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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
651
Tradewinds Capital Management
Washington
$18K -$3.83K -78 -18%
JFA
652
JNBA Financial Advisors
Minnesota
$18K – – –
SCM
653
Silvant Capital Management
Georgia
$18K – – –
NICM
654
Neo Ivy Capital Management
New York
$18K +$17.4K +355 New
SWA
655
Sutton Wealth Advisors
Florida
$17.9K -$26K -530 -61%
HWA
656
Heritage Wealth Advisors
Virginia
$17.1K – – –
AAP
657
Arax Advisory Partners
Colorado
$16K +$197 +4 +1%
ADL
658
Asset Dedication LLC
California
$16K +$1.72K +35 +13%
CB
659
Community Bank
New York
$16K +$5.9K +120 +60%
MHR
660
Matthew Hamilton Rosenberg
$16K +$14.8K +301 New
LWA
661
Lenox Wealth Advisors
New York
$16K +$15K +305 New
HGWM
662
Harvest Group Wealth Management
Massachusetts
$15K – – –
SFPG
663
Stonebridge Financial Planning Group
Florida
$15K +$98 +2 +0.7%
BL
664
Balentine LLC
Georgia
$14K +$13.7K +279 New
PCIA
665
Prime Capital Investment Advisors
Kansas
$13K -$688 -14 -5%
EARNEST Partners
666
EARNEST Partners
Georgia
$13K – – –
IRC
667
Investors Research Corp
Georgia
$13K – – –
RWA
668
Ropes Wealth Advisors
Massachusetts
$13K – – –
TWP
669
TFO Wealth Partners
Ohio
$13K +$12.3K +250 New
DSC
670
Duncker Streett & Co
Missouri
$12K -$17.4K -355 -60%
GWMIA
671
Global Wealth Management Investment Advisory
Florida
$12K -$4.28K -87 -28%
MSFP
672
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
PMFA
673
Plante Moran Financial Advisors
Michigan
$12K – – –
SSB
674
Sandy Spring Bank
Maryland
$12K – – –
FP
675
Financial Perspectives
Minnesota
$11.2K – – –