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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
726
Salem Investment Counselors
North Carolina
$19K -$356K -4,000 -95%
MSFP
727
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
RTC
728
Riverview Trust Company
Washington
$19K – – –
FP
729
Financial Perspectives
Minnesota
$17.8K – – –
ADL
730
Asset Dedication LLC
California
$17K – – –
S
731
Surevest
California
$17K – – –
BTI
732
Blue Trust Inc
Georgia
$17K +$15.1K +170 New
EWA
733
EverSource Wealth Advisors
Alabama
$16K -$89 -1 -0.5%
CB
734
Community Bank
New York
$16K – – –
CC
735
Corsicana & Co
Texas
$16K – – –
GTAM
736
Global Trust Asset Management
Florida
$16K – – –
HPC
737
HM Payson & Co
Maine
$16K – – –
SN
738
Sittner & Nelson
Oregon
$16K – – –
BONH
739
Bank of New Hampshire
New Hampshire
$15K – – –
ME
740
McIlrath & Eck
Washington
$15K – – –
MCA
741
Maryland Capital Advisors
Maryland
$15K +$15.7K +177 New
APP
742
Alpha Paradigm Partners
Illinois
$14K -$285K -3,207 -95%
BWA
743
BDO Wealth Advisors
Florida
$14K – – –
CAC
744
Core Alternative Capital
Georgia
$14K +$4.63K +52 +45%
CNBTD
745
Citizens National Bank Trust Department
Mississippi
$13K – – –
FCA
746
FinTrust Capital Advisors
South Carolina
$13K – – –
IAS
747
IMA Advisory Services
Colorado
$13K – – –
LPWM
748
Lake Point Wealth Management
Texas
$13K – – –
MW
749
Milestone Wealth
New York
$13K – – –
BAM
750
Bellevue Asset Management
Washington
$13K +$89 +1 +0.6%