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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
RTC
726
Riverview Trust Company
Washington
$19K
FP
727
Financial Perspectives
Minnesota
$17.8K
ADL
728
Asset Dedication LLC
California
$17K
S
729
Surevest
California
$17K
BTI
730
Blue Trust Inc
Georgia
$17K +$15.1K +170 New
EWA
731
EverSource Wealth Advisors
Alabama
$16K -$89 -1 -0.5%
CB
732
Community Bank
New York
$16K
CC
733
Corsicana & Co
Texas
$16K
GTAM
734
Global Trust Asset Management
Florida
$16K
HPC
735
HM Payson & Co
Maine
$16K
SN
736
Sittner & Nelson
Oregon
$16K
BONH
737
Bank of New Hampshire
New Hampshire
$15K
ME
738
McIlrath & Eck
Washington
$15K
MCA
739
Maryland Capital Advisors
Maryland
$15K +$15.7K +177 New
APP
740
Alpha Paradigm Partners
Illinois
$14K -$285K -3,207 -95%
BWA
741
BDO Wealth Advisors
Florida
$14K
CAC
742
Core Alternative Capital
Georgia
$14K +$4.63K +52 +45%
CNBTD
743
Citizens National Bank Trust Department
Mississippi
$13K
FCA
744
FinTrust Capital Advisors
South Carolina
$13K
IAS
745
IMA Advisory Services
Colorado
$13K
LPWM
746
Lake Point Wealth Management
Texas
$13K
MW
747
Milestone Wealth
New York
$13K
BAM
748
Bellevue Asset Management
Washington
$13K +$89 +1 +0.6%
CA
749
Crewe Advisors
Utah
$13K +$8.9K +100 +159%
EWM
750
Evermay Wealth Management
Virginia
$12K -$11.1K -125 -46%