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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
701
Lake Point Wealth Management
Texas
$13K +$11.6K +152 New
SWM
702
Selective Wealth Management
Virginia
$12K
PCA
703
Providence Capital Advisors
North Carolina
$12K +$11K +144 +2,400%
CFFP
704
Center for Financial Planning
Michigan
$11K
MRCM
705
M&R Capital Management
New Jersey
$11K
LCM
706
Logan Capital Management
Pennsylvania
$11K +$2.68K +35 +35%
AIG
707
American International Group
New York
$10.6K -$217K -2,834 -2%
WWM
708
Wolff Wiese Magana
California
$10K -$1.15K -15 -11%
NFSG
709
Newbridge Financial Services Group
Florida
$10K
HWMA
710
Heritage Wealth Management (Arizona)
Arizona
$10K +$9.19K +120 New
PFA
711
Professional Financial Advisors
Nebraska
$9K
SSB
712
Sandy Spring Bank
Maryland
$9K +$8.42K +110 New
TAM
713
Tucker Asset Management
Colorado
$8.81K
WPA
714
West Paces Advisors
Georgia
$8.31K
MA
715
Montag & Associates
Georgia
$8K -$57.4K -750 -89%
DAM
716
Delta Asset Management
Tennessee
$8K
TCOV
717
Trust Company of Vermont
Vermont
$8K
CDIA
718
Capital Directions Investment Advisors
Georgia
$8K +$6.89K +90 New
ETC
719
Exchange Traded Concepts
Oklahoma
$8K +$7.42K +97 New
MGIM
720
M&G Investment Management
United Kingdom
$7.4K +$6.83M +89,163 New
FRA
721
Front Row Advisors
California
$7K -$536 -7 -7%
AWM
722
Avior Wealth Management
Nebraska
$7K
RCA
723
Ranch Capital Advisors
Florida
$7K
RA
724
Resolute Advisors
California
$7K +$153 +2 +3%
TWA
725
TCI Wealth Advisors
Arizona
$7K +$1.3K +17 +29%