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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
676
Albion Financial Group
Utah
$52K -$2.5K -30 -5%
TFP
677
Tilia Fiduciary Partners
North Carolina
$51K +$49.3K +591 New
FWM
678
Focused Wealth Management
New York
$50K +$83 +1 +0.2%
Capstone Investment Advisors
679
Capstone Investment Advisors
New York
$50K +$48.4K +580 New
OSNBOA
680
Old Second National Bank of Aurora
Illinois
$49K
TFO
681
Tarbox Family Office
California
$48K -$167 -2 -0.4%
WFS
682
Widmann Financial Services
Maryland
$46K +$45.5K +546 New
HIA
683
Harbor Investment Advisory
Maryland
$43K
HCM
684
Highlander Capital Management
New Jersey
$43K
VNA
685
Valley National Advisers
Pennsylvania
$43K
MA
686
MUFG Americas
New York
$43K +$15K +180 +56%
WTA
687
Washington Trust Advisors
Massachusetts
$43K +$41.7K +500 New
PFGIA
688
Patriot Financial Group Insurance Agency
Massachusetts
$42K -$351K -4,207 -90%
RCM
689
Raleigh Capital Management
North Carolina
$42K +$41.1K +493 New
AG
690
AIA Group
Hong Kong
$40K -$2.53M -30,300 -98%
JFA
691
JNBA Financial Advisors
Minnesota
$40K +$12.8K +154 +49%
PB
692
Pinnacle Bancorp
Nebraska
$39K
SWM
693
Selective Wealth Management
Virginia
$38K
ACA
694
Atlas Capital Advisors
Wyoming
$37.7K
FPWM
695
FSB Premier Wealth Management
Iowa
$36K +$35.4K +425 New
SWA
696
Sutton Wealth Advisors
Florida
$35.1K +$2.67K +32 +8%
Manulife (Manufacturers Life Insurance)
697
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.3K -$756K -9,073 -2%
AAP
698
Arax Advisory Partners
Colorado
$32K +$1.58K +19 +5%
SCM
699
Silvant Capital Management
Georgia
$30K
CWC
700
Carolinas Wealth Consulting
North Carolina
$30K +$1.08K +13 +4%