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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
701
JNBA Financial Advisors
Minnesota
$19.7K -$2.38K -37 -11%
LFG
702
Larson Financial Group
Missouri
$19.7K – – –
CAS
703
Coppell Advisory Solutions
Texas
$19.7K +$19.3K +300 New
CASC
704
Coppell Advisory Solutions Corp
Texas
$19.7K +$19.3K +300 New
BBHC
705
Brown Brothers Harriman & Co
New York
$19.5K -$1.93K -30 -9%
ZIG
706
Zullo Investment Group
Pennsylvania
$19K +$643 +10 +4%
PA
707
PSI Advisors
Florida
$17.2K -$26.6K -413 -61%
AIM
708
Anchor Investment Management
South Carolina
$16.4K – – –
EARNEST Partners
709
EARNEST Partners
Georgia
$16.4K – – –
NL
710
NVWM LLC
Pennsylvania
$16.1K – – –
WAS
711
Winch Advisory Services
Wisconsin
$16K +$129 +2 +0.8%
SIC
712
Salem Investment Counselors
North Carolina
$15.1K – – –
MSFP
713
Mark Sheptoff Financial Planning
Connecticut
$15.1K – – –
BWAM
714
Boyd Watterson Asset Management
Ohio
$14.9K +$14.7K +228 New
FP
715
Financial Perspectives
Minnesota
$14.2K – – –
HCM
716
Hollencrest Capital Management
California
$14.1K +$13.8K +215 New
AAG
717
Armstrong Advisory Group
Massachusetts
$13.2K +$12.9K +201 New
GTAM
718
Global Trust Asset Management
Florida
$13.1K – – –
CB
719
Community Bank
New York
$13.1K – – –
ADL
720
Asset Dedication LLC
California
$13K +$193 +3 +2%
HB
721
Horizon Bancorp
Indiana
$13K +$12.9K +201 New
JWM
722
Janiczek Wealth Management
Colorado
$12.3K +$10.7K +166 +4,150%
ME
723
McIlrath & Eck
Washington
$12.1K – – –
BONH
724
Bank of New Hampshire
New Hampshire
$12K – – –
PPC
725
Park Place Capital
Alabama
$12K +$11.5K +179 New