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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Avior Wealth Management
Nebraska
$4K
SL
702
Savior LLC
Massachusetts
$4K
PWMG
703
Prestige Wealth Management Group
New Jersey
$4K +$934 +19 +35%
BBHC
704
Brown Brothers Harriman & Co
New York
$3K -$79.1K -1,610 -96%
BC
705
Bartlett & Co
Ohio
$3K -$19.2K -390 -89%
PVH
706
Psagot Value Holdings
Israel
$3K
RFA
707
Reilly Financial Advisors
California
$3K
ST
708
Sageworth Trust
Pennsylvania
$3K
WCG
709
Weaver Consulting Group
California
$3K
TFO
710
Tarbox Family Office
California
$3K +$1.52K +31 +124%
EWA
711
Evolution Wealth Advisors
Florida
$3K +$2.46K +50 New
RWG
712
Regal Wealth Group
California
$3K +$2.46K +50 New
PW
713
Price Wealth
Texas
$3K +$2.65K +54 New
RWM
714
Raffa Wealth Management
District of Columbia
$2.69K +$246 +5 +11%
BCWM
715
Bartlett & Co Wealth Management
Ohio
$2.59K -$19.2K -390 -89%
BWM
716
BerganKDV Wealth Management
Minnesota
$2K -$29.9K -609 -94%
BFC
717
Bedel Financial Consulting
Indiana
$2K
IF
718
Ironwood Financial
Arizona
$2K
Kayne Anderson Rudnick Investment Management
719
Kayne Anderson Rudnick Investment Management
California
$2K
LAS
720
Lloyd Advisory Services
Georgia
$2K
SIM
721
Sonora Investment Management
Arizona
$2K
FMP
722
Financial Management Professionals
Texas
$2K +$2.11K +43 New
HR
723
Howe & Rusling
New York
$2K +$2.21K +45 New
BHWM
724
Bay Harbor Wealth Management
Maryland
$1K -$148K -3,007 -99%
LWM
725
Lenox Wealth Management
Ohio
$1K -$1.18K -24 -50%