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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
751
AssetMark Inc
California
$47K -$113K -1,319 -70%
ADL
752
Asset Dedication LLC
California
$46K
PB
753
Pinnacle Bancorp
Nebraska
$45K
MPWT
754
MassMutual Private Wealth & Trust
Connecticut
$43K +$41.8K +488 +1,220%
TFS
755
TrustCore Financial Services
Tennessee
$42K
CDIA
756
Capital Directions Investment Advisors
Georgia
$41K
HCM
757
Highlander Capital Management
New Jersey
$41K
NSIM
758
North Star Investment Management
Illinois
$41K
SIS
759
Sound Income Strategies
Florida
$41K
MWA
760
Moser Wealth Advisors
Washington
$41K +$43.2K +504 New
CHAM
761
Clear Harbor Asset Management
Connecticut
$40.9K +$42.8K +500 New
EFSCE
762
Enterprise Financial Services Corp (EFSC)
Missouri
$40K
GI
763
Gradient Investments
Minnesota
$39K -$4.2K -49 -9%
TT
764
TI-Trust
Illinois
$39K +$40.8K +476 New
AA
765
Advisory Alpha
Michigan
$38.4K -$4.02K -47 -9%
FCA
766
FinTrust Capital Advisors
South Carolina
$38K
EI
767
Ellevest Inc
New York
$38K +$31.1K +363 +363%
GTAM
768
Global Trust Asset Management
Florida
$37K
BWA
769
BDO Wealth Advisors
Florida
$36K -$10.7K -125 -22%
BCWM
770
Bartlett & Co Wealth Management
Ohio
$36K +$17.1K +200 +83%
CFFP
771
Center for Financial Planning
Michigan
$35K +$37.1K +433 New
CG
772
Cutler Group
California
$35K +$37.1K +433 New
DOA
773
D'Orazio & Associates
Virginia
$33K
MCM
774
MV Capital Management
Maryland
$33K
TCM
775
Tradewinds Capital Management
Washington
$32K +$257 +3 +0.8%