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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CA
626
Clearstead Advisors
Ohio
$129K +$3.65K +41 +3%
HDIM
627
Hanson & Doremus Investment Management
Vermont
$124K
FA
628
Financial Advantage
Maryland
$123K
HWA
629
HHM Wealth Advisors
Tennessee
$120K
OIA
630
Optimum Investment Advisors
Illinois
$120K +$5.34K +60 +4%
CCM
631
Covington Capital Management
California
$117K +$40K +450 +46%
MCM
632
MV Capital Management
Maryland
$116K -$2.49K -28 -2%
HI
633
Harbour Investments
Wisconsin
$113K +$122K +1,367 New
FF
634
FourThought Financial
Florida
$109K -$60.6K -681 -34%
PA
635
PSI Advisors
Florida
$107K -$6.23K -70 -5%
EI
636
Ellevest Inc
New York
$107K -$2.58K -29 -2%
C
637
Covestor
United Kingdom
$103K +$84.4K +948 +318%
CFD
638
Creative Financial Designs
Indiana
$102K -$3.29K -37 -3%
PTC
639
Private Trust Company
Ohio
$102K +$110K +1,235 New
COCM
640
Charter Oak Capital Management
New Hampshire
$101K
WIM
641
Westside Investment Management
California
$97.8K
KFI
642
Key Financial Inc
Pennsylvania
$97K -$5.7K -64 -5%
MCC
643
Money Concepts Capital
Florida
$95K -$537K -6,039 -84%
EL
644
EMFO LLC
Florida
$95K
SSG
645
Summit Securities Group
New York
$95K +$68.5K +770 +203%
GWM
646
Geneos Wealth Management
Colorado
$94K -$15.2K -171 -13%
MIFH
647
Migdal Insurance & Financial Holdings
Israel
$94K +$14.3K +161 +16%
AWM
648
Accel Wealth Management
Iowa
$91K -$8.63K -97 -8%
AIM
649
Arcadia Investment Management
Michigan
$91K
WT
650
Washington Trust
Rhode Island
$90K