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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
701
IMA Advisory Services
Colorado
$5K – – –
AWM
702
Avior Wealth Management
Nebraska
$4K – – –
SL
703
Savior LLC
Massachusetts
$4K – – –
PWMG
704
Prestige Wealth Management Group
New Jersey
$4K +$934 +19 +35%
BBHC
705
Brown Brothers Harriman & Co
New York
$3K -$79.1K -1,610 -96%
BC
706
Bartlett & Co
Ohio
$3K -$19.2K -390 -89%
PVH
707
Psagot Value Holdings
Israel
$3K – – –
RFA
708
Reilly Financial Advisors
California
$3K – – –
ST
709
Sageworth Trust
Pennsylvania
$3K – – –
WCG
710
Weaver Consulting Group
California
$3K – – –
TFO
711
Tarbox Family Office
California
$3K +$1.52K +31 +124%
EWA
712
Evolution Wealth Advisors
Florida
$3K +$2.46K +50 New
RWG
713
Regal Wealth Group
California
$3K +$2.46K +50 New
PW
714
Price Wealth
Texas
$3K +$2.65K +54 New
RWM
715
Raffa Wealth Management
District of Columbia
$2.69K +$246 +5 +11%
BCWM
716
Bartlett & Co Wealth Management
Ohio
$2.59K -$19.2K -390 -89%
BWM
717
BerganKDV Wealth Management
Minnesota
$2K -$29.9K -609 -94%
BFC
718
Bedel Financial Consulting
Indiana
$2K – – –
IF
719
Ironwood Financial
Arizona
$2K – – –
Kayne Anderson Rudnick Investment Management
720
Kayne Anderson Rudnick Investment Management
California
$2K – – –
LAS
721
Lloyd Advisory Services
Georgia
$2K – – –
SIM
722
Sonora Investment Management
Arizona
$2K – – –
FMP
723
Financial Management Professionals
Texas
$2K +$2.11K +43 New
HR
724
Howe & Rusling
New York
$2K +$2.21K +45 New
BHWM
725
Bay Harbor Wealth Management
Maryland
$1K -$148K -3,007 -99%