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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1426
Activest Wealth Management
Florida
$8.11K +$8.1K +41 New
CA
1427
Centerpoint Advisors
Massachusetts
$8K – – –
CWA
1428
Carolina Wealth Advisors
South Carolina
$7.71K +$7.71K +39 New
CFG
1429
Clayton Financial Group
Missouri
$6.92K – – –
PWMG
1430
Private Wealth Management Group
New Jersey
$6.72K +$2.37K +12 +55%
SC
1431
Stance Capital
Massachusetts
$6.52K +$6.52K +33 New
DIP
1432
DT Investment Partners
Pennsylvania
$6.33K – – –
LWM
1433
Lodestone Wealth Management
Washington
$6.33K – – –
TCM
1434
TD Capital Management
Tennessee
$6.17K – – –
TFM
1435
TFC Financial Management
Massachusetts
$5.95K – – –
W
1436
WealthCollab
Washington
$5.73K – – –
IWM
1437
IMG Wealth Management
Florida
$5.54K -$790 -4 -13%
LWMI
1438
Legacy Wealth Management (Idaho)
Idaho
$5.54K +$2.17K +11 +65%
ACA
1439
American Capital Advisory
Idaho
$5.14K +$1.58K +8 +44%
CBT
1440
Crews Bank & Trust
Florida
$5.14K – – –
CCMI
1441
Creative Capital Management Investments
California
$4.94K – – –
PWA
1442
Portus Wealth Advisors
North Carolina
$4.94K +$4.94K +25 New
NWM
1443
Nova Wealth Management
Florida
$4.91K – – –
MEG
1444
Millstone Evans Group
Colorado
$4.55K – – –
NL
1445
NVWM LLC
Pennsylvania
$4.55K +$1.38K +7 +44%
YDMI
1446
Y.D. More Investments
Israel
$4.35K -$10.1K -51 -70%
RCM
1447
Richardson Capital Management
Wisconsin
$4.15K +$4.15K +21 New
CIAS
1448
CBIZ Investment Advisory Services
Ohio
$3.76K -$38.9K -197 -91%
BHWM
1449
Beaird Harris Wealth Management
Texas
$3.56K – – –
QWM
1450
Quaker Wealth Management
New Jersey
$3.56K +$593 +3 +20%
56 57
58
59 60