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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
RA
701
Rational Advisors
New York
$62K -$2.88M -36,700 -98%
OAJ
702
Ogorek Anthony Joseph
New York
$60K – – –
ADL
703
Asset Dedication LLC
California
$58K +$12.7K +162 +30%
Rockefeller Capital Management
704
Rockefeller Capital Management
New York
$57K -$375K -4,772 -87%
FANJ
705
Financial Architects (New Jersey)
New Jersey
$57K -$3.93K -50 -7%
CIA
706
CSat Investment Advisory
Michigan
$57K +$44.8K +570 +429%
ClearBridge Investments
707
ClearBridge Investments
New York
$54K +$20.8K +265 +66%
GSWM
708
Golden State Wealth Management
California
$53K -$2.36K -30 -4%
BCA
709
Berman Capital Advisors
Georgia
$53K +$79 +1 +0.2%
PCG
710
Private Capital Group
Connecticut
$52K -$15K -191 -19%
GTAM
711
Global Trust Asset Management
Florida
$51K +$1.11M +14,129 +3,140%
JCM
712
Jacobi Capital Management
Pennsylvania
$50K +$8.49K +108 +22%
VFA
713
Valeo Financial Advisors
Indiana
$49K +$23.2K +295 +96%
Parallax Volatility Advisers
714
Parallax Volatility Advisers
California
$48K -$232K -2,945 -83%
DSC
715
Duncker Streett & Co
Missouri
$48K +$10.1K +128 +28%
BWA
716
BDO Wealth Advisors
Florida
$46K -$23.6K -300 -35%
BCWM
717
Bartlett & Co Wealth Management
Ohio
$44.3K +$236 +3 +0.6%
PB
718
Pinnacle Bancorp
Nebraska
$44K -$15.3K -195 -26%
BC
719
Bartlett & Co
Ohio
$44K +$236 +3 +0.6%
TFS
720
TrustCore Financial Services
Tennessee
$42K -$2.2K -28 -5%
HCM
721
Highlander Capital Management
New Jersey
$41K – – –
SIS
722
Sound Income Strategies
Florida
$41K – – –
GI
723
Gradient Investments
Minnesota
$41K +$33.4K +425 +590%
EFSCE
724
Enterprise Financial Services Corp (EFSC)
Missouri
$39K +$865 +11 +2%
FCA
725
FinTrust Capital Advisors
South Carolina
$38K – – –