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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
WB
651
Webster Bank
Connecticut
$48K – – –
ACM
652
Antonetti Capital Management
Florida
$45K – – –
IWP
653
IAG Wealth Partners
Wisconsin
$45K – – –
PA
654
PSI Advisors
Florida
$43K -$48.5K -620 -48%
MPWT
655
MassMutual Private Wealth & Trust
Connecticut
$42K +$469 +6 +0.9%
SWM
656
Sugarloaf Wealth Management
Georgia
$42K +$50.8K +650 New
AF
657
Advisornet Financial
Minnesota
$41K -$19.7K -252 -28%
CT
658
Caldwell Trust
Florida
$39.2K – – –
HPC
659
HM Payson & Co
Maine
$39K +$31.3K +400 +200%
CI Investments Inc
660
CI Investments Inc
Ontario, Canada
$39K +$43.1K +552 +986%
FWM
661
Focused Wealth Management
New York
$38K +$78 +1 +0.2%
OLVIG
662
Oliver Lagore Vanvalin Investment Group
Michigan
$37K +$4.22K +54 +10%
CFO
663
CVA Family Office
Colorado
$34K -$22.7K -290 -35%
CCM
664
Covington Capital Management
California
$32K -$72.8K -931 -65%
ST
665
Smithfield Trust
Pennsylvania
$32K -$31.3K -400 -44%
AFS
666
Annapolis Financial Services
Maryland
$32K – – –
HCM
667
Highlander Capital Management
New Jersey
$32K – – –
NSIM
668
North Star Investment Management
Illinois
$32K – – –
VWM
669
Valley Wealth Managers
New Jersey
$32K – – –
HGERS
670
Householder Group Estate & Retirement Specialist
Arizona
$32K +$39.1K +500 New
VNA
671
Valley National Advisers
Pennsylvania
$30K – – –
PB
672
Pinnacle Bancorp
Nebraska
$29K – – –
WTA
673
Washington Trust Advisors
Massachusetts
$29K – – –
TFP
674
Tilia Fiduciary Partners
North Carolina
$29K +$78 +1 +0.2%
LSA
675
Leonteq Securities AG
Switzerland
$28.8K -$27.5K -352 -44%