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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
651
Sutton Wealth Advisors
Florida
$26.9K +$604 +9 +2%
CFO
652
CVA Family Office
Colorado
$26K -$38.9K -580 -61%
ADL
653
Asset Dedication LLC
California
$26K – – –
CIA
654
CSat Investment Advisory
Michigan
$26K +$1.41K +21 +6%
SCM
655
Silvant Capital Management
Georgia
$25K – – –
TCM
656
Tradewinds Capital Management
Washington
$24K +$134 +2 +0.6%
PSB
657
Piscataqua Savings Bank
New Hampshire
$24K +$22.7K +338 New
HWA
658
Heritage Wealth Advisors
Virginia
$23.6K – – –
CWP
659
Concord Wealth Partners
Virginia
$23K -$2.28K -34 -10%
GWSG
660
GPS Wealth Strategies Group
Colorado
$23K +$22.4K +334 New
JFA
661
JNBA Financial Advisors
Minnesota
$22K – – –
MCM
662
MV Capital Management
Maryland
$22K +$940 +14 +5%
AIM
663
Anchor Investment Management
South Carolina
$21.5K – – –
PCIA
664
Prime Capital Investment Advisors
Kansas
$21K – – –
LFG
665
Larson Financial Group
Missouri
$21K +$20.1K +300 New
APC
666
Aspire Private Capital
North Carolina
$20K +$12.3K +183 +193%
EARNEST Partners
667
EARNEST Partners
Georgia
$18K – – –
IRC
668
Investors Research Corp
Georgia
$18K – – –
MHR
669
Matthew Hamilton Rosenberg
$18K – – –
NL
670
NVWM LLC
Pennsylvania
$18K – – –
SLF
671
Sun Life Financial
Ontario, Canada
$18K +$134 +2 +0.8%
LWA
672
Lenox Wealth Advisors
New York
$17K – – –
WAS
673
Winch Advisory Services
Wisconsin
$17K +$134 +2 +0.9%
PMFA
674
Plante Moran Financial Advisors
Michigan
$17K +$873 +13 +6%
MSFP
675
Mark Sheptoff Financial Planning
Connecticut
$16K – – –