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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PA
651
PSI Advisors
Florida
$43K -$48.5K -620 -48%
MPWT
652
MassMutual Private Wealth & Trust
Connecticut
$42K +$469 +6 +0.9%
SWM
653
Sugarloaf Wealth Management
Georgia
$42K +$50.8K +650 New
AF
654
Advisornet Financial
Minnesota
$41K -$19.7K -252 -28%
CT
655
Caldwell Trust
Florida
$39.2K
HPC
656
HM Payson & Co
Maine
$39K +$31.3K +400 +200%
CI Investments Inc
657
CI Investments Inc
Ontario, Canada
$39K +$43.1K +552 +986%
FWM
658
Focused Wealth Management
New York
$38K +$78 +1 +0.2%
OLVIG
659
Oliver Lagore Vanvalin Investment Group
Michigan
$37K +$4.22K +54 +10%
CFO
660
CVA Family Office
Colorado
$34K -$22.7K -290 -35%
CCM
661
Covington Capital Management
California
$32K -$72.8K -931 -65%
ST
662
Smithfield Trust
Pennsylvania
$32K -$31.3K -400 -44%
AFS
663
Annapolis Financial Services
Maryland
$32K
HCM
664
Highlander Capital Management
New Jersey
$32K
NSIM
665
North Star Investment Management
Illinois
$32K
VWM
666
Valley Wealth Managers
New Jersey
$32K
HGERS
667
Householder Group Estate & Retirement Specialist
Arizona
$32K +$39.1K +500 New
VNA
668
Valley National Advisers
Pennsylvania
$30K
PB
669
Pinnacle Bancorp
Nebraska
$29K
WTA
670
Washington Trust Advisors
Massachusetts
$29K
TFP
671
Tilia Fiduciary Partners
North Carolina
$29K +$78 +1 +0.2%
LSA
672
Leonteq Securities AG
Switzerland
$28.8K -$27.5K -352 -44%
ACA
673
Atlas Capital Advisors
Wyoming
$28.2K
IAMOG
674
Investors Asset Management of Georgia
Georgia
$28K
TFS
675
TrustCore Financial Services
Tennessee
$28K