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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
726
San Francisco Sentry Investment Group
California
$82K
HWA
727
Heritage Wealth Advisors
Virginia
$81.4K +$1.11K +13 +1%
JCM
728
Jacobi Capital Management
Pennsylvania
$81K +$26.5K +310 +45%
ARMT
729
Amica Retiree Medical Trust
Rhode Island
$80K
PCG
730
Private Capital Group
Connecticut
$80K +$8.3K +97 +11%
FANJ
731
Financial Architects (New Jersey)
New Jersey
$78K +$17.1K +200 +27%
GFPC
732
Global Financial Private Client
Florida
$77.6K +$81.3K +949 New
CIA
733
CSat Investment Advisory
Michigan
$77K +$16.3K +190 +25%
HFM
734
Harvest Fund Management
China
$72K +$55.7K +650 New
TC
735
Trust Company
Kansas
$70K
KWM
736
Keebeck Wealth Management
Illinois
$69K +$72.3K +844 New
HPC
737
HM Payson & Co
Maine
$67K -$54.3K -634 -44%
WB
738
Webster Bank
Connecticut
$66K
AF
739
Allworth Financial
California
$64K +$67K +782 New
MGIA
740
Moneta Group Investment Advisors
Missouri
$63K +$36.6K +428 +125%
GEA
741
Glen Eagle Advisors
New Jersey
$61.2K +$32.2K +376 +101%
TWP
742
TFO Wealth Partners
Ohio
$61K +$64.1K +749 New
VCP
743
Verus Capital Partners
Arizona
$58K +$61.2K +715 New
CBT
744
Capital Bank & Trust
California
$57K +$51K +596 +608%
ClearBridge Investments
745
ClearBridge Investments
New York
$53K -$2.74K -32 -5%
OAJ
746
Ogorek Anthony Joseph
New York
$53K
BCA
747
Berman Capital Advisors
Georgia
$53K +$171 +2 +0.3%
BWM
748
BerganKDV Wealth Management
Minnesota
$53K +$19.1K +223 +52%
FWM
749
FSA Wealth Management
Massachusetts
$51K +$53.9K +629 New
DSC
750
Duncker Streett & Co
Missouri
$49K +$51K +596 New