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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
FC
651
Ferris Capital
Massachusetts
$27K +$2.95K +53 +14%
MSE
652
MUFG Securities EMEA
United Kingdom
$26K +$23.2K +417 New
ClearBridge Investments
653
ClearBridge Investments
New York
$25K -$1K -18 -4%
MCM
654
MV Capital Management
Maryland
$25K
SWA
655
Sutton Wealth Advisors
Florida
$23.7K -$9.86K -177 -32%
GEA
656
Glen Eagle Advisors
New Jersey
$22.9K +$111 +2 +0.6%
HR
657
Howe & Rusling
New York
$22K
SMFS
658
Squar Milner Financial Services
California
$22K +$19.7K +354 New
WC
659
Whitney & Co
New York
$21K -$716K -12,850 -97%
CHP
660
Cable Hill Partners
Oregon
$21K
WPA
661
West Paces Advisors
Georgia
$19.1K
LC
662
Landaas & Company
Wisconsin
$19K +$16.7K +300 New
AIM
663
Advantage Investment Management
Iowa
$18K -$17.1K -306 -51%
CFD
664
Creative Financial Designs
Indiana
$18K
WAS
665
Winch Advisory Services
Wisconsin
$18K +$223 +4 +1%
PMFA
666
Plante Moran Financial Advisors
Michigan
$17K +$3.06K +55 +25%
Rockefeller Capital Management
667
Rockefeller Capital Management
New York
$16K
SFG
668
SevenBridge Financial Group
Pennsylvania
$16K
BWA
669
BDO Wealth Advisors
Florida
$16K +$13.9K +250 New
CA
670
Centerpoint Advisors
Massachusetts
$16K +$14.7K +263 New
SSB
671
Sandy Spring Bank
Maryland
$15K
THWM
672
Taylor Hoffman Wealth Management
Virginia
$15K
RWP
673
RWA Wealth Partners
Massachusetts
$15K +$13.2K +236 New
BCA
674
Bay Colony Advisors
Massachusetts
$15K +$13.2K +237 New
WPW
675
Winthrop Partners - WNY
New York
$14.1K +$2.79K +50 +29%