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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AIL
651
AGF Investments LLC
Ontario, Canada
$31K -$2.03K -36 -6%
SWA
652
Sutton Wealth Advisors
Florida
$30.2K +$10.2K +181 +48%
OIA
653
OneDigital Investment Advisors
Kansas
$29K
SIS
654
Sound Income Strategies
Florida
$29K
TFS
655
TrustCore Financial Services
Tennessee
$29K
CA
656
Crewe Advisors
Utah
$28K -$1.13K -20 -4%
BCI
657
Brinker Capital Investments
Pennsylvania
$27K -$7.34K -130 -21%
CPIG
658
Chicago Partners Investment Group
Illinois
$27K
NSIM
659
North Star Investment Management
Illinois
$27K
RWA
660
Ropes Wealth Advisors
Massachusetts
$27K
AF
661
Advisornet Financial
Minnesota
$27K +$1.58K +28 +6%
HCM
662
Highlander Capital Management
New Jersey
$26K
BC
663
Bartlett & Co
Ohio
$26K +$282 +5 +1%
ML
664
McAdam LLC
Pennsylvania
$26K +$26.5K +470 New
BCWM
665
Bartlett & Co Wealth Management
Ohio
$25.8K +$26.8K +475 New
GBBWRPM
666
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$23K
ClearBridge Investments
667
ClearBridge Investments
New York
$23K +$1.02K +18 +5%
SCM
668
Silvant Capital Management
Georgia
$23K +$23.9K +424 New
MCM
669
MV Capital Management
Maryland
$22K
CIP
670
Convergence Investment Partners
Florida
$21K -$758K -13,419 -97%
ADL
671
Asset Dedication LLC
California
$21K +$17.3K +306 +408%
FC
672
Ferris Capital
Massachusetts
$21K +$21.5K +380 New
GEA
673
Glen Eagle Advisors
New Jersey
$19.8K -$222K -3,924 -92%
HR
674
Howe & Rusling
New York
$19K -$257K -4,551 -93%
KA
675
Kaizen Advisory
Illinois
$19K