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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
RPC
676
Rossmore Private Capital
Connecticut
$46.5K +$48.9K +729 New
GI
677
Gradient Investments
Minnesota
$46K +$48K +715 New
AWA
678
Acorn Wealth Advisors
Michigan
$46K +$49K +730 New
GFP
679
Gryphon Financial Partners
Ohio
$44K +$46K +686 New
BCI
680
Brinker Capital Investments
Pennsylvania
$40K – – –
WA
681
Winfield Associates
Ohio
$40K +$67 +1 +0.2%
DPA
682
Delphi Private Advisors
California
$39K – – –
SIM
683
Sonora Investment Management
Arizona
$38.8K – – –
AIL
684
AGF Investments LLC
Ontario, Canada
$38K -$1.07K -16 -3%
Carson Wealth (CWM LLC)
685
Carson Wealth (CWM LLC)
Nebraska
$36K -$29.1K -434 -43%
AIM
686
Advantage Investment Management
Iowa
$36K -$7.18K -107 -16%
RIA
687
RPG Investment Advisory
California
$35K – – –
CA
688
Crewe Advisors
Utah
$34K +$35.3K +526 New
OIA
689
OneDigital Investment Advisors
Kansas
$34K +$36.2K +540 New
TFS
690
TrustCore Financial Services
Tennessee
$34K +$36.2K +540 New
MIFH
691
Migdal Insurance & Financial Holdings
Israel
$32K -$40.1K -597 -54%
SSB
692
Sandy Spring Bank
Maryland
$32K -$6.71K -100 -17%
HCM
693
Highlander Capital Management
New Jersey
$32K – – –
NSIM
694
North Star Investment Management
Illinois
$32K – – –
WWMSC
695
Wagner Wealth Management (South Carolina)
South Carolina
$32K +$20.1K +300 New
RWA
696
Ropes Wealth Advisors
Massachusetts
$32K +$33.6K +500 New
CPIG
697
Chicago Partners Investment Group
Illinois
$31K – – –
JFA
698
JNBA Financial Advisors
Minnesota
$31K – – –
HI
699
Hudock Inc
Pennsylvania
$30K -$102K -1,521 -76%
BC
700
Bartlett & Co
Ohio
$30K +$201 +3 +0.6%