Institutional Owners for WELL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MANCHESTER CAPITAL MANAGEMENT LLC | COM | 1251 | $30,742 | 329 | 0.00 | 0.00 | 254 | 338.67 | 03-31-2024 |
| HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 195 | 148.85 | 12-31-2023 |
| WEST FINANCIAL ADVISORS LLC | COM | 1253 | $29,901 | 320 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST CAPITAL ADVISORS GROUP LLC | COM | 1254 | $25,642 | 317 | 0.00 | 317 | +Inf | 06-30-2023 |
