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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
701
Heritage Wealth Advisors
Virginia
$89K +$53.5K +615 +168%
CAL
702
Capital Analysts LLC
Pennsylvania
$87K -$870 -10 -1%
TC
703
Truvestments Capital
Florida
$84K +$8.09K +93 +11%
PCG
704
Private Capital Group
Connecticut
$80K +$4.96K +57 +7%
AIM
705
AIA Investment Management
Singapore
$80K +$76.6K +880 New
TC
706
Trust Company
Kansas
$77K
CPA
707
Clear Perspective Advisors
Illinois
$73K
WB
708
Webster Bank
Connecticut
$73K +$49.6K +570 +238%
CIA
709
CSat Investment Advisory
Michigan
$68K +$4.18K +48 +7%
FANJ
710
Financial Architects (New Jersey)
New Jersey
$68K +$4.44K +51 +7%
ClearBridge Investments
711
ClearBridge Investments
New York
$63K +$2.79K +32 +5%
GSWM
712
Golden State Wealth Management
California
$63K +$3.48K +40 +6%
CI Investments Inc
713
CI Investments Inc
Ontario, Canada
$63K +$60.5K +695 New
JCM
714
Jacobi Capital Management
Pennsylvania
$62K +$6.53K +75 +12%
BCA
715
Berman Capital Advisors
Georgia
$59K +$87 +1 +0.2%
OAJ
716
Ogorek Anthony Joseph
New York
$58K -$7.83K -90 -12%
ADL
717
Asset Dedication LLC
California
$51K -$12.9K -148 -21%
BWA
718
BDO Wealth Advisors
Florida
$51K
PB
719
Pinnacle Bancorp
Nebraska
$49K
GI
720
Gradient Investments
Minnesota
$48K +$2.44K +28 +6%
TFS
721
TrustCore Financial Services
Tennessee
$47K
AA
722
Advisory Alpha
Michigan
$46K +$43.9K +504 New
SIS
723
Sound Income Strategies
Florida
$46K
HCM
724
Highlander Capital Management
New Jersey
$45K
CFG
725
Citizens Financial Group
Rhode Island
$45K +$9.66K +111 +29%