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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
1501
Strengthening Families & Communities LLC
Massachusetts
$13.2K +$12.3K +58 New
DWA
1502
Delos Wealth Advisors
Texas
$12.9K +$12.1K +57 New
PP
1503
Pacifica Partners
Canada
$12.7K – – –
AP
1504
Aspect Partners
Virginia
$12.5K -$2.11K -10 -15%
AWM
1505
Abound Wealth Management
Tennessee
$12K -$11.8K -56 -51%
IWM
1506
IMG Wealth Management
Florida
$11.8K +$5.07K +24 +86%
EWP
1507
Elevation Wealth Partners
California
$11.6K – – –
VWA
1508
VSM Wealth Advisory
Maryland
$11.3K – – –
HFS
1509
Horizon Financial Services
North Carolina
$11.1K +$1.69K +8 +20%
PP
1510
PFS Partners
New Jersey
$11.1K – – –
RG
1511
RHL Group
Michigan
$10.2K +$634 +3 +7%
LSA
1512
Leonteq Securities AG
Switzerland
$10.2K -$16.9K -80 -64%
CWP
1513
Clark Wealth Partners
Illinois
$10.2K +$423 +2 +5%
TCM
1514
Triumph Capital Management
Colorado
$10.2K +$846 +4 +10%
CA
1515
Centerpoint Advisors
Massachusetts
$10K – – –
WSFS
1516
Wilmington Savings Fund Society
Delaware
$9.76K -$9.3K -44 -51%
SA
1517
Strategic Advocates
Utah
$9.31K – – –
CWA
1518
Carolina Wealth Advisors
South Carolina
$8.85K – – –
HWM
1519
HighMark Wealth Management
Minnesota
$8.85K -$423 -2 -5%
ICCON
1520
Investment Counsel Company of Nevada
Nevada
$8.4K +$7.82K +37 New
AWM
1521
Activest Wealth Management
Florida
$8.17K -$1.06K -5 -12%
TFM
1522
TFC Financial Management
Massachusetts
$7.74K +$846 +4 +13%
PWMG
1523
Private Wealth Management Group
New Jersey
$7.72K – – –
ACA
1524
American Capital Advisory
Idaho
$7.72K +$1.69K +8 +31%
MEG
1525
Millstone Evans Group
Colorado
$7.72K +$2.33K +11 +48%
59 60
61
62 63