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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1326
Barrett & Company
Rhode Island
$18.6K – – –
MSFP
1327
Mark Sheptoff Financial Planning
Connecticut
$18.6K – – –
PCTC
1328
Perkins Coie Trust Company
Washington
$18.6K – – –
SFS
1329
Sunrise Financial Services
Washington
$18.6K +$18.7K +100 New
KTC
1330
Kentucky Trust Company
Kentucky
$18K +$18.1K +97 New
WAS
1331
Winch Advisory Services
Wisconsin
$17.5K +$187 +1 +1%
KG
1332
Kilter Group
New York
$17.1K +$6.16K +33 +56%
NMG
1333
New Millennium Group
Utah
$16.9K – – –
JGCM
1334
Joseph Group Capital Management
Ohio
$16.9K +$17K +91 New
SC
1335
SouthState Corp
Florida
$15.8K +$5.42K +29 +52%
UOTTAIMCU
1336
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$15.8K +$15.9K +85 New
CNBTD
1337
Citizens National Bank Trust Department
Mississippi
$15.4K – – –
RTL
1338
Red Tortoise LLC
Georgia
$15K – – –
WAG
1339
Wilkerson Advisory Group
Missouri
$15K +$15.1K +81 New
B
1340
Birchbrook
Maine
$14.9K +$3.92K +21 +36%
SFG
1341
Strive Financial Group
Indiana
$14.7K +$14.8K +79 New
MWPCG
1342
Measured Wealth Private Client Group
New Hampshire
$13.9K – – –
APW
1343
Aventura Private Wealth
Florida
$13.9K +$14K +75 New
JWM
1344
Jessup Wealth Management
Ohio
$13.8K +$13.8K +74 New
YDMI
1345
Y.D. More Investments
Israel
$13.6K -$40.2K -215 -75%
MSWM
1346
Mowery & Schoenfeld Wealth Management
Illinois
$13.6K – – –
SWM
1347
SHP Wealth Management
Massachusetts
$12.9K +$12.9K +69 New
BSB
1348
Bangor Savings Bank
Maine
$12.4K +$12.5K +67 New
LSA
1349
Leonteq Securities AG
Switzerland
$12.1K +$3.92K +21 +48%
AP
1350
Aspect Partners
Virginia
$11.9K +$1.49K +8 +14%
52 53
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55 56