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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CTFG
651
Capstone Triton Financial Group
Oklahoma
$22K +$20.6K +340 New
HWA
652
Heritage Wealth Advisors
Virginia
$21K – – –
TCM
653
Tradewinds Capital Management
Washington
$21K +$182 +3 +0.9%
JFA
654
JNBA Financial Advisors
Minnesota
$20K -$1.94K -32 -9%
AAP
655
Arax Advisory Partners
Colorado
$20K +$182 +3 +1%
AIM
656
Anchor Investment Management
South Carolina
$19.4K – – –
HGWM
657
Harvest Group Wealth Management
Massachusetts
$19K – – –
MCM
658
MV Capital Management
Maryland
$19K – – –
PCIA
659
Prime Capital Investment Advisors
Kansas
$19K +$12.1K +200 +222%
CCM
660
Covington Capital Management
California
$19K +$18.2K +300 New
MHR
661
Matthew Hamilton Rosenberg
$17K -$2.61K -43 -14%
NL
662
NVWM LLC
Pennsylvania
$16K -$69.8K -1,150 -82%
SLF
663
Sun Life Financial
Ontario, Canada
$16K -$364 -6 -2%
EARNEST Partners
664
EARNEST Partners
Georgia
$16K – – –
IRC
665
Investors Research Corp
Georgia
$16K – – –
SWM
666
Selective Wealth Management
Virginia
$16K +$6.68K +110 +79%
WAS
667
Winch Advisory Services
Wisconsin
$15K -$7.53K -124 -35%
SFSIG
668
San Francisco Sentry Investment Group
California
$15K – – –
MSFP
669
Mark Sheptoff Financial Planning
Connecticut
$15K +$7.89K +130 +130%
LWA
670
Lenox Wealth Advisors
New York
$15K +$14K +231 New
O
671
Ossiam
France
$14K -$224K -3,687 -94%
PMFA
672
Plante Moran Financial Advisors
Michigan
$14K – – –
BSSFA
673
Baron Silver Stevens Financial Advisors
Florida
$14K +$13.9K +229 New
FP
674
Financial Perspectives
Minnesota
$14K – – –
GTAM
675
Global Trust Asset Management
Florida
$13K -$15.2K -250 -56%