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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
1226
Coston McIsaac & Partners
Maine
$20K – – –
JSAM
1227
J. Safra Asset Management
New York
$19.6K +$18.1K +110 New
VFM
1228
Vision Financial Markets
Connecticut
$19.6K – – –
IAS
1229
IMA Advisory Services
Colorado
$19.1K – – –
EWM
1230
Evermay Wealth Management
Virginia
$18.7K – – –
WWM
1231
Wolff Wiese Magana
California
$18.7K – – –
AWM
1232
Abound Wealth Management
Tennessee
$18.2K – – –
RF
1233
Robinswood Financial
Washington
$18.1K – – –
BC
1234
Barrett & Company
Rhode Island
$17.8K – – –
MSFP
1235
Mark Sheptoff Financial Planning
Connecticut
$17.8K – – –
PCTC
1236
Perkins Coie Trust Company
Washington
$17.8K – – –
WTA
1237
Washington Trust Advisors
Massachusetts
$17.8K – – –
JFGIW
1238
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.9K +$15.6K +95 New
WAS
1239
Winch Advisory Services
Wisconsin
$16.8K – – –
MAM
1240
Marquette Asset Management
Minnesota
$16.7K +$15.5K +94 New
NMG
1241
New Millennium Group
Utah
$16.2K – – –
HNW
1242
High Note Wealth
Minnesota
$16.2K +$657 +4 +5%
RWM
1243
Raffa Wealth Management
District of Columbia
$16.2K +$2.96K +18 +25%
CNBTD
1244
Citizens National Bank Trust Department
Mississippi
$14.8K – – –
BI
1245
Binnacle Investments
Iowa
$14.8K +$986 +6 +8%
RTL
1246
Red Tortoise LLC
Georgia
$14.4K – – –
RFA
1247
Reyes Financial Architecture
California
$13.9K – – –
MWPCG
1248
Measured Wealth Private Client Group
New Hampshire
$13.4K +$12.3K +75 New
MSWM
1249
Mowery & Schoenfeld Wealth Management
Illinois
$13K -$3.45K -21 -22%
ST
1250
Smithfield Trust
Pennsylvania
$12K +$10.8K +66 New
48 49
50
51 52