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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
751
Keebeck Wealth Management
Illinois
-$43K -844 Closed
BSAM
752
Blue Square Asset Management
New York
-$42K -805 Closed
MWA
753
Moser Wealth Advisors
Washington
-$26K -504 Closed
PCS
754
Personal CFO Solutions
New Jersey
-$25.5K -465 -9%
FANJ
755
Financial Architects (New Jersey)
New Jersey
-$23K -451 Closed
FWM
756
FSA Wealth Management
Massachusetts
-$22K -429 Closed
ACA
757
Atlas Capital Advisors
Wyoming
-$21.6K -417 Closed
ClearBridge Investments
758
ClearBridge Investments
New York
-$21K -400 Closed
LWA
759
Lenox Wealth Advisors
New York
-$16K -305 Closed
SFPG
760
Stonebridge Financial Planning Group
Florida
-$15K -284 Closed
BL
761
Balentine LLC
Georgia
-$14K -279 Closed
TWP
762
TFO Wealth Partners
Ohio
-$13K -250 Closed
DSC
763
Duncker Streett & Co
Missouri
-$12K -241 Closed
GWMIA
764
Global Wealth Management Investment Advisory
Florida
-$12K -228 Closed
AIL
765
AGF Investments LLC
Ontario, Canada
-$11K -219 Closed
CCM
766
Covington Capital Management
California
-$10K -200 Closed
GFPC
767
Global Financial Private Client
Florida
-$8.69K -162 Closed
HFA
768
Hoover Financial Advisors
Pennsylvania
-$8K -157 Closed
JSC
769
Jackson Square Capital
California
-$7K -135 Closed
THWM
770
Taylor Hoffman Wealth Management
Virginia
-$6K -124 Closed
AWM
771
Apollon Wealth Management
South Carolina
-$6K -107 Closed
Kayne Anderson Rudnick Investment Management
772
Kayne Anderson Rudnick Investment Management
California
-$2K -32 Closed
CCM
773
Cribstone Capital Management
Maine
-$1K -24 Closed
TWA
774
TCI Wealth Advisors
Arizona
+$439 +8 +267%
TFM
775
TFC Financial Management
Massachusetts
+$494 +9 New