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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
HR
676
Howe & Rusling
New York
$19K -$257K -4,551 -93%
KA
677
Kaizen Advisory
Illinois
$19K – – –
RFM
678
Royal Fund Management
Florida
$18K -$1.17M -20,664 -98%
CHP
679
Cable Hill Partners
Oregon
$18K – – –
LWS
680
Lucia Wealth Services
California
$18K +$18.2K +323 New
QFA
681
Quattro Financial Advisors
Texas
$18K +$18.6K +330 New
WPA
682
West Paces Advisors
Georgia
$16.6K – – –
CFD
683
Creative Financial Designs
Indiana
$16K -$109K -1,938 -87%
PWM
684
Perigon Wealth Management
California
$16K -$47.1K -834 -74%
WAS
685
Winch Advisory Services
Wisconsin
$15K +$282 +5 +2%
GTAM
686
Global Trust Asset Management
Florida
$14K – – –
PS
687
Portfolio Solutions
Michigan
$14K – – –
SFG
688
SevenBridge Financial Group
Pennsylvania
$14K – – –
Rockefeller Capital Management
689
Rockefeller Capital Management
New York
$14K +$14.7K +260 New
SSB
690
Sandy Spring Bank
Maryland
$13K -$14.6K -259 -52%
THWM
691
Taylor Hoffman Wealth Management
Virginia
$13K – – –
LA
692
Legacy Advisors
Pennsylvania
$12K – – –
MFBTD
693
MB Financial Bank - Trust Department
Illinois
$12K – – –
PFPT
694
Pinnacle Financial Partners (Tennessee)
Tennessee
$12K +$12K +212 New
PMFA
695
Plante Moran Financial Advisors
Michigan
$12K +$12.6K +223 New
SIM
696
Sonora Investment Management
Arizona
$11.3K -$22.6K -400 -66%
FPS
697
Fieldpoint Private Securities
Connecticut
$11K – – –
JCM
698
Jacobi Capital Management
Pennsylvania
$11K – – –
VIA
699
Vantage Investment Advisors
Pennsylvania
$11K – – –
POIA
700
Pin Oak Investment Advisors
Texas
$11K +$1.52K +27 +15%