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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1326
Hollencrest Capital Management
California
$42.5K – – –
NEWAS
1327
N.E.W. Advisory Services
Wisconsin
$42K – – –
MAM
1328
Morse Asset Management
Connecticut
$41.7K – – –
NFSG
1329
Newbridge Financial Services Group
Florida
$41.6K – – –
HFS
1330
Hughes Financial Services
Virginia
$40.9K +$790 +4 +2%
SWIM
1331
Smallwood Wealth Investment Management
New Jersey
$40.9K – – –
JFA
1332
JNBA Financial Advisors
Minnesota
$39.6K -$988 -5 -2%
GTAM
1333
Global Trust Asset Management
Florida
$39.5K – – –
GCM
1334
Gunpowder Capital Management
Maryland
$39.5K – – –
NRG
1335
Nemes Rush Group
Michigan
$39.5K +$6.32K +32 +19%
RF
1336
Roxbury Financial
New Jersey
$38.7K – – –
LWCFA
1337
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37.8K +$36K +182 New
FFA
1338
Frazier Financial Advisors
Ohio
$37.4K +$30.8K +156 +473%
BC
1339
Broadwater Capital
Massachusetts
$37.1K – – –
AFG
1340
Albion Financial Group
Utah
$36.8K +$7.51K +38 +26%
FC
1341
Financial Consulate
Maryland
$36.7K +$988 +5 +3%
Q1WB
1342
Quest 10 Wealth Builders
Virginia
$36.5K – – –
ME
1343
McIlrath & Eck
Washington
$36.4K – – –
HBW
1344
Hazlett, Burt & Watson
West Virginia
$36K +$7.91K +40 +28%
BONH
1345
Bank of New Hampshire
New Hampshire
$36K – – –
AEPWM
1346
Atlantic Edge Private Wealth Management
Florida
$34.8K -$1.98K -10 -5%
MAM
1347
Marquette Asset Management
Minnesota
$34.8K +$4.54K +23 +15%
BAM
1348
Bellevue Asset Management
Washington
$34.3K +$198 +1 +0.6%
SN
1349
Sittner & Nelson
Oregon
$33.8K – – –
NB
1350
NBT Bank
New York
$32.1K -$15K -76 -32%
52 53
54
55 56