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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1376
Principia Wealth Advisory
Texas
$6.68K +$747 +4 +13%
CFG
1377
Clayton Financial Group
Missouri
$6.5K +$6.54K +35 New
CWP
1378
Clark Wealth Partners
Illinois
$6.31K – – –
FFA
1379
Frazier Financial Advisors
Ohio
$6.19K +$6.16K +33 New
WSFS
1380
Wilmington Savings Fund Society
Delaware
$6.13K – – –
AA
1381
Addison Advisors
Vermont
$5.94K – – –
DIP
1382
DT Investment Partners
Pennsylvania
$5.94K – – –
IWM
1383
IMG Wealth Management
Florida
$5.94K +$1.31K +7 +28%
LWM
1384
Lodestone Wealth Management
Washington
$5.94K +$5.98K +32 New
TCM
1385
TD Capital Management
Tennessee
$5.79K – – –
TFM
1386
TFC Financial Management
Massachusetts
$5.58K – – –
APW
1387
Atlantic Private Wealth
North Carolina
$5.4K +$747 +4 +16%
W
1388
WealthCollab
Washington
$5.38K – – –
WW
1389
Winnow Wealth
Texas
$4.84K – – –
CBT
1390
Crews Bank & Trust
Florida
$4.83K – – –
CCMI
1391
Creative Capital Management Investments
California
$4.64K – – –
NWM
1392
Nova Wealth Management
Florida
$4.61K – – –
MEG
1393
Millstone Evans Group
Colorado
$4.27K – – –
PWMG
1394
Private Wealth Management Group
New Jersey
$4.08K – – –
WWA
1395
Wealth Watch Advisors
Colorado
$4.08K +$1.31K +7 +47%
TCM
1396
Triumph Capital Management
Colorado
$3.71K +$3.74K +20 New
STB
1397
S&T Bank
Pennsylvania
$3.34K -$2.06K -11 -38%
BHWM
1398
Beaird Harris Wealth Management
Texas
$3.34K – – –
ACA
1399
American Capital Advisory
Idaho
$3.34K +$1.31K +7 +64%
LWMI
1400
Legacy Wealth Management (Idaho)
Idaho
$3.16K +$3.17K +17 New
54 55
56
57 58