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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
1426
RHL Group
Michigan
$8.33K – – –
HWM
1427
HighMark Wealth Management
Minnesota
$8.11K -$2.37K -12 -23%
SA
1428
Strategic Advocates
Utah
$8.11K – – –
TCM
1429
Triumph Capital Management
Colorado
$8.11K +$4.15K +21 +105%
HFS
1430
Horizon Financial Services
North Carolina
$8.11K +$4.74K +24 +141%
AWM
1431
Activest Wealth Management
Florida
$8.11K +$8.1K +41 New
CA
1432
Centerpoint Advisors
Massachusetts
$8K – – –
CWA
1433
Carolina Wealth Advisors
South Carolina
$7.71K +$7.71K +39 New
CFG
1434
Clayton Financial Group
Missouri
$6.92K – – –
PWMG
1435
Private Wealth Management Group
New Jersey
$6.72K +$2.37K +12 +55%
SC
1436
Stance Capital
Massachusetts
$6.52K +$6.52K +33 New
DIP
1437
DT Investment Partners
Pennsylvania
$6.33K – – –
LWM
1438
Lodestone Wealth Management
Washington
$6.33K – – –
TCM
1439
TD Capital Management
Tennessee
$6.17K – – –
TFM
1440
TFC Financial Management
Massachusetts
$5.95K – – –
W
1441
WealthCollab
Washington
$5.73K – – –
IWM
1442
IMG Wealth Management
Florida
$5.54K -$790 -4 -13%
LWMI
1443
Legacy Wealth Management (Idaho)
Idaho
$5.54K +$2.17K +11 +65%
ACA
1444
American Capital Advisory
Idaho
$5.14K +$1.58K +8 +44%
CBT
1445
Crews Bank & Trust
Florida
$5.14K – – –
CCMI
1446
Creative Capital Management Investments
California
$4.94K – – –
PWA
1447
Portus Wealth Advisors
North Carolina
$4.94K +$4.94K +25 New
NWM
1448
Nova Wealth Management
Florida
$4.91K – – –
MEG
1449
Millstone Evans Group
Colorado
$4.55K – – –
NL
1450
NVWM LLC
Pennsylvania
$4.55K +$1.38K +7 +44%
56 57
58
59 60