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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
676
JNBA Financial Advisors
Minnesota
$16K – – –
SCM
677
Silvant Capital Management
Georgia
$16K – – –
HWA
678
Heritage Wealth Advisors
Virginia
$15.1K -$49.1K -665 -67%
RCA
679
Ranch Capital Advisors
Florida
$15K – – –
EIP
680
Ellis Investment Partners
Pennsylvania
$15K +$295 +4 +1%
SFPG
681
Stonebridge Financial Planning Group
Florida
$15K +$20.8K +282 New
CCM
682
Covington Capital Management
California
$14K -$64.9K -879 -74%
BWA
683
BDO Wealth Advisors
Florida
$14K -$9.22K -125 -28%
JSC
684
Jackson Square Capital
California
$14K -$3.98K -54 -15%
SMFS
685
Squar Milner Financial Services
California
$14K -$1.77K -24 -7%
GWMIA
686
Global Wealth Management Investment Advisory
Florida
$14K – – –
AAP
687
Arax Advisory Partners
Colorado
$14K +$221 +3 +1%
WPA
688
West Paces Advisors
Georgia
$14K – – –
HGWM
689
Harvest Group Wealth Management
Massachusetts
$13K – – –
TI
690
tru Independence
Oregon
$13K – – –
PFGIA
691
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$664 +9 +3%
ADL
692
Asset Dedication LLC
California
$12K -$21.8K -295 -53%
Twin Tree Management
693
Twin Tree Management
Texas
$12K +$19.3K +261 New
PCIA
694
Prime Capital Investment Advisors
Kansas
$12K +$20.1K +272 New
DAM
695
Delta Asset Management
Tennessee
$11K – – –
EARNEST Partners
696
EARNEST Partners
Georgia
$11K – – –
IRC
697
Investors Research Corp
Georgia
$11K – – –
MSFP
698
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
RWA
699
Ropes Wealth Advisors
Massachusetts
$11K – – –
SSB
700
Sandy Spring Bank
Maryland
$11K – – –