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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
RFM
676
Royal Fund Management
Florida
$18K -$1.17M -20,664 -98%
CHP
677
Cable Hill Partners
Oregon
$18K
LWS
678
Lucia Wealth Services
California
$18K +$18.2K +323 New
QFA
679
Quattro Financial Advisors
Texas
$18K +$18.6K +330 New
WPA
680
West Paces Advisors
Georgia
$16.6K
CFD
681
Creative Financial Designs
Indiana
$16K -$109K -1,938 -87%
PWM
682
Perigon Wealth Management
California
$16K -$47.1K -834 -74%
WAS
683
Winch Advisory Services
Wisconsin
$15K +$282 +5 +2%
GTAM
684
Global Trust Asset Management
Florida
$14K
PS
685
Portfolio Solutions
Michigan
$14K
SFG
686
SevenBridge Financial Group
Pennsylvania
$14K
Rockefeller Capital Management
687
Rockefeller Capital Management
New York
$14K +$14.7K +260 New
SSB
688
Sandy Spring Bank
Maryland
$13K -$14.6K -259 -52%
THWM
689
Taylor Hoffman Wealth Management
Virginia
$13K
LA
690
Legacy Advisors
Pennsylvania
$12K
MFBTD
691
MB Financial Bank - Trust Department
Illinois
$12K
PFPT
692
Pinnacle Financial Partners (Tennessee)
Tennessee
$12K +$12K +212 New
PMFA
693
Plante Moran Financial Advisors
Michigan
$12K +$12.6K +223 New
SIM
694
Sonora Investment Management
Arizona
$11.3K -$22.6K -400 -66%
FPS
695
Fieldpoint Private Securities
Connecticut
$11K
JCM
696
Jacobi Capital Management
Pennsylvania
$11K
VIA
697
Vantage Investment Advisors
Pennsylvania
$11K
POIA
698
Pin Oak Investment Advisors
Texas
$11K +$1.52K +27 +15%
ECM
699
Estabrook Capital Management
New York
$10.9K
EARNEST Partners
700
EARNEST Partners
Georgia
$10K