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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SN
701
Sittner & Nelson
Oregon
$14K – – –
AL
702
ADE LLC
Maryland
$13K – – –
IAS
703
IMA Advisory Services
Colorado
$13K – – –
BAM
704
Bellevue Asset Management
Washington
$13K +$77 +1 +0.7%
LPWM
705
Lake Point Wealth Management
Texas
$13K +$11.6K +152 New
SWM
706
Selective Wealth Management
Virginia
$12K – – –
PCA
707
Providence Capital Advisors
North Carolina
$12K +$11K +144 +2,400%
CFFP
708
Center for Financial Planning
Michigan
$11K – – –
MRCM
709
M&R Capital Management
New Jersey
$11K – – –
LCM
710
Logan Capital Management
Pennsylvania
$11K +$2.68K +35 +35%
WWM
711
Wolff Wiese Magana
California
$10K -$1.15K -15 -11%
NFSG
712
Newbridge Financial Services Group
Florida
$10K – – –
HWMA
713
Heritage Wealth Management (Arizona)
Arizona
$10K +$9.19K +120 New
PFA
714
Professional Financial Advisors
Nebraska
$9K – – –
SSB
715
Sandy Spring Bank
Maryland
$9K +$8.42K +110 New
TAM
716
Tucker Asset Management
Colorado
$8.81K – – –
WPA
717
West Paces Advisors
Georgia
$8.31K – – –
MA
718
Montag & Associates
Georgia
$8K -$57.4K -750 -89%
DAM
719
Delta Asset Management
Tennessee
$8K – – –
TCOV
720
Trust Company of Vermont
Vermont
$8K – – –
CDIA
721
Capital Directions Investment Advisors
Georgia
$8K +$6.89K +90 New
ETC
722
Exchange Traded Concepts
Oklahoma
$8K +$7.42K +97 New
FRA
723
Front Row Advisors
California
$7K -$536 -7 -7%
AWM
724
Avior Wealth Management
Nebraska
$7K – – –
RCA
725
Ranch Capital Advisors
Florida
$7K – – –