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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
701
Lake Point Wealth Management
Texas
$10K
PMFA
702
Plante Moran Financial Advisors
Michigan
$10K
FP
703
Financial Perspectives
Minnesota
$9.89K
CB
704
Community Bank
New York
$9K -$3.54K -48 -19%
VNA
705
Valley National Advisers
Pennsylvania
$9K
II
706
Inspire Investing
Idaho
$9K +$15.1K +204 New
GSC
707
G&S Capital
Colorado
$8K
HB
708
Horizon Bancorp
Indiana
$8K
LWA
709
Lowe Wealth Advisors
Maryland
$8K
ME
710
McIlrath & Eck
Washington
$8K
AC
711
AlphaCore Capital
California
$8K +$12.5K +170 New
IFAM
712
Institutional & Family Asset Management
Colorado
$7K -$812 -11 -7%
CI
713
CX Institutional
Indiana
$7K +$2.29K +31 +27%
BAM
714
Bellevue Asset Management
Washington
$7K +$7.38K +100 +200%
AW
715
Avion Wealth
Texas
$7K +$11.1K +150 New
PCMK
716
Paragon Capital Management (Kansas)
Kansas
$7K +$11.1K +150 New
HIA
717
Harbor Investment Advisory
Maryland
$6K
MRCM
718
M&R Capital Management
New Jersey
$6K
SWM
719
Selective Wealth Management
Virginia
$6K
TPWA
720
TRUE Private Wealth Advisors
Oregon
$6K
IA
721
IndexIQ Advisors
New York
$6K +$74 +1 +0.7%
CHC
722
City Holding Co
West Virginia
$5K
FRA
723
Front Row Advisors
California
$5K
IAS
724
IMA Advisory Services
Colorado
$5K
PFSC
725
Peoples Financial Services Corp
Pennsylvania
$5K