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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BC
701
Barnett & Company
Tennessee
$10K -$1.18K -16 -7%
LPWM
702
Lake Point Wealth Management
Texas
$10K – – –
PMFA
703
Plante Moran Financial Advisors
Michigan
$10K – – –
FP
704
Financial Perspectives
Minnesota
$9.89K – – –
CB
705
Community Bank
New York
$9K -$3.54K -48 -19%
VNA
706
Valley National Advisers
Pennsylvania
$9K – – –
II
707
Inspire Investing
Idaho
$9K +$15.1K +204 New
GSC
708
G&S Capital
Colorado
$8K – – –
HB
709
Horizon Bancorp
Indiana
$8K – – –
LWA
710
Lowe Wealth Advisors
Maryland
$8K – – –
ME
711
McIlrath & Eck
Washington
$8K – – –
AC
712
AlphaCore Capital
California
$8K +$12.5K +170 New
IFAM
713
Institutional & Family Asset Management
Colorado
$7K -$812 -11 -7%
CI
714
CX Institutional
Indiana
$7K +$2.29K +31 +27%
BAM
715
Bellevue Asset Management
Washington
$7K +$7.38K +100 +200%
AW
716
Avion Wealth
Texas
$7K +$11.1K +150 New
PCMK
717
Paragon Capital Management (Kansas)
Kansas
$7K +$11.1K +150 New
HIA
718
Harbor Investment Advisory
Maryland
$6K – – –
MRCM
719
M&R Capital Management
New Jersey
$6K – – –
SWM
720
Selective Wealth Management
Virginia
$6K – – –
TPWA
721
TRUE Private Wealth Advisors
Oregon
$6K – – –
IA
722
IndexIQ Advisors
New York
$6K +$74 +1 +0.7%
CHC
723
City Holding Co
West Virginia
$5K – – –
FRA
724
Front Row Advisors
California
$5K – – –
IAS
725
IMA Advisory Services
Colorado
$5K – – –