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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
VRM
626
Vectors Research Management
New York
$224K -$6.51K -75 -3%
JSC
627
Jackson Square Capital
California
$224K – – –
SSWM
628
Sheets Smith Wealth Management
North Carolina
$224K +$202K +2,327 New
PS
629
Planned Solutions
California
$222K +$200K +2,307 New
TPWM
630
Twelve Points Wealth Management
Massachusetts
$221K -$47.9K -552 -19%
WFI
631
West Family Investments
California
$220K +$199K +2,287 New
SDWMA
632
Schneider Downs Wealth Management Advisors
Pennsylvania
$215K +$194K +2,235 New
VAFP
633
Vahanian & Associates Financial Planning
New York
$214K -$335K -3,854 -63%
PK
634
Pflug Koory
Nebraska
$213K – – –
SB
635
Strategic Blueprint
Georgia
$213K +$192K +2,212 New
T
636
TOBAM
France
$210K +$65.8K +758 +53%
SIAP
637
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$209K – – –
GAG
638
GM Advisory Group
New York
$209K +$189K +2,175 New
LNB
639
Ledyard National Bank
$209K +$189K +2,179 New
DTL
640
Dynamic Technology Lab
Singapore
$207K +$187K +2,151 New
ZCA
641
Zeke Capital Advisors
Pennsylvania
$207K +$187K +2,152 New
ATPW
642
Ashton Thomas Private Wealth
Arizona
$205K -$42.8K -493 -19%
BG
643
Bahl & Gaynor
Ohio
$205K +$185K +2,131 New
SFG
644
SNS Financial Group
Minnesota
$203K +$183K +2,107 New
PA
645
Parallel Advisors
California
$202K +$9.64K +111 +6%
NWM
646
Northcape Wealth Management
New York
$202K +$182K +2,098 New
EH
647
Equitable Holdings
New York
$202K +$182K +2,099 New
KP
648
Keel Point
Alabama
$201K +$181K +2,088 New
WIC
649
Woodmont Investment Counsel
Tennessee
$201K +$182K +2,094 New
FF
650
FourThought Financial
Florida
$193K -$57.1K -657 -25%