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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
701
Sandy Spring Bank
Maryland
$16K
PFGIA
702
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$31.6K -465 -68%
PMFA
703
Plante Moran Financial Advisors
Michigan
$15K
GAM
704
Gemmer Asset Management
California
$15K +$8.98K +132 +171%
W
705
WealthOne
New York
$15K +$14.3K +210 New
SWA
706
Sutton Wealth Advisors
Florida
$14.1K +$1.02K +15 +8%
SIM
707
Sonora Investment Management
Arizona
$14K
PCP
708
Proficio Capital Partners
Massachusetts
$14K +$204 +3 +2%
VNA
709
Valley National Advisers
Pennsylvania
$14K +$13.6K +200 New
AIA
710
Alera Investment Advisors
Illinois
$14K +$14.1K +207 New
EARNEST Partners
711
EARNEST Partners
Georgia
$13K
ME
712
McIlrath & Eck
Washington
$13K +$12.5K +184 New
SIAG
713
Signet Investment Advisory Group
Rhode Island
$13K +$13.6K +200 New
FTI
714
Fiduciary Trust International
Massachusetts
$11K +$10.5K +155 New
SGS
715
Sterling Global Strategies
California
$10.4K +$10.2K +150 New
PWMG
716
Prestige Wealth Management Group
New Jersey
$10K +$9.59K +141 New
THWM
717
Taylor Hoffman Wealth Management
Virginia
$9K -$7.82K -115 -48%
TWA
718
TCI Wealth Advisors
Arizona
$9K -$1.77K -26 -17%
MRCM
719
M&R Capital Management
New Jersey
$9K
CWA
720
Clarus Wealth Advisors
Arizona
$9K +$68 +1 +0.8%
CIA
721
CSat Investment Advisory
Michigan
$9K +$204 +3 +2%
AC
722
Avestar Capital
New York
$8K
PFSC
723
Peoples Financial Services Corp
Pennsylvania
$8K
FGC
724
Financial Gravity Companies
Texas
$8K +$6.74K +99 New
IFAM
725
Institutional & Family Asset Management
Colorado
$7K -$612 -9 -8%