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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
EW
651
Evoke Wealth
California
$89K -$356 -4 -0.4%
KTC
652
Kistler-Tiffany Companies
Pennsylvania
$89K +$623 +7 +0.7%
GEA
653
Glen Eagle Advisors
New Jersey
$84.2K +$19.6K +220 +27%
MHR
654
Matthew Hamilton Rosenberg
$84K +$4.98K +56 +6%
BCMLT
655
Beacon Capital Management LLC (Tennessee)
Tennessee
$82K
SBL
656
Sargent Bickham Lagudis
Colorado
$82K
CFN
657
Cordasco Financial Network
Florida
$80K
ZB
658
Zions Bancorporation
Utah
$80K +$15.7K +176 +22%
PCG
659
Private Capital Group
Connecticut
$78K -$29.1K -327 -26%
BG
660
Bollard Group
Massachusetts
$77K -$146K -1,636 -64%
HIA
661
Harbor Investment Advisory
Maryland
$77K
UWM
662
Urban Wealth Management
California
$77K +$83.4K +937 New
HFM
663
Harvest Fund Management
China
$75K +$11.8K +133 +17%
PO
664
Private Ocean
California
$74K
ST
665
Smithfield Trust
Pennsylvania
$73K
AF
666
Advisornet Financial
Minnesota
$73K +$21.7K +244 +38%
TH
667
TCTC Holdings
Texas
$70K
TC
668
Trust Company
Kansas
$70K
CI
669
CX Institutional
Indiana
$70K +$75.7K +851 New
FFA
670
Fairfield Financial Advisors
Massachusetts
$69.8K +$534 +6 +0.7%
CFO
671
CVA Family Office
Colorado
$68K
PFBT
672
Parkside Financial Bank & Trust
Missouri
$68K +$4.18K +47 +6%
OSNBOA
673
Old Second National Bank of Aurora
Illinois
$66K
LSA
674
Leonteq Securities AG
Switzerland
$65.9K +$71.2K +800 New
GI
675
Gradient Investments
Minnesota
$64K -$10.4K -117 -13%