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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
1276
Harel Insurance Investments & Financial Services
Israel
– -$68K -541 Closed
VWM
1277
Venturi Wealth Management
Texas
– -$68.2K -541 Closed
MCM
1278
MidAtlantic Capital Management
Virginia
– -$63K -500 Closed
EC
1279
Elequin Capital
New York
– -$51.4K -408 Closed
AWM
1280
Avior Wealth Management
Nebraska
– -$36.4K -288 Closed
CIAM
1281
Caitong International Asset Management
Hong Kong
– -$27.6K -219 Closed
LWANC
1282
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$25.2K -200 Closed
RCM
1283
Raleigh Capital Management
North Carolina
– -$20.7K -164 Closed
HEIP
1284
Hudson Edge Investment Partners
New Jersey
– -$18.9K -150 Closed
CWP
1285
Concord Wealth Partners
Virginia
– -$14.8K -117 Closed
PCWA
1286
Pacific Capital Wealth Advisors
California
– -$14.5K -115 Closed
CPBTD
1287
Central Pacific Bank - Trust Division
Hawaii
– -$13.1K -104 Closed
RWPA
1288
Richard W. Paul & Associates
Michigan
– -$9.96K -79 Closed
FIA
1289
FPC Investment Advisory
California
– -$10.2K -75 Closed
CAS
1290
Coppell Advisory Solutions
Texas
– -$5.75K -46 Closed
EBA
1291
Eagle Bay Advisors
New York
– -$4.29K -34 Closed
OC
1292
Oarsman Capital
Wisconsin
– -$3.28K -26 Closed
HI
1293
Human Investing
Oregon
– -$2.02K -16 Closed
AA
1294
Addison Advisors
Vermont
– -$1.89K -15 Closed
BFPW
1295
BOK Financial Private Wealth
Colorado
– -$1.64K -13 Closed
FLP
1296
Financial Life Planners
Arizona
– -$1.68K -13 Closed
WWA
1297
Wingate Wealth Advisors
Massachusetts
– -$1.51K -12 Closed
NRG
1298
Nemes Rush Group
Michigan
– -$882 -7 Closed
FDCP
1299
Foster Dykema Cabot & Partners
Massachusetts
– -$756 -6 Closed
MRP
1300
Measured Risk Portfolios
California
– -$756 -6 Closed
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