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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FNWA
1301
Financial Network Wealth Advisors
Utah
$26.4K – – –
HIMS
1302
Hager Investment Management Services
New Hampshire
$26.4K – – –
HBW
1303
Hazlett, Burt & Watson
West Virginia
$26K – – –
PWA
1304
Provenance Wealth Advisors
Florida
$25.8K – – –
EWM
1305
Evermay Wealth Management
Virginia
$25.4K +$5.98K +32 +30%
NECFA
1306
New England Capital Financial Advisors
Connecticut
$25.3K – – –
IAS
1307
IMA Advisory Services
Colorado
$25.1K +$5.23K +28 +26%
HNW
1308
High Note Wealth
Minnesota
$24.9K +$8.03K +43 +47%
AW
1309
Avion Wealth
Texas
$24K -$187 -1 -0.7%
SFAM
1310
Sawyer Falduto Asset Management
Illinois
$23.2K +$23.3K +125 New
AFC
1311
Ares Financial Consulting
California
$23K +$23.2K +124 New
OAJ
1312
Ogorek Anthony Joseph
New York
$22K -$2.24K -12 -9%
ST
1313
Smithfield Trust
Pennsylvania
$22K +$10.3K +55 +83%
PWMG
1314
Prestige Wealth Management Group
New Jersey
$21.2K -$1.61M -8,612 -99%
MAFA
1315
MJT & Associates Financial Advisory
Minnesota
$21.2K – – –
CMP
1316
Coston McIsaac & Partners
Maine
$21K – – –
RF
1317
Rossby Financial
Florida
$20.8K +$15.3K +82 +273%
VFM
1318
Vision Financial Markets
Connecticut
$20.5K +$187 +1 +0.9%
JSAM
1319
J. Safra Asset Management
New York
$20.4K – – –
RWM
1320
Raffa Wealth Management
District of Columbia
$19.7K +$2.8K +15 +16%
WWM
1321
Wolff Wiese Magana
California
$19.5K – – –
S
1322
Sachetta
Massachusetts
$19.1K -$64.4K -345 -77%
AWM
1323
Abound Wealth Management
Tennessee
$19K – – –
RF
1324
Robinswood Financial
Washington
$18.9K – – –
RFA
1325
Reyes Financial Architecture
California
$18.7K +$4.3K +23 +29%
51 52
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