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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
1326
Global Wealth Strategies & Associates
Colorado
$18.6K -$18.7K -100 -50%
BC
1327
Barrett & Company
Rhode Island
$18.6K – – –
MSFP
1328
Mark Sheptoff Financial Planning
Connecticut
$18.6K – – –
PCTC
1329
Perkins Coie Trust Company
Washington
$18.6K – – –
SFS
1330
Sunrise Financial Services
Washington
$18.6K +$18.7K +100 New
KTC
1331
Kentucky Trust Company
Kentucky
$18K +$18.1K +97 New
WAS
1332
Winch Advisory Services
Wisconsin
$17.5K +$187 +1 +1%
KG
1333
Kilter Group
New York
$17.1K +$6.16K +33 +56%
WAU
1334
Wellington-Altus USA
Manitoba, Canada
$17.1K +$17.2K +92 New
NMG
1335
New Millennium Group
Utah
$16.9K – – –
JGCM
1336
Joseph Group Capital Management
Ohio
$16.9K +$17K +91 New
SC
1337
SouthState Corp
Florida
$15.8K +$5.42K +29 +52%
UOTTAIMCU
1338
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$15.8K +$15.9K +85 New
CNBTD
1339
Citizens National Bank Trust Department
Mississippi
$15.4K – – –
RTL
1340
Red Tortoise LLC
Georgia
$15K – – –
WAG
1341
Wilkerson Advisory Group
Missouri
$15K +$15.1K +81 New
B
1342
Birchbrook
Maine
$14.9K +$3.92K +21 +36%
SFG
1343
Strive Financial Group
Indiana
$14.7K +$14.8K +79 New
MWPCG
1344
Measured Wealth Private Client Group
New Hampshire
$13.9K – – –
APW
1345
Aventura Private Wealth
Florida
$13.9K +$14K +75 New
JWM
1346
Jessup Wealth Management
Ohio
$13.8K +$13.8K +74 New
YDMI
1347
Y.D. More Investments
Israel
$13.6K -$40.2K -215 -75%
MSWM
1348
Mowery & Schoenfeld Wealth Management
Illinois
$13.6K – – –
SWM
1349
SHP Wealth Management
Massachusetts
$12.9K +$12.9K +69 New
BSB
1350
Bangor Savings Bank
Maine
$12.4K +$12.5K +67 New
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