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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
FPS
676
Fieldpoint Private Securities
Connecticut
$59K – – –
GLLW
677
Graves Light Lenhart Wealth
Virginia
$56K – – –
AF
678
Advisornet Financial
Minnesota
$55K -$20.8K -250 -28%
CT
679
Caldwell Trust
Florida
$52.3K – – –
AFG
680
Albion Financial Group
Utah
$52K -$2.5K -30 -5%
TFP
681
Tilia Fiduciary Partners
North Carolina
$51K +$49.3K +591 New
FWM
682
Focused Wealth Management
New York
$50K +$83 +1 +0.2%
Capstone Investment Advisors
683
Capstone Investment Advisors
New York
$50K +$48.4K +580 New
OSNBOA
684
Old Second National Bank of Aurora
Illinois
$49K – – –
TFO
685
Tarbox Family Office
California
$48K -$167 -2 -0.4%
WFS
686
Widmann Financial Services
Maryland
$46K +$45.5K +546 New
HIA
687
Harbor Investment Advisory
Maryland
$43K – – –
HCM
688
Highlander Capital Management
New Jersey
$43K – – –
VNA
689
Valley National Advisers
Pennsylvania
$43K – – –
MA
690
MUFG Americas
New York
$43K +$15K +180 +56%
WTA
691
Washington Trust Advisors
Massachusetts
$43K +$41.7K +500 New
PFGIA
692
Patriot Financial Group Insurance Agency
Massachusetts
$42K -$351K -4,207 -90%
RCM
693
Raleigh Capital Management
North Carolina
$42K +$41.1K +493 New
AG
694
AIA Group
Hong Kong
$40K -$2.53M -30,300 -98%
BBHC
695
Brown Brothers Harriman & Co
New York
$40K – – –
JFA
696
JNBA Financial Advisors
Minnesota
$40K +$12.8K +154 +49%
PB
697
Pinnacle Bancorp
Nebraska
$39K – – –
SWM
698
Selective Wealth Management
Virginia
$38K – – –
ACA
699
Atlas Capital Advisors
Wyoming
$37.7K – – –
FPWM
700
FSB Premier Wealth Management
Iowa
$36K +$35.4K +425 New