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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
726
Raffa Wealth Management
District of Columbia
$6.07K
LWA
727
Lenox Wealth Advisors
New York
$6K -$11.9K -156 -68%
PWMG
728
Prestige Wealth Management Group
New Jersey
$6K
SL
729
Savior LLC
Massachusetts
$6K
PMAS
730
PNC Managed Account Solutions
Texas
$6K +$5.74K +75 New
CA
731
Crewe Advisors
Utah
$5K -$7.12K -93 -60%
BC
732
Bartlett & Co
Ohio
$5K
ST
733
Sageworth Trust
Pennsylvania
$5K
BCWM
734
Bartlett & Co Wealth Management
Ohio
$4.99K
EWA
735
Evolution Wealth Advisors
Florida
$4K
FMP
736
Financial Management Professionals
Texas
$4K
HR
737
Howe & Rusling
New York
$4K
LWCFA
738
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$3.37K +44 New
First Manhattan
739
First Manhattan
New York
$4K +$4.06K +53 New
CWP
740
Concord Wealth Partners
Virginia
$3K -$21.6K -282 -88%
BWM
741
BerganKDV Wealth Management
Minnesota
$3K
FHC
742
First Horizon Corporation
Tennessee
$3K
IF
743
Ironwood Financial
Arizona
$3K
KFP
744
KB Financial Partners
New Jersey
$3K
SIM
745
Sonora Investment Management
Arizona
$3K
PP
746
Pacifica Partners
Canada
$3K +$2.98K +39 New
CWA
747
Clearview Wealth Advisors
Oregon
$3K +$3.21K +42 New
HFS
748
Horizon Financial Services
North Carolina
$2K
SFO
749
Standard Family Office
South Dakota
$2K
SIM
750
Sentry Investment Management
Wisconsin
$2K +$1.61K +21 New