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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1226
Crews Bank & Trust
Florida
$4K +$3.88K +26 New
TIM
1227
Tortoise Investment Management
New York
$4K +$3.88K +26 New
IWM
1228
IMG Wealth Management
Florida
$3.84K +$3.74K +25 New
TCM
1229
Traub Capital Management
Massachusetts
$3.84K +$3.74K +25 New
NWM
1230
Nova Wealth Management
Florida
$3.82K +$3.74K +25 New
MEG
1231
Millstone Evans Group
Colorado
$3.54K – – –
EPW
1232
Evergreen Private Wealth
Colorado
$3.54K +$3.44K +23 New
MPW
1233
MASECO Private Wealth
$3.43K +$3.29K +22 New
MFT
1234
Moisand Fitzgerald Tamayo
Florida
$3.38K – – –
PWMG
1235
Private Wealth Management Group
New Jersey
$3.38K – – –
GC
1236
GFG Capital
Florida
$2.92K +$2.84K +19 New
DSC
1237
Duncker Streett & Co
Missouri
$2.61K – – –
TWD
1238
True Wealth Design
Ohio
$2.49K – – –
NL
1239
NVWM LLC
Pennsylvania
$2.46K -$448 -3 -16%
SC
1240
Stephens Consulting
Michigan
$2.46K +$2.39K +16 New
RPA
1241
Redwood Park Advisors
California
$2.31K – – –
TCA
1242
Trifecta Capital Advisors
Illinois
$2.31K – – –
QWM
1243
Quaker Wealth Management
New Jersey
$2.15K +$2.09K +14 New
ACM
1244
Anfield Capital Management
California
$2.15K – – –
CAC
1245
Core Alternative Capital
Georgia
$2.15K – – –
ACA
1246
American Capital Advisory
Idaho
$2K +$448 +3 +30%
RWM
1247
Rialto Wealth Management
New York
$2K +$1.49K +10 +333%
BHWM
1248
Beaird Harris Wealth Management
Texas
$2K +$1.94K +13 New
W
1249
WealthCollab
Washington
$2K +$1.94K +13 New
SFCL
1250
Strengthening Families & Communities LLC
Massachusetts
$1.85K +$747 +5 +71%
48 49
50
51 52