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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1301
Moisand Fitzgerald Tamayo
Florida
$3.92K – – –
PWMG
1302
Private Wealth Management Group
New Jersey
$3.92K – – –
BHWM
1303
Beaird Harris Wealth Management
Texas
$3.21K +$822 +5 +38%
MA
1304
Montag & Associates
Georgia
$3.03K +$2.79K +17 New
DSC
1305
Duncker Streett & Co
Missouri
$3.03K – – –
HHGA
1306
Halbert Hargrove Global Advisors
California
$2.85K +$2.63K +16 New
NL
1307
NVWM LLC
Pennsylvania
$2.85K – – –
RPA
1308
Redwood Park Advisors
California
$2.67K – – –
TCA
1309
Trifecta Capital Advisors
Illinois
$2.67K – – –
WWA
1310
Wealth Watch Advisors
Colorado
$2.67K +$2.47K +15 New
ACM
1311
Anfield Capital Management
California
$2.49K – – –
CAC
1312
Core Alternative Capital
Georgia
$2.49K – – –
QWM
1313
Quaker Wealth Management
New Jersey
$2.49K – – –
TCB
1314
Texas Capital Bancshares
Texas
$2.49K +$2.3K +14 New
CPG
1315
Cornerstone Planning Group
New Jersey
$2.39K +$2.79K +17 +22%
RWM
1316
Rialto Wealth Management
New York
$2.32K – – –
HFS
1317
Horizon Financial Services
North Carolina
$2.32K +$2.14K +13 New
SRCM
1318
Signature Resources Capital Management
California
$2.14K – – –
SFCL
1319
Strengthening Families & Communities LLC
Massachusetts
$1.97K -$164 -1 -8%
ACA
1320
American Capital Advisory
Idaho
$1.96K -$329 -2 -15%
CYG
1321
Clean Yield Group
Vermont
$1.96K – – –
HI
1322
Hoey Investments
Pennsylvania
$1.78K +$1.64K +10 New
JFG
1323
JDM Financial Group
Texas
$1.78K – – –
1IA
1324
1620 Investment Advisors
Massachusetts
$1.69K – – –
UCB
1325
United Community Bank
South Carolina
$1.6K +$1.48K +9 New
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