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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
626
Asset Dedication LLC
California
$46K +$18.2K +326 +86%
AWA
627
Acorn Wealth Advisors
Michigan
$45K
AssetMark Inc
628
AssetMark Inc
California
$44K -$112K -2,011 -74%
GFP
629
Gryphon Financial Partners
Ohio
$44K
GTAM
630
Global Trust Asset Management
Florida
$44K +$25.6K +459 +184%
DSC
631
Duncker Streett & Co
Missouri
$43K +$390 +7 +1%
BCI
632
Brinker Capital Investments
Pennsylvania
$41K +$8.92K +160 +32%
DBT
633
Dubuque Bank & Trust
Iowa
$40K
SFSIG
634
San Francisco Sentry Investment Group
California
$38K -$17.7K -317 -34%
EA
635
Edge Advisors
Georgia
$38K +$279 +5 +0.8%
LWS
636
Lucia Wealth Services
California
$37K +$15.3K +274 +85%
OIA
637
OneDigital Investment Advisors
Kansas
$34K
TFS
638
TrustCore Financial Services
Tennessee
$34K
GI
639
Gradient Investments
Minnesota
$32K -$11.1K -200 -28%
SIS
640
Sound Income Strategies
Florida
$32K -$1.34K -24 -5%
CPIG
641
Chicago Partners Investment Group
Illinois
$31K
HCM
642
Highlander Capital Management
New Jersey
$31K
NSIM
643
North Star Investment Management
Illinois
$31K
RWA
644
Ropes Wealth Advisors
Massachusetts
$31K
BCWM
645
Bartlett & Co Wealth Management
Ohio
$30K +$223 +4 +0.8%
JFA
646
JNBA Financial Advisors
Minnesota
$30K -$7.24K -130 -21%
AF
647
Advisornet Financial
Minnesota
$30K -$724 -13 -3%
BC
648
Bartlett & Co
Ohio
$30K +$223 +4 +0.8%
GBBWRPM
649
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$27K
SCM
650
Silvant Capital Management
Georgia
$27K