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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
FRA
726
Front Row Advisors
California
$7K
GWS
727
Glassman Wealth Services
Virginia
$7K
IAS
728
IMA Advisory Services
Colorado
$7K
MSFP
729
Mark Sheptoff Financial Planning
Connecticut
$7K
LFA
730
Legacy Financial Advisors
Kentucky
$7K +$4.83K +71 +245%
EWM
731
Executive Wealth Management
Michigan
$7K +$7.28K +107 New
LWS
732
Lucia Wealth Services
California
$6K -$50.1K -736 -90%
CHP
733
Cable Hill Partners
Oregon
$6K -$3.88K -57 -39%
RFM
734
Royal Fund Management
Florida
$6K +$6.33K +93 New
ECM
735
Estabrook Capital Management
New York
$5.55K
Schroder Investment Management Group
736
Schroder Investment Management Group
United Kingdom
$5.12K -$261K -3,835 -5%
HWA
737
Heritage Wealth Advisors
Virginia
$5K
TFS
738
TrustCore Financial Services
Tennessee
$5K
AIC
739
Archer Investment Corporation
Indiana
$5K +$5.1K +75 New
VCM
740
Versant Capital Management
Arizona
$5K +$5.1K +75 New
NS
741
NewDay Solutions
New Hampshire
$5K +$5.17K +76 New
MIM
742
Macroview Investment Management
Maryland
$4K
OFW
743
Omnia Family Wealth
Florida
$4K
TFO
744
Tarbox Family Office
California
$4K +$272 +4 +8%
UB
745
UMB Bank
Missouri
$3.36K +$1.49M +21,859 +82%
Capstone Investment Advisors
746
Capstone Investment Advisors
New York
$3K -$101K -1,480 -97%
BFC
747
Bedel Financial Consulting
Indiana
$3K
ESB
748
Essex Savings Bank
Connecticut
$3K +$2.52K +37 New
IF
749
Ironwood Financial
Arizona
$2K
TFA
750
Transamerica Financial Advisors
Florida
$2K +$68 +1 +6%