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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1401
Twin Peaks Wealth Advisors
California
– -$84K -510 Closed
WTFG
1402
Wood Tarver Financial Group
Idaho
– -$66K -435 Closed
OWA
1403
Opal Wealth Advisors
New York
– -$59.5K -387 Closed
NC
1404
NewSquare Capital
Pennsylvania
– -$55.6K -362 Closed
SO
1405
Sierra Ocean
California
– -$39.8K -258 Closed
PMFA
1406
Plante Moran Financial Advisors
Michigan
– -$27.8K -181 Closed
MWM
1407
MorganRosel Wealth Management
Colorado
– -$20K -130 Closed
GPFA
1408
Game Plan Financial Advisors
Ohio
– -$15.4K -100 Closed
RAM
1409
Riggs Asset Management
Pennsylvania
– -$7.07K -46 Closed
WCM
1410
WealthTrak Capital Management
Virginia
– -$6.3K -41 Closed
TIM
1411
Total Investment Management
Arizona
– -$4.01K -26 Closed
TCM
1412
Traub Capital Management
Massachusetts
– -$3.84K -25 Closed
GC
1413
GFG Capital
Florida
– -$2.92K -19 Closed
SC
1414
Stephens Consulting
Michigan
– -$2.46K -16 Closed
AWM
1415
Atticus Wealth Management
Florida
– -$1.08K -7 Closed
BCM
1416
Blume Capital Management
California
– -$1.08K -7 Closed
T
1417
Transce3nd
Texas
– -$615 -4 Closed
CA
1418
Crewe Advisors
Utah
– -$462 -3 Closed
LFA
1419
LGT Financial Advisors
Texas
– -$307 -2 Closed
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