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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
726
Heritage Wealth Advisors
Virginia
$34.6K +$27.5K +367 +465%
TCM
727
Tradewinds Capital Management
Washington
$33K -$2.93K -39 -8%
SCM
728
Silvant Capital Management
Georgia
$33K – – –
WAS
729
Winch Advisory Services
Wisconsin
$32K +$4.13K +55 +15%
ClearBridge Investments
730
ClearBridge Investments
New York
$31K – – –
MCM
731
MV Capital Management
Maryland
$31K – – –
SQA
732
Simon Quick Advisors
New Jersey
$31K +$30K +400 New
IDBONY
733
Israel Discount Bank of New York
New York
$30K -$750 -10 -3%
CFG
734
Citizens Financial Group
Rhode Island
$30K +$28.7K +383 New
GEA
735
Glen Eagle Advisors
New Jersey
$28.7K +$75 +1 +0.3%
JFA
736
JNBA Financial Advisors
Minnesota
$27K -$4.13K -55 -14%
SMFS
737
Squar Milner Financial Services
California
$27K – – –
SSB
738
Sandy Spring Bank
Maryland
$25K +$6.45K +86 +36%
OFS
739
Orrstown Financial Services
Pennsylvania
$25K +$23.7K +316 New
FC
740
Ferris Capital
Massachusetts
$24K -$2.33K -31 -9%
VFA
741
Valeo Financial Advisors
Indiana
$24K +$225 +3 +1%
WPA
742
West Paces Advisors
Georgia
$23.7K – – –
HGWM
743
Harvest Group Wealth Management
Massachusetts
$23K +$22.5K +300 New
CG
744
Cutler Group
California
$22K -$305K -4,070 -93%
BAMCO Inc
745
BAMCO Inc
New York
$22K -$8.25K -110 -28%
LPWM
746
Lake Point Wealth Management
Texas
$21K -$383K -5,105 -95%
AIA
747
Alera Investment Advisors
Illinois
$20K +$3.45K +46 +22%
DAM
748
Delta Asset Management
Tennessee
$19K -$40.5K -540 -69%
SFG
749
SevenBridge Financial Group
Pennsylvania
$19K – – –
WB
750
Webster Bank
Connecticut
$19K – – –