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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
1501
GPS Wealth Strategies Group
Colorado
– -$29.4K -165 Closed
AWM
1502
Activest Wealth Management
Florida
– -$26.2K -147 Closed
CFFP
1503
Center for Financial Planning
Michigan
– -$23.7K -133 Closed
PAM
1504
Palisade Asset Management
Minnesota
– -$23.3K -131 Closed
WTA
1505
Washington Trust Advisors
Massachusetts
– -$17.8K -100 Closed
MSWA
1506
Marshall & Sterling Wealth Advisors
New York
– -$11.6K -65 Closed
NWM
1507
Navigoe Wealth Management
California
– -$10K -60 Closed
CWM
1508
Crowley Wealth Management
Delaware
– -$9.8K -55 Closed
TIM
1509
Tortoise Investment Management
New York
– -$6.59K -37 Closed
MNA
1510
Manning & Napier Advisors
New York
– -$5.17K -29 Closed
CCM
1511
Cloud Capital Management
Washington
– -$4K -27 Closed
EPW
1512
Evergreen Private Wealth
Colorado
– -$4.1K -23 Closed
MFT
1513
Moisand Fitzgerald Tamayo
Florida
– -$3.92K -22 Closed
MA
1514
Montag & Associates
Georgia
– -$3.03K -17 Closed
HHGA
1515
Halbert Hargrove Global Advisors
California
– -$2.85K -16 Closed
TCA
1516
Trifecta Capital Advisors
Illinois
– -$2.67K -15 Closed
CAC
1517
Core Alternative Capital
Georgia
– -$2.49K -14 Closed
HI
1518
Hoey Investments
Pennsylvania
– -$1.78K -10 Closed
T
1519
Tidemark
California
– -$1.07K -6 Closed
HWA
1520
Heartwood Wealth Advisors
Virginia
– -$891 -5 Closed
HC
1521
Hurley Capital
New York
– -$891 -5 Closed
RWS
1522
Retirement Wealth Solutions
Wisconsin
– -$100 -1 Closed
57 58 59 60
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