Institutional Owners for WELL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| HUDOCK INC | COM | 1001 | $234,837 | 2,513 | 0.00 | 0.00 | 7 | 0.28 | 03-31-2024 |
| CARROLL FINANCIAL ASSOCIATES INC | REIT | 1002 | $210,000 | 2,499 | 0.01 | 0.01 | -6 | -0.24 | 12-31-2021 |
| IFG ADVISORY LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 17 | 0.69 | 03-31-2024 |
| PITCAIRN CO | COM | 1004 | $230,049 | 2,462 | 0.00 | 2,462 | +Inf | 03-31-2024 |
