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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
701
Empirical Wealth Management
Washington
$355K +$30.1K +258 +10%
ATPW
702
Ashton Thomas Private Wealth
Arizona
$355K -$583 -5 -0.2%
LFA
703
Legacy Financial Advisors
Kentucky
$354K +$21.5K +184 +7%
VT
704
Vise Technologies
New York
$354K +$323K +2,766 New
1WA
705
180 Wealth Advisors
Washington
$353K +$3.38K +29 +1%
FAIM
706
Financial Advocates Investment Management
Washington
$353K -$15.4K -132 -5%
DFCM
707
Dark Forest Capital Management
Puerto Rico
$353K +$321K +2,754 New
CAL
708
Capital Analysts LLC
Pennsylvania
$349K +$180K +1,540 +130%
CAM
709
Covenant Asset Management
New Jersey
$347K +$29.2K +250 +10%
CGL
710
Clarius Group LLC
Washington
$347K -$11.4K -98 -3%
BC
711
Bowman & Company
Wisconsin
$341K – – –
SWP
712
Strategic Wealth Partners
Ohio
$341K -$6.53K -56 -2%
AI
713
Atom Investors
Texas
$340K +$18.7K +160 +6%
HIC
714
Hartline Investment Corp
Illinois
$340K – – –
EFS
715
Essex Financial Services
Connecticut
$339K +$3.03K +26 +1%
FAG
716
Fortitude Advisory Group
Washington
$337K -$12.8K -110 -4%
WSFS
717
Wilmington Savings Fund Society
Delaware
$337K +$307K +2,631 New
Koshinski Asset Management
718
Koshinski Asset Management
Illinois
$334K -$5.83K -50 -2%
RFA
719
Register Financial Advisors
Georgia
$333K – – –
SIAG
720
Safeguard Investment Advisory Group
California
$331K +$1.75K +15 +0.6%
BF
721
BOK Financial
Oklahoma
$330K +$117 +1 +0%
WBG
722
Wharton Business Group
Pennsylvania
$327K – – –
PPA
723
Painted Porch Advisors
California
$326K – – –
AC
724
Avestar Capital
New York
$325K +$27.1K +232 +10%
MW
725
Marcum Wealth
Ohio
$324K +$8.75K +75 +3%