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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
1276
Wilmington Savings Fund Society
Delaware
$5.88K -$470K -2,857 -99%
DIP
1277
DT Investment Partners
Pennsylvania
$5.7K – – –
AA
1278
Addison Advisors
Vermont
$5.7K +$5.26K +32 New
PWA
1279
Principia Wealth Advisory
Texas
$5.7K +$493 +3 +10%
TCM
1280
TD Capital Management
Tennessee
$5.55K – – –
RF
1281
Rossby Financial
Florida
$5.38K +$4.93K +30 New
TFM
1282
TFC Financial Management
Massachusetts
$5.36K – – –
STB
1283
S&T Bank
Pennsylvania
$5.17K – – –
W
1284
WealthCollab
Washington
$5.17K +$2.63K +16 +123%
HWM
1285
HighMark Wealth Management
Minnesota
$5.17K – – –
MNA
1286
Manning & Napier Advisors
New York
$5.17K +$4.77K +29 New
RFS
1287
Richardson Financial Services
Massachusetts
$4.81K +$4.44K +27 New
WW
1288
Winnow Wealth
Texas
$4.65K +$4.27K +26 New
CBT
1289
Crews Bank & Trust
Florida
$4.63K – – –
BDPWM
1290
Barnes Dennig Private Wealth Management
Ohio
$4.63K +$4.27K +26 New
IWM
1291
IMG Wealth Management
Florida
$4.45K – – –
APW
1292
Atlantic Private Wealth
North Carolina
$4.45K +$4.11K +25 New
CCMI
1293
Creative Capital Management Investments
California
$4.45K +$4.11K +25 New
NWM
1294
Nova Wealth Management
Florida
$4.42K – – –
EWP
1295
Elevation Wealth Partners
California
$4.28K +$3.94K +24 New
EPW
1296
Evergreen Private Wealth
Colorado
$4.1K – – –
MEG
1297
Millstone Evans Group
Colorado
$4.1K – – –
GA
1298
Guerra Advisors
Florida
$4.1K +$3.78K +23 New
CCM
1299
Cloud Capital Management
Washington
$4K +$4.44K +27 New
MPW
1300
MASECO Private Wealth
$3.99K – – –
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