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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
651
JNBA Financial Advisors
Minnesota
$18K
SCM
652
Silvant Capital Management
Georgia
$18K
NICM
653
Neo Ivy Capital Management
New York
$18K +$17.4K +355 New
SWA
654
Sutton Wealth Advisors
Florida
$17.9K -$26K -530 -61%
HWA
655
Heritage Wealth Advisors
Virginia
$17.1K
AAP
656
Arax Advisory Partners
Colorado
$16K +$197 +4 +1%
ADL
657
Asset Dedication LLC
California
$16K +$1.72K +35 +13%
CB
658
Community Bank
New York
$16K +$5.9K +120 +60%
MHR
659
Matthew Hamilton Rosenberg
$16K +$14.8K +301 New
LWA
660
Lenox Wealth Advisors
New York
$16K +$15K +305 New
HGWM
661
Harvest Group Wealth Management
Massachusetts
$15K
SFPG
662
Stonebridge Financial Planning Group
Florida
$15K +$98 +2 +0.7%
BL
663
Balentine LLC
Georgia
$14K +$13.7K +279 New
PCIA
664
Prime Capital Investment Advisors
Kansas
$13K -$688 -14 -5%
EARNEST Partners
665
EARNEST Partners
Georgia
$13K
IRC
666
Investors Research Corp
Georgia
$13K
RWA
667
Ropes Wealth Advisors
Massachusetts
$13K
TWP
668
TFO Wealth Partners
Ohio
$13K +$12.3K +250 New
DSC
669
Duncker Streett & Co
Missouri
$12K -$17.4K -355 -60%
GWMIA
670
Global Wealth Management Investment Advisory
Florida
$12K -$4.28K -87 -28%
MSFP
671
Mark Sheptoff Financial Planning
Connecticut
$12K
PMFA
672
Plante Moran Financial Advisors
Michigan
$12K
SSB
673
Sandy Spring Bank
Maryland
$12K
FP
674
Financial Perspectives
Minnesota
$11.2K
AIL
675
AGF Investments LLC
Ontario, Canada
$11K -$486K -9,888 -98%