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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
751
FSA Wealth Management
Massachusetts
$51K +$53.9K +629 New
DSC
752
Duncker Streett & Co
Missouri
$49K +$51K +596 New
AssetMark Inc
753
AssetMark Inc
California
$47K -$113K -1,319 -70%
ADL
754
Asset Dedication LLC
California
$46K – – –
PB
755
Pinnacle Bancorp
Nebraska
$45K – – –
MPWT
756
MassMutual Private Wealth & Trust
Connecticut
$43K +$41.8K +488 +1,220%
TFS
757
TrustCore Financial Services
Tennessee
$42K – – –
CDIA
758
Capital Directions Investment Advisors
Georgia
$41K – – –
HCM
759
Highlander Capital Management
New Jersey
$41K – – –
NSIM
760
North Star Investment Management
Illinois
$41K – – –
SIS
761
Sound Income Strategies
Florida
$41K – – –
MWA
762
Moser Wealth Advisors
Washington
$41K +$43.2K +504 New
CHAM
763
Clear Harbor Asset Management
Connecticut
$40.9K +$42.8K +500 New
EFSCE
764
Enterprise Financial Services Corp (EFSC)
Missouri
$40K – – –
GI
765
Gradient Investments
Minnesota
$39K -$4.2K -49 -9%
TT
766
TI-Trust
Illinois
$39K +$40.8K +476 New
AA
767
Advisory Alpha
Michigan
$38.4K -$4.02K -47 -9%
FCA
768
FinTrust Capital Advisors
South Carolina
$38K – – –
EI
769
Ellevest Inc
New York
$38K +$31.1K +363 +363%
GTAM
770
Global Trust Asset Management
Florida
$37K – – –
BWA
771
BDO Wealth Advisors
Florida
$36K -$10.7K -125 -22%
BCWM
772
Bartlett & Co Wealth Management
Ohio
$36K +$17.1K +200 +83%
CFFP
773
Center for Financial Planning
Michigan
$35K +$37.1K +433 New
CG
774
Cutler Group
California
$35K +$37.1K +433 New
DOA
775
D'Orazio & Associates
Virginia
$33K – – –