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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
WB
701
Webster Bank
Connecticut
$17K -$313K -4,600 -95%
SFG
702
SevenBridge Financial Group
Pennsylvania
$17K – – –
BL
703
Balentine LLC
Georgia
$17K +$5.51K +81 +49%
WCM
704
WealthBridge Capital Management
Ohio
$17K +$16.3K +240 New
SSB
705
Sandy Spring Bank
Maryland
$16K – – –
PFGIA
706
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$31.6K -465 -68%
PMFA
707
Plante Moran Financial Advisors
Michigan
$15K – – –
GAM
708
Gemmer Asset Management
California
$15K +$8.98K +132 +171%
W
709
WealthOne
New York
$15K +$14.3K +210 New
SWA
710
Sutton Wealth Advisors
Florida
$14.1K +$1.02K +15 +8%
SIM
711
Sonora Investment Management
Arizona
$14K – – –
PCP
712
Proficio Capital Partners
Massachusetts
$14K +$204 +3 +2%
VNA
713
Valley National Advisers
Pennsylvania
$14K +$13.6K +200 New
AIA
714
Alera Investment Advisors
Illinois
$14K +$14.1K +207 New
EARNEST Partners
715
EARNEST Partners
Georgia
$13K – – –
ME
716
McIlrath & Eck
Washington
$13K +$12.5K +184 New
SIAG
717
Signet Investment Advisory Group
Rhode Island
$13K +$13.6K +200 New
FTI
718
Fiduciary Trust International
Massachusetts
$11K +$10.5K +155 New
SGS
719
Sterling Global Strategies
California
$10.4K +$10.2K +150 New
PWMG
720
Prestige Wealth Management Group
New Jersey
$10K +$9.59K +141 New
THWM
721
Taylor Hoffman Wealth Management
Virginia
$9K -$7.82K -115 -48%
TWA
722
TCI Wealth Advisors
Arizona
$9K -$1.77K -26 -17%
MRCM
723
M&R Capital Management
New Jersey
$9K – – –
CWA
724
Clarus Wealth Advisors
Arizona
$9K +$68 +1 +0.8%
CIA
725
CSat Investment Advisory
Michigan
$9K +$204 +3 +2%