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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
FP
676
Financial Perspectives
Minnesota
$15.5K – – –
CB
677
Community Bank
New York
$14K – – –
GTAM
678
Global Trust Asset Management
Florida
$14K – – –
HPC
679
HM Payson & Co
Maine
$14K – – –
HFA
680
Hoover Financial Advisors
Pennsylvania
$14K +$1.81K +27 +17%
ME
681
McIlrath & Eck
Washington
$13K – – –
BWA
682
BDO Wealth Advisors
Florida
$12K – – –
IFAM
683
Institutional & Family Asset Management
Colorado
$12K – – –
SN
684
Sittner & Nelson
Oregon
$12K – – –
AL
685
ADE LLC
Maryland
$11K -$82.9K -1,234 -89%
CA
686
Crewe Advisors
Utah
$11K – – –
BAM
687
Bellevue Asset Management
Washington
$11K +$134 +2 +1%
IAS
688
IMA Advisory Services
Colorado
$11K +$3.49K +52 +50%
CFFP
689
Center for Financial Planning
Michigan
$10K -$20.1K -300 -69%
SWM
690
Selective Wealth Management
Virginia
$10K -$7.39K -110 -44%
WWM
691
Wolff Wiese Magana
California
$10K – – –
MRCM
692
M&R Capital Management
New Jersey
$9K – – –
NFSG
693
Newbridge Financial Services Group
Florida
$8K – – –
PFA
694
Professional Financial Advisors
Nebraska
$8K – – –
TFO
695
Tarbox Family Office
California
$8K – – –
MWP
696
Meridian Wealth Partners
Pennsylvania
$8K +$7.86K +117 New
TAM
697
Tucker Asset Management
Colorado
$7.59K -$4.03K -60 -36%
WPA
698
West Paces Advisors
Georgia
$7.16K – – –
DAM
699
Delta Asset Management
Tennessee
$7K – – –
FRA
700
Front Row Advisors
California
$7K – – –