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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
701
Global Trust Asset Management
Florida
$16K – – –
ME
702
McIlrath & Eck
Washington
$15K – – –
AWM
703
Avior Wealth Management
Nebraska
$15K +$8.51K +99 +108%
BWA
704
BDO Wealth Advisors
Florida
$14K – – –
SN
705
Sittner & Nelson
Oregon
$14K – – –
AL
706
ADE LLC
Maryland
$13K – – –
IAS
707
IMA Advisory Services
Colorado
$13K – – –
LPWM
708
Lake Point Wealth Management
Texas
$13K – – –
BAM
709
Bellevue Asset Management
Washington
$13K +$86 +1 +0.6%
PCA
710
Providence Capital Advisors
North Carolina
$12K – – –
CFFP
711
Center for Financial Planning
Michigan
$11K – – –
LCM
712
Logan Capital Management
Pennsylvania
$11K – – –
MRCM
713
M&R Capital Management
New Jersey
$11K – – –
FCA
714
FinTrust Capital Advisors
South Carolina
$10K -$27.9K -325 -72%
HWMA
715
Heritage Wealth Management (Arizona)
Arizona
$10K – – –
NFSG
716
Newbridge Financial Services Group
Florida
$10K – – –
WWM
717
Wolff Wiese Magana
California
$10K – – –
PFA
718
Professional Financial Advisors
Nebraska
$9K – – –
SSB
719
Sandy Spring Bank
Maryland
$9K – – –
TWA
720
TCI Wealth Advisors
Arizona
$9K +$3.18K +37 +49%
TAM
721
Tucker Asset Management
Colorado
$8.52K – – –
WPA
722
West Paces Advisors
Georgia
$8.24K – – –
DAM
723
Delta Asset Management
Tennessee
$8K – – –
MA
724
Montag & Associates
Georgia
$8K – – –
KIG
725
Kowal Investment Group
Wisconsin
$8K +$8.59K +100 New