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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
1401
Red Tortoise LLC
Georgia
$16K – – –
RFA
1402
Reyes Financial Architecture
California
$15.4K -$4.54K -23 -23%
HWA
1403
Heritage Wealth Advisors
Virginia
$15.2K +$4.94K +25 +48%
EFMH
1404
E Fund Management (HK)
Hong Kong
$15.2K +$14.4K +73 +1,825%
MWPCG
1405
Measured Wealth Private Client Group
New Hampshire
$14.8K – – –
AT
1406
Arlington Trust
Alabama
$14.8K +$5.14K +26 +53%
RFG
1407
REAP Financial Group
Texas
$14.8K +$14.8K +75 New
BFS
1408
Bare Financial Services
Pennsylvania
$14.6K +$3.36K +17 +30%
MSWM
1409
Mowery & Schoenfeld Wealth Management
Illinois
$14.4K – – –
EI
1410
EFG International
$13K +$13K +66 New
AP
1411
Aspect Partners
Virginia
$12.9K +$198 +1 +2%
GAAM
1412
Guinness Atkinson Asset Management
California
$11.9K +$11.9K +60 New
B
1413
Birchbrook
Maine
$11.7K -$4.15K -21 -26%
CA
1414
Crewe Advisors
Utah
$10.9K +$8.1K +41 +293%
AA
1415
Addison Advisors
Vermont
$10.7K +$4.35K +22 +69%
SC
1416
SouthState Corp
Florida
$10.7K -$6.13K -31 -36%
PP
1417
Pacifica Partners
Canada
$10.7K – – –
SWA
1418
SOA Wealth Advisors
New York
$10.4K – – –
EWP
1419
Elevation Wealth Partners
California
$10.1K – – –
VWA
1420
VSM Wealth Advisory
Maryland
$9.89K – – –
PP
1421
PFS Partners
New Jersey
$9.6K +$198 +1 +2%
JFGIW
1422
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.29K – – –
PWA
1423
Principia Wealth Advisory
Texas
$8.9K +$1.78K +9 +25%
OA
1424
Operose Advisors
Wisconsin
$8.7K +$8.7K +44 New
CWP
1425
Clark Wealth Partners
Illinois
$8.5K +$1.78K +9 +26%
55 56
57
58 59