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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
626
Great Valley Advisor Group
Delaware
$333K -$1.36K -15 -0.4%
TA
627
Tectonic Advisors
Texas
$332K +$29.8K +329 +10%
HKIMG
628
Hutchens & Kramer Investment Management Group
Indiana
$331K +$45.9K +507 +16%
CA
629
Clearstead Advisors
Ohio
$328K -$3.17K -35 -1%
JWCA
630
J.W. Cole Advisors
Florida
$324K +$8.06K +89 +3%
KI
631
Kapitalo Investimentos
Brazil
$321K -$51.2K -566 -14%
IAS
632
Insigneo Advisory Services
Florida
$320K +$1.27K +14 +0.4%
SWA
633
SFMG Wealth Advisors
Texas
$319K -$7.97K -88 -3%
EA
634
Eudaimonia Advisors
Tennessee
$318K – – –
PWPS
635
Pinnacle Wealth Planning Services
Ohio
$317K -$272 -3 -0.1%
SYBT
636
Stock Yards Bank & Trust
Kentucky
$317K – – –
EWA
637
EP Wealth Advisors
California
$316K +$25.6K +283 +9%
BWL
638
Bogart Wealth LLC
Virginia
$316K – – –
PP
639
PDS Planning
Ohio
$315K +$9.14K +101 +3%
CA
640
CoreCap Advisors
Michigan
$315K +$43.4K +479 +17%
Koshinski Asset Management
641
Koshinski Asset Management
Illinois
$313K -$69.1K -763 -19%
VWA
642
Visionary Wealth Advisors
Illinois
$312K +$36.7K +405 +14%
PSFG
643
Prairie Sky Financial Group
Illinois
$311K – – –
PWMG
644
Pinnacle Wealth Management Group
Michigan
$310K +$13.7K +151 +5%
AC
645
Abbrea Capital
California
$310K -$87.5K -966 -23%
BIM
646
Baldwin Investment Management
Pennsylvania
$309K +$300K +3,310 New
LC
647
Lindbrook Capital
California
$306K +$3.26K +36 +1%
GWMR
648
GC Wealth Management RIA
Massachusetts
$304K +$4.62K +51 +2%
EWA
649
Emergent Wealth Advisors
New York
$304K -$173K -1,911 -37%
CIM
650
Cambria Investment Management
California
$304K +$36.1K +399 +14%