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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CB
701
Community Bank
New York
$14.3K – – –
GTAM
702
Global Trust Asset Management
Florida
$14.3K – – –
TCPG
703
Trivant Custom Portfolio Group
California
$14.3K +$14.5K +200 New
ME
704
McIlrath & Eck
Washington
$13.2K – – –
BONH
705
Bank of New Hampshire
New Hampshire
$13K – – –
PPC
706
Park Place Capital
Alabama
$12.8K -$73 -1 -0.6%
MCA
707
Maryland Capital Advisors
Maryland
$12.7K – – –
SIS
708
Sound Income Strategies
Florida
$12.5K – – –
JWM
709
Janiczek Wealth Management
Colorado
$12.3K -$290 -4 -2%
SN
710
Sittner & Nelson
Oregon
$12.3K – – –
HBW
711
Hazlett, Burt & Watson
West Virginia
$12K +$725 +10 +7%
BWA
712
BDO Wealth Advisors
Florida
$11.9K – – –
BAM
713
Bellevue Asset Management
Washington
$11.6K +$73 +1 +0.6%
IAS
714
IMA Advisory Services
Colorado
$11.1K – – –
WTA
715
Washington Trust Advisors
Massachusetts
$10.8K -$21.8K -300 -67%
CT
716
Cambridge Trust
Massachusetts
$10.8K – – –
FCA
717
FinTrust Capital Advisors
South Carolina
$10.3K – – –
EWM
718
Evermay Wealth Management
Virginia
$9.82K – – –
CWP
719
Concord Wealth Partners
Virginia
$9.82K +$9.94K +137 New
AFG
720
Albion Financial Group
Utah
$9.68K – – –
MRCM
721
M&R Capital Management
New Jersey
$9.68K – – –
CFFP
722
Center for Financial Planning
Michigan
$9.54K – – –
WWM
723
Wolff Wiese Magana
California
$9.18K – – –
FMP
724
Financial Management Professionals
Texas
$9K +$4.71K +65 +110%
AWM
725
Avior Wealth Management
Nebraska
$8.74K – – –