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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1451
NBT Bank
New York
$36.9K +$211 +1 +0.6%
HNW
1452
High Note Wealth
Minnesota
$36.8K +$4.44K +21 +15%
IAS
1453
IMA Advisory Services
Colorado
$34.7K +$3.17K +15 +11%
PPC
1454
Park Place Capital
Alabama
$34.5K – – –
AW
1455
Avion Wealth
Texas
$34K +$423 +2 +1%
AFG
1456
Albion Financial Group
Utah
$33.6K -$8.03K -38 -20%
SC
1457
Solstein Capital
California
$33.6K – – –
EWM
1458
Evermay Wealth Management
Virginia
$32.7K +$1.48K +7 +5%
AAG
1459
Armstrong Advisory Group
Massachusetts
$32.5K – – –
HIMS
1460
Hager Investment Management Services
New Hampshire
$32K -$211 -1 -0.7%
C
1461
Covestor
United Kingdom
$32K -$48.6K -230 -62%
MAFA
1462
MJT & Associates Financial Advisory
Minnesota
$31.5K – – –
NECFA
1463
New England Capital Financial Advisors
Connecticut
$30.9K – – –
FNWA
1464
Financial Network Wealth Advisors
Utah
$30.2K +$1.27K +6 +5%
OAJ
1465
Ogorek Anthony Joseph
New York
$30K – – –
KG
1466
Kilter Group
New York
$28.8K +$1.69K +8 +7%
OWP
1467
ORG Wealth Partners
Texas
$28.6K -$225K -1,064 -89%
SFAM
1468
Sawyer Falduto Asset Management
Illinois
$28.4K – – –
ST
1469
Smithfield Trust
Pennsylvania
$28K – – –
BWS
1470
Buck Wealth Strategies
Colorado
$27.3K +$25.4K +120 New
BFS
1471
Bare Financial Services
Pennsylvania
$26.6K +$9.09K +43 +58%
IBOK
1472
Independence Bank of Kentucky
Kentucky
$26.3K -$75.1K -355 -75%
BCWM
1473
Bartlett & Co Wealth Management
Ohio
$26.2K +$6.98K +33 +40%
CMP
1474
Coston McIsaac & Partners
Maine
$26K – – –
MFT
1475
Moisand Fitzgerald Tamayo
Florida
$25.6K +$23.9K +113 New
57 58
59
60 61