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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
1251
Kemnay Advisory Services
New York
$50.9K +$51.2K +274 New
MIM
1252
Manitou Investment Management
Ontario, Canada
$50.1K – – –
TWD
1253
True Wealth Design
Ohio
$48.8K -$20.5K -110 -29%
RFS
1254
Richardson Financial Services
Massachusetts
$47.7K +$43K +230 +852%
TC
1255
Truvestments Capital
Florida
$46.4K -$5.23K -28 -10%
SS
1256
Sunbelt Securities
Texas
$45.2K +$7.1K +38 +18%
CPG
1257
Cornerstone Planning Group
New Jersey
$44.7K +$27.8K +149 +159%
KFAS
1258
Keating Financial Advisory Services
Kansas
$44.4K +$44.6K +239 New
FP
1259
Financial Perspectives
Minnesota
$42.9K -$3.92K -21 -8%
OC
1260
Optima Capital
Oregon
$41.6K +$41.8K +224 New
FCAS
1261
First Command Advisory Services
Texas
$41.4K +$3.36K +18 +9%
DF
1262
Dunhill Financial
United Kingdom
$41.4K +$6.72K +36 +19%
CIAS
1263
CBIZ Investment Advisory Services
Ohio
$40.1K -$1.87K -10 -4%
HCM
1264
Hollencrest Capital Management
California
$39.9K – – –
GBT
1265
Grove Bank & Trust
Florida
$39.9K +$560 +3 +1%
NEWAS
1266
N.E.W. Advisory Services
Wisconsin
$39.3K – – –
MAM
1267
Morse Asset Management
Connecticut
$39.2K +$14.2K +76 +56%
NFSG
1268
Newbridge Financial Services Group
Florida
$39K -$18.1K -97 -32%
SWIM
1269
Smallwood Wealth Investment Management
New Jersey
$38.4K +$2.24K +12 +6%
JFA
1270
JNBA Financial Advisors
Minnesota
$38.1K -$17.7K -95 -32%
HFS
1271
Hughes Financial Services
Virginia
$37.7K – – –
BC
1272
Broadwater Capital
Massachusetts
$37.1K – – –
GTAM
1273
Global Trust Asset Management
Florida
$37.1K – – –
GCM
1274
Gunpowder Capital Management
Maryland
$37.1K +$37.4K +200 New
NB
1275
NBT Bank
New York
$36.5K +$1.49K +8 +3%
49 50
51
52 53