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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
751
M&R Capital Management
New Jersey
$8K – – –
PW
752
Price Wealth
Texas
$8K +$8.86K +132 New
PFSC
753
Peoples Financial Services Corp
Pennsylvania
$7K – – –
PCP
754
Proficio Capital Partners
Massachusetts
$6K -$1.07K -16 -14%
CAM
755
CenterStar Asset Management
Illinois
$6K – – –
EFSCE
756
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
MSFP
757
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
TG
758
TLP Group
Illinois
$5K -$11.8K -176 -69%
CHC
759
City Holding Co
West Virginia
$5K – – –
ADL
760
Asset Dedication LLC
California
$5K +$5.03K +75 New
BBHC
761
Brown Brothers Harriman & Co
New York
$4K -$11.5K -171 -72%
FMP
762
Financial Management Professionals
Texas
$4K – – –
JWA
763
JFS Wealth Advisors
Pennsylvania
$4K – – –
FRA
764
Front Row Advisors
California
$4K +$3.89K +58 New
FCB
765
First Command Bank
Texas
$3K – – –
FCFS
766
First Command Financial Services
Texas
$3K – – –
NCM
767
New Capital Management
Texas
$3K – – –
MIM
768
Macroview Investment Management
Maryland
$3K +$67 +1 +2%
MPWT
769
MassMutual Private Wealth & Trust
Connecticut
$2.55K +$2.69K +40 New
TFA
770
Transamerica Financial Advisors
Florida
$2K -$1.14K -17 -44%
BL
771
Balentine LLC
Georgia
$2K -$537 -8 -17%
GWS
772
Glassman Wealth Services
Virginia
$2K -$201 -3 -8%
IF
773
Ironwood Financial
Arizona
$2K – – –
PFGIA
774
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
PO
775
Private Ocean
California
$2K +$1.95K +29 New