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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
626
Sheets Smith Wealth Management
North Carolina
$224K +$202K +2,327 New
PS
627
Planned Solutions
California
$222K +$200K +2,307 New
TPWM
628
Twelve Points Wealth Management
Massachusetts
$221K -$47.9K -552 -19%
WFI
629
West Family Investments
California
$220K +$199K +2,287 New
SDWMA
630
Schneider Downs Wealth Management Advisors
Pennsylvania
$215K +$194K +2,235 New
VAFP
631
Vahanian & Associates Financial Planning
New York
$214K -$335K -3,854 -63%
PK
632
Pflug Koory
Nebraska
$213K
SB
633
Strategic Blueprint
Georgia
$213K +$192K +2,212 New
T
634
TOBAM
France
$210K +$65.8K +758 +53%
SIAP
635
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$209K
GAG
636
GM Advisory Group
New York
$209K +$189K +2,175 New
LNB
637
Ledyard National Bank
$209K +$189K +2,179 New
DTL
638
Dynamic Technology Lab
Singapore
$207K +$187K +2,151 New
ZCA
639
Zeke Capital Advisors
Pennsylvania
$207K +$187K +2,152 New
ATPW
640
Ashton Thomas Private Wealth
Arizona
$205K -$42.8K -493 -19%
BG
641
Bahl & Gaynor
Ohio
$205K +$185K +2,131 New
SFG
642
SNS Financial Group
Minnesota
$203K +$183K +2,107 New
PA
643
Parallel Advisors
California
$202K +$9.64K +111 +6%
NWM
644
Northcape Wealth Management
New York
$202K +$182K +2,098 New
EH
645
Equitable Holdings
New York
$202K +$182K +2,099 New
KP
646
Keel Point
Alabama
$201K +$181K +2,088 New
WIC
647
Woodmont Investment Counsel
Tennessee
$201K +$182K +2,094 New
FF
648
FourThought Financial
Florida
$193K -$57.1K -657 -25%
DMBA
649
Deseret Mutual Benefit Administrators
Utah
$192K -$28.8K -332 -14%
Lazard Asset Management
650
Lazard Asset Management
New York
$187K -$195K -2,243 -54%