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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
701
Anchor Investment Management
South Carolina
$16.1K – – –
HWA
702
HHM Wealth Advisors
Tennessee
$16K -$94K -1,203 -83%
BIA
703
Bell Investment Advisors
California
$16K -$5.39K -69 -22%
EARNEST Partners
704
EARNEST Partners
Georgia
$16K – – –
NL
705
NVWM LLC
Pennsylvania
$16K – – –
WAS
706
Winch Advisory Services
Wisconsin
$16K +$156 +2 +0.8%
MSFP
707
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
SIC
708
Salem Investment Counselors
North Carolina
$15K – – –
CA
709
Crewe Advisors
Utah
$14K +$3.91K +50 +31%
FP
710
Financial Perspectives
Minnesota
$13.9K – – –
SSG
711
Summit Securities Group
New York
$13K -$74.2K -949 -83%
ADL
712
Asset Dedication LLC
California
$13K – – –
CB
713
Community Bank
New York
$13K – – –
GTAM
714
Global Trust Asset Management
Florida
$13K – – –
SN
715
Sittner & Nelson
Oregon
$13K – – –
S
716
Surevest
California
$13K – – –
BONH
717
Bank of New Hampshire
New Hampshire
$12K – – –
ME
718
McIlrath & Eck
Washington
$12K – – –
BWA
719
BDO Wealth Advisors
Florida
$11K – – –
CAC
720
Core Alternative Capital
Georgia
$11K – – –
MCA
721
Maryland Capital Advisors
Maryland
$11K – – –
CT
722
Cambridge Trust
Massachusetts
$10K – – –
CA
723
Centerpoint Advisors
Massachusetts
$10K – – –
CNBTD
724
Citizens National Bank Trust Department
Mississippi
$10K – – –
EWM
725
Evermay Wealth Management
Virginia
$10K – – –