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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
651
Brandywine Oak Private Wealth
Pennsylvania
$64K +$62.9K +925 New
LWM
652
Lenox Wealth Management
Ohio
$63K +$73.6K +1,082 +1,273%
RA
653
Rational Advisors
New York
$61K -$71.4K -1,050 -54%
BWA
654
BDO Wealth Advisors
Florida
$60K +$41.9K +616 +246%
CAM
655
Cresset Asset Management
Illinois
$60K +$58.8K +864 New
TC
656
Trust Company
Kansas
$59K – – –
EFSCE
657
Enterprise Financial Services Corp (EFSC)
Missouri
$58K +$1.02K +15 +2%
OIA
658
OneDigital Investment Advisors
Kansas
$55K +$54.1K +795 New
Carson Wealth (CWM LLC)
659
Carson Wealth (CWM LLC)
Nebraska
$54K -$23.9K -352 -31%
DAM
660
Delta Asset Management
Tennessee
$54K – – –
PB
661
Pinnacle Bancorp
Nebraska
$53K +$52.4K +770 New
FANJ
662
Financial Architects (New Jersey)
New Jersey
$52K – – –
SFSIG
663
San Francisco Sentry Investment Group
California
$52K +$6.53K +96 +15%
OAJ
664
Ogorek Anthony Joseph
New York
$51K – – –
FCA
665
FinTrust Capital Advisors
South Carolina
$51K +$8.5K +125 New
BCI
666
Brinker Capital Investments
Pennsylvania
$46K +$6.26K +92 +16%
BCA
667
Berman Capital Advisors
Georgia
$43K +$43.4K +638 New
ADL
668
Asset Dedication LLC
California
$41K -$12.9K -190 -24%
MIFH
669
Migdal Insurance & Financial Holdings
Israel
$41K -$5.51K -81 -12%
BCWM
670
Bartlett & Co Wealth Management
Ohio
$37.2K +$3.61K +53 +11%
BC
671
Bartlett & Co
Ohio
$37K +$3.61K +53 +11%
NSIM
672
North Star Investment Management
Illinois
$35K – – –
SIS
673
Sound Income Strategies
Florida
$35K – – –
AF
674
Advisornet Financial
Minnesota
$35K +$476 +7 +1%
GI
675
Gradient Investments
Minnesota
$34K -$1.84K -27 -5%