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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
1201
GPS Wealth Strategies Group
Colorado
$29.4K – – –
AFG
1202
Albion Financial Group
Utah
$29K +$2.47K +15 +10%
HCA
1203
Harbor Capital Advisors
Illinois
$28K -$2.79K -17 -10%
PPC
1204
Park Place Capital
Alabama
$27.1K – – –
NRG
1205
Nemes Rush Group
Michigan
$26.5K +$8.05K +49 +49%
SC
1206
Solstein Capital
California
$26.4K – – –
AWM
1207
Activest Wealth Management
Florida
$26.2K +$1.81K +11 +8%
BFS
1208
Burkett Financial Services
South Carolina
$26K +$164 +1 +0.7%
HBW
1209
Hazlett, Burt & Watson
West Virginia
$26K – – –
HWP
1210
Highline Wealth Partners
California
$25.5K +$3.94K +24 +20%
AAG
1211
Armstrong Advisory Group
Massachusetts
$25.5K – – –
HHMI
1212
Howard Hughes Medical Institute
Maryland
$25.5K +$1.97K +12 +9%
FNWA
1213
Financial Network Wealth Advisors
Utah
$25.3K – – –
HIMS
1214
Hager Investment Management Services
New Hampshire
$25.3K +$10.7K +65 +84%
PWA
1215
Provenance Wealth Advisors
Florida
$24.8K – – –
NECFA
1216
New England Capital Financial Advisors
Connecticut
$24.2K – – –
MAM
1217
Morse Asset Management
Connecticut
$24K +$1.64K +10 +8%
AW
1218
Avion Wealth
Texas
$24K +$329 +2 +2%
CFFP
1219
Center for Financial Planning
Michigan
$23.7K – – –
PAM
1220
Palisade Asset Management
Minnesota
$23.3K +$21.5K +131 New
AT
1221
Arlington Trust
Alabama
$23.3K -$657 -4 -3%
OAJ
1222
Ogorek Anthony Joseph
New York
$23K +$493 +3 +2%
CPBTD
1223
Central Pacific Bank - Trust Division
Hawaii
$22.3K – – –
RFP
1224
Root Financial Partners
California
$21K +$19.4K +118 New
MAFA
1225
MJT & Associates Financial Advisory
Minnesota
$20.3K – – –
47 48
49
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