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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
676
Sonora Investment Management
Arizona
$13K
VNA
677
Valley National Advisers
Pennsylvania
$13K
VIA
678
Vantage Investment Advisors
Pennsylvania
$13K
AF
679
Allworth Financial
California
$13K +$1.81K +28 +16%
NCM
680
New Capital Management
Texas
$13K +$10K +155 +310%
TPWA
681
TRUE Private Wealth Advisors
Oregon
$12.5K +$12.5K +194 New
SWA
682
Sutton Wealth Advisors
Florida
$12.1K -$12.3K -190 -50%
EARNEST Partners
683
EARNEST Partners
Georgia
$12K
PCP
684
Proficio Capital Partners
Massachusetts
$12K +$517 +8 +4%
CAG
685
Csenge Advisory Group
Florida
$11K -$268K -4,143 -96%
BL
686
Balentine LLC
Georgia
$11K
TWA
687
TCI Wealth Advisors
Arizona
$10K +$2.58K +40 +34%
CHP
688
Cable Hill Partners
Oregon
$9K -$12.1K -187 -56%
SFM
689
Signet Financial Management
New Jersey
$9K
ECM
690
Exchange Capital Management
Michigan
$9K +$8.59K +133 New
SWM
691
Selective Wealth Management
Virginia
$9K +$9.04K +140 New
TC
692
Trilogy Capital
California
$9K +$9.17K +142 New
SWMG
693
Signature Wealth Management Group
Georgia
$8K -$1.74K -27 -18%
CIA
694
CSat Investment Advisory
Michigan
$8K -$775 -12 -9%
MRCM
695
M&R Capital Management
New Jersey
$8K
CWA
696
Clarus Wealth Advisors
Arizona
$8K +$65 +1 +0.8%
IAS
697
IMA Advisory Services
Colorado
$7K -$7.36K -114 -53%
PFSC
698
Peoples Financial Services Corp
Pennsylvania
$7K
AC
699
Avestar Capital
New York
$7K +$452 +7 +5%
IFAM
700
Institutional & Family Asset Management
Colorado
$7K +$581 +9 +9%