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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1226
HighMark Wealth Management
Minnesota
$4.46K +$4.33K +29 New
TIM
1227
Total Investment Management
Arizona
$4.01K +$3.88K +26 New
CBT
1228
Crews Bank & Trust
Florida
$4K +$3.88K +26 New
TIM
1229
Tortoise Investment Management
New York
$4K +$3.88K +26 New
IWM
1230
IMG Wealth Management
Florida
$3.84K +$3.74K +25 New
TCM
1231
Traub Capital Management
Massachusetts
$3.84K +$3.74K +25 New
NWM
1232
Nova Wealth Management
Florida
$3.82K +$3.74K +25 New
MEG
1233
Millstone Evans Group
Colorado
$3.54K – – –
EPW
1234
Evergreen Private Wealth
Colorado
$3.54K +$3.44K +23 New
MPW
1235
MASECO Private Wealth
$3.43K +$3.29K +22 New
MFT
1236
Moisand Fitzgerald Tamayo
Florida
$3.38K – – –
PWMG
1237
Private Wealth Management Group
New Jersey
$3.38K – – –
GC
1238
GFG Capital
Florida
$2.92K +$2.84K +19 New
DSC
1239
Duncker Streett & Co
Missouri
$2.61K – – –
TWD
1240
True Wealth Design
Ohio
$2.49K – – –
NL
1241
NVWM LLC
Pennsylvania
$2.46K -$448 -3 -16%
SC
1242
Stephens Consulting
Michigan
$2.46K +$2.39K +16 New
RPA
1243
Redwood Park Advisors
California
$2.31K – – –
TCA
1244
Trifecta Capital Advisors
Illinois
$2.31K – – –
QWM
1245
Quaker Wealth Management
New Jersey
$2.15K +$2.09K +14 New
ACM
1246
Anfield Capital Management
California
$2.15K – – –
CAC
1247
Core Alternative Capital
Georgia
$2.15K – – –
ACA
1248
American Capital Advisory
Idaho
$2K +$448 +3 +30%
RWM
1249
Rialto Wealth Management
New York
$2K +$1.49K +10 +333%
BHWM
1250
Beaird Harris Wealth Management
Texas
$2K +$1.94K +13 New
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50
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