212 Trifecta Capital Advisors Northbrook, Illinois	$2.3K	–	–	–
1213	ACM 1213 Anfield Capital Management Irvine, California	$2.15K	-$2K	-14	-50%
1214	CAC 1214 Core Alternative Capital Peachtree Corners, Georgia	$2.15K	–	–	–
1215	CIAS 1215 CBIZ Investment Advisory Services Independence, Ohio	$1.84K	+$1.71K	+12	New
1216	BL 1216 BFSG LLC Irvine, California	$1.69K	+$1.57K	+11	New
1217	PMFA 1217 Plante Moran Financial Advisors Southfield, Michigan	$1.69K	-$4.99K	-35	-76%
1218	CYG 1218 Clean Yield Group Norwich, Vermont	$1.69K	–	–	–
1219	WW 1219 Winnow Wealth Waco, Texas	$1.56K	+$570	+4	+57%
1220	ACA 1220 American Capital Advisory Ketchum, Idaho	$1.53K	+$1.43K	+10	New
1221	JFG 1221 JDM Financial Group Austin, Texas	$1.53K	–	–	–
1222	GA 1222 GoalVest Advisory New York	$1.53K	+$1.43K	+10	New
1223	STB 1223 S&T Bank Indiana, Pennsylvania	$1.53K	+$1.43K	+10	New
1224	1IA 1224 1620 Investment Advisors Plymouth, Massachusetts	$1.46K	–	–	–
1225	BMC 1225 Bear Mountain Capital Seattle, Washington	$1.08K	+$997	+7	New

Welltower WELL Market cap $161B

Welltower

WELL

Market cap $161B