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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
1376
Joseph Group Capital Management
Ohio
$22.9K +$4.94K +25 +27%
SWM
1377
SHP Wealth Management
Massachusetts
$22.8K +$9.09K +46 +67%
SSG
1378
Summit Securities Group
New York
$22.7K -$178K -903 -89%
CMP
1379
Coston McIsaac & Partners
Maine
$22K – – –
FDW
1380
Fourth Dimension Wealth
Ohio
$21.9K -$328K -1,660 -94%
VFM
1381
Vision Financial Markets
Connecticut
$21.9K – – –
JSAM
1382
J. Safra Asset Management
New York
$21.7K – – –
AWM
1383
Abound Wealth Management
Tennessee
$21.6K +$1.38K +7 +7%
MSFP
1384
Mark Sheptoff Financial Planning
Connecticut
$21.4K – – –
WWM
1385
Wolff Wiese Magana
California
$20.8K – – –
RF
1386
Robinswood Financial
Washington
$20.2K +$198 +1 +1%
BC
1387
Barrett & Company
Rhode Island
$19.8K – – –
PCTC
1388
Perkins Coie Trust Company
Washington
$19.8K – – –
SFS
1389
Sunrise Financial Services
Washington
$19.8K – – –
GWSA
1390
Global Wealth Strategies & Associates
Colorado
$19.2K -$593 -3 -3%
KTC
1391
Kentucky Trust Company
Kentucky
$19.2K – – –
WAS
1392
Winch Advisory Services
Wisconsin
$18.8K – – –
BCWM
1393
Bartlett & Co Wealth Management
Ohio
$18.1K +$5.73K +29 +54%
WSFS
1394
Wilmington Savings Fund Society
Delaware
$17.2K +$10.7K +54 +164%
UOTTAIMCU
1395
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$16.8K – – –
CNBTD
1396
Citizens National Bank Trust Department
Mississippi
$16.4K – – –
RTL
1397
Red Tortoise LLC
Georgia
$16K – – –
RFA
1398
Reyes Financial Architecture
California
$15.4K -$4.54K -23 -23%
HWA
1399
Heritage Wealth Advisors
Virginia
$15.2K +$4.94K +25 +48%
EFMH
1400
E Fund Management (HK)
Hong Kong
$15.2K +$14.4K +73 +1,825%
54 55
56
57 58