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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
551
Merit Financial Group
Georgia
$288K +$63.2K +768 +28%
MFWP
552
Mosaic Family Wealth Partners
Missouri
$287K
CFGS
553
Concourse Financial Group Securities
Alabama
$285K -$5.26K -64 -2%
BWP
554
Balboa Wealth Partners
Arizona
$285K +$52.1K +633 +22%
JF
555
Jump Financial
Illinois
$283K +$284K +3,457 New
VWA
556
Visionary Wealth Advisors
Illinois
$283K -$32.9K -400 -10%
TFA
557
Trinity Financial Advisors
Ohio
$281K +$282K +3,428 New
EA
558
Eudaimonia Advisors
Tennessee
$279K
SWA
559
SFMG Wealth Advisors
Texas
$279K -$41K -498 -13%
PWPS
560
Pinnacle Wealth Planning Services
Ohio
$279K
SC
561
Syon Capital
California
$279K +$280K +3,400 New
BWL
562
Bogart Wealth LLC
Virginia
$277K -$576 -7 -0.2%
EH
563
Equitable Holdings
New York
$275K +$7.4K +90 +3%
BWFA
564
Baltimore-Washington Financial Advisors
Maryland
$275K
CCP
565
Carmel Capital Partners
California
$274K +$120K +1,465 +78%
PSFG
566
Prairie Sky Financial Group
Illinois
$273K
Parallax Volatility Advisers
567
Parallax Volatility Advisers
California
$272K +$273K +3,320 New
AA
568
AlphaMark Advisors
Kentucky
$269K -$49K -596 -15%
TA
569
Tectonic Advisors
Texas
$268K +$269K +3,270 New
PCS
570
Personal CFO Solutions
New Jersey
$268K +$9.29K +113 +4%
VFA
571
Valeo Financial Advisors
Indiana
$267K +$36.6K +445 +16%
BHA
572
Beech Hill Advisors
New York
$266K
DAS
573
Dynamic Advisor Solutions
Arizona
$266K +$267K +3,249 New
PP
574
PDS Planning
Ohio
$265K +$7.81K +95 +3%
Bessemer Group
575
Bessemer Group
New Jersey
$264K -$23.7K -288 -8%