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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
726
Sound Income Strategies
Florida
$46K – – –
HCM
727
Highlander Capital Management
New Jersey
$45K – – –
CFG
728
Citizens Financial Group
Rhode Island
$45K +$9.66K +111 +29%
CDIA
729
Capital Directions Investment Advisors
Georgia
$45K +$43.5K +500 New
NSIM
730
North Star Investment Management
Illinois
$45K +$43.5K +500 New
RA
731
Rational Advisors
New York
$43K -$24.7K -284 -37%
EFSCE
732
Enterprise Financial Services Corp (EFSC)
Missouri
$43K – – –
FCA
733
FinTrust Capital Advisors
South Carolina
$42K +$29.5K +339 +271%
GTAM
734
Global Trust Asset Management
Florida
$41K -$1.23M -14,129 -97%
NIM
735
NuWave Investment Management
New Jersey
$39K -$141K -1,623 -79%
BWM
736
BerganKDV Wealth Management
Minnesota
$39K +$37K +425 New
DOA
737
D'Orazio & Associates
Virginia
$37K +$35.2K +405 New
MCM
738
MV Capital Management
Maryland
$36K – – –
Rockefeller Capital Management
739
Rockefeller Capital Management
New York
$35K -$27.4K -315 -45%
TCM
740
Tradewinds Capital Management
Washington
$35K -$3.65K -42 -10%
GWMIA
741
Global Wealth Management Investment Advisory
Florida
$34K -$1.13K -13 -3%
WAS
742
Winch Advisory Services
Wisconsin
$34K +$261 +3 +0.8%
GEA
743
Glen Eagle Advisors
New Jersey
$33.7K +$87 +1 +0.3%
SCM
744
Silvant Capital Management
Georgia
$32K -$6.61K -76 -18%
EIP
745
Ellis Investment Partners
Pennsylvania
$32K +$261 +3 +0.8%
JFA
746
JNBA Financial Advisors
Minnesota
$31K – – –
MAM
747
Meeder Asset Management
Ohio
$31K +$6K +69 +25%
MGIA
748
Moneta Group Investment Advisors
Missouri
$31K +$29.8K +342 New
LWS
749
Lucia Wealth Services
California
$29K – – –
WPA
750
West Paces Advisors
Georgia
$27.6K – – –