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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CSC
601
Caldwell Sutter Capital
California
$105K +$103K +1,600 New
SCA
602
Stonebridge Capital Advisors
Minnesota
$103K – – –
PA
603
Parallel Advisors
California
$103K -$23.1K -360 -19%
PFBT
604
Parkside Financial Bank & Trust
Missouri
$103K +$49.4K +769 +96%
HIA
605
Harbor Investment Advisory
Maryland
$103K +$36.5K +567 +57%
HDIM
606
Hanson & Doremus Investment Management
Vermont
$98K – – –
AF
607
Allworth Financial
California
$96.4K -$1.22K -19 -1%
CSPIA
608
Cary Street Partners Investment Advisory
Virginia
$96.3K +$94.4K +1,469 New
GMA
609
Glassy Mountain Advisors
Maryland
$92.8K +$91K +1,416 New
OIA
610
Optimum Investment Advisors
Illinois
$92K +$64 +1 +0.1%
HI
611
Harbour Investments
Wisconsin
$89.9K +$321 +5 +0.4%
EWA
612
EverSource Wealth Advisors
Alabama
$86.5K +$64.5K +1,004 +318%
CAL
613
Capital Analysts LLC
Pennsylvania
$86K -$7.33K -114 -8%
AA
614
Alta Advisers
United Kingdom
$85K – – –
CI Investments Inc
615
CI Investments Inc
Ontario, Canada
$85K +$44.6K +693 +114%
RTC
616
Riverview Trust Company
Washington
$81K +$79.8K +1,242 New
CFD
617
Creative Financial Designs
Indiana
$81K – – –
MCM
618
MV Capital Management
Maryland
$80.2K -$11.8K -183 -13%
APC
619
Aspire Private Capital
North Carolina
$79.9K +$59.7K +928 +319%
ZB
620
Zions Bancorporation
Utah
$79.4K -$8.16K -127 -9%
AWM
621
Accel Wealth Management
Iowa
$79K – – –
CA
622
Clearstead Advisors
Ohio
$77.2K -$22.3K -347 -23%
SIC
623
SJS Investment Consulting
Ohio
$76.9K – – –
EL
624
EMFO LLC
Florida
$75.4K – – –
KFI
625
Key Financial Inc
Pennsylvania
$75.1K – – –