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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HIMS
1301
Hager Investment Management Services
New Hampshire
$26.4K – – –
HBW
1302
Hazlett, Burt & Watson
West Virginia
$26K – – –
PWA
1303
Provenance Wealth Advisors
Florida
$25.8K – – –
EWM
1304
Evermay Wealth Management
Virginia
$25.4K +$5.98K +32 +30%
NECFA
1305
New England Capital Financial Advisors
Connecticut
$25.3K – – –
IAS
1306
IMA Advisory Services
Colorado
$25.1K +$5.23K +28 +26%
HNW
1307
High Note Wealth
Minnesota
$24.9K +$8.03K +43 +47%
AW
1308
Avion Wealth
Texas
$24K -$187 -1 -0.7%
SFAM
1309
Sawyer Falduto Asset Management
Illinois
$23.2K +$23.3K +125 New
AFC
1310
Ares Financial Consulting
California
$23K +$23.2K +124 New
OAJ
1311
Ogorek Anthony Joseph
New York
$22K -$2.24K -12 -9%
ST
1312
Smithfield Trust
Pennsylvania
$22K +$10.3K +55 +83%
PWMG
1313
Prestige Wealth Management Group
New Jersey
$21.2K -$1.61M -8,612 -99%
MAFA
1314
MJT & Associates Financial Advisory
Minnesota
$21.2K – – –
CMP
1315
Coston McIsaac & Partners
Maine
$21K – – –
RF
1316
Rossby Financial
Florida
$20.8K +$15.3K +82 +273%
VFM
1317
Vision Financial Markets
Connecticut
$20.5K +$187 +1 +0.9%
JSAM
1318
J. Safra Asset Management
New York
$20.4K – – –
RWM
1319
Raffa Wealth Management
District of Columbia
$19.7K +$2.8K +15 +16%
WWM
1320
Wolff Wiese Magana
California
$19.5K – – –
S
1321
Sachetta
Massachusetts
$19.1K -$64.4K -345 -77%
AWM
1322
Abound Wealth Management
Tennessee
$19K – – –
RF
1323
Robinswood Financial
Washington
$18.9K – – –
RFA
1324
Reyes Financial Architecture
California
$18.7K +$4.3K +23 +29%
GWSA
1325
Global Wealth Strategies & Associates
Colorado
$18.6K -$18.7K -100 -50%
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