Institutional Owners for WELL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NORTHWEST FINANCIAL ADVISORS | COM | 1401 | $5,139 | 55 | 0.00 | 55 | +Inf | 03-31-2024 | |
| SEMMAX FINANCIAL ADVISORS INC | COM | 1402 | $5,505 | 55 | 0.00 | 0.00 | -7 | -11.29 | 03-31-2024 |
| VENTURI WEALTH MANAGEMENT LLC | COM | 1403 | $4,860 | 52 | 0.00 | 52 | +Inf | 03-31-2024 | |
| PEOPLES BANK/KS | COMMON STOCKS | 1404 | $4,672 | 50 | 0.00 | 50 | +Inf | 03-31-2024 |
