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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
TI
626
tru Independence
Oregon
$29K +$13K +264 +89%
BCA
627
Berman Capital Advisors
Georgia
$28K -$17.9K -364 -39%
PB
628
Pinnacle Bancorp
Nebraska
$28K – – –
GI
629
Gradient Investments
Minnesota
$27K +$2.02K +41 +9%
EFSCE
630
Enterprise Financial Services Corp (EFSC)
Missouri
$27K +$3.98K +81 +19%
HCM
631
Highlander Capital Management
New Jersey
$26K – – –
HPC
632
HM Payson & Co
Maine
$26K – – –
MWA
633
Moser Wealth Advisors
Washington
$26K – – –
NSIM
634
North Star Investment Management
Illinois
$26K – – –
MPWT
635
MassMutual Private Wealth & Trust
Connecticut
$25K – – –
FCA
636
FinTrust Capital Advisors
South Carolina
$24K – – –
OSAM
637
O'Shaughnessy Asset Management
Connecticut
$24K +$20.2K +411 +663%
FANJ
638
Financial Architects (New Jersey)
New Jersey
$23K -$24.6K -500 -53%
GTAM
639
Global Trust Asset Management
Florida
$23K – – –
TFS
640
TrustCore Financial Services
Tennessee
$23K – – –
CFFP
641
Center for Financial Planning
Michigan
$22K – – –
FWM
642
FSA Wealth Management
Massachusetts
$22K – – –
ACA
643
Atlas Capital Advisors
Wyoming
$21.6K -$30.7K -624 -60%
CFD
644
Creative Financial Designs
Indiana
$21K -$188K -3,828 -91%
ClearBridge Investments
645
ClearBridge Investments
New York
$21K – – –
MCM
646
MV Capital Management
Maryland
$21K – – –
PFGIA
647
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$5.46K +111 +39%
EIP
648
Ellis Investment Partners
Pennsylvania
$20K +$197 +4 +1%
WAS
649
Winch Advisory Services
Wisconsin
$20K +$246 +5 +1%
RCA
650
Ranch Capital Advisors
Florida
$19K – – –