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Welltower

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