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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
1401
Measured Wealth Private Client Group
New Hampshire
$14.8K – – –
AT
1402
Arlington Trust
Alabama
$14.8K +$5.14K +26 +53%
RFG
1403
REAP Financial Group
Texas
$14.8K +$14.8K +75 New
BFS
1404
Bare Financial Services
Pennsylvania
$14.6K +$3.36K +17 +30%
MSWM
1405
Mowery & Schoenfeld Wealth Management
Illinois
$14.4K – – –
EI
1406
EFG International
$13K +$13K +66 New
AP
1407
Aspect Partners
Virginia
$12.9K +$198 +1 +2%
GAAM
1408
Guinness Atkinson Asset Management
California
$11.9K +$11.9K +60 New
B
1409
Birchbrook
Maine
$11.7K -$4.15K -21 -26%
CA
1410
Crewe Advisors
Utah
$10.9K +$8.1K +41 +293%
AA
1411
Addison Advisors
Vermont
$10.7K +$4.35K +22 +69%
SC
1412
SouthState Corp
Florida
$10.7K -$6.13K -31 -36%
PP
1413
Pacifica Partners
Canada
$10.7K – – –
SWA
1414
SOA Wealth Advisors
New York
$10.4K – – –
EWP
1415
Elevation Wealth Partners
California
$10.1K – – –
VWA
1416
VSM Wealth Advisory
Maryland
$9.89K – – –
PP
1417
PFS Partners
New Jersey
$9.6K +$198 +1 +2%
JFGIW
1418
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.29K – – –
OA
1419
Operose Advisors
Wisconsin
$8.7K +$8.7K +44 New
CWP
1420
Clark Wealth Partners
Illinois
$8.5K +$1.78K +9 +26%
RG
1421
RHL Group
Michigan
$8.33K – – –
HWM
1422
HighMark Wealth Management
Minnesota
$8.11K -$2.37K -12 -23%
SA
1423
Strategic Advocates
Utah
$8.11K – – –
TCM
1424
Triumph Capital Management
Colorado
$8.11K +$4.15K +21 +105%
HFS
1425
Horizon Financial Services
North Carolina
$8.11K +$4.74K +24 +141%
55 56
57
58 59