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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
751
Strategic Asset Management
Minnesota
$29K – – –
C
752
Covestor
United Kingdom
$29K +$12.8K +147 +97%
AIM
753
Anchor Investment Management
South Carolina
$28.8K – – –
APC
754
Aspire Private Capital
North Carolina
$28K +$174 +2 +0.7%
EWM
755
Evermay Wealth Management
Virginia
$26K -$102K -1,170 -81%
EARNEST Partners
756
EARNEST Partners
Georgia
$24K – – –
HWM
757
Holloway Wealth Management
Florida
$24K – – –
NL
758
NVWM LLC
Pennsylvania
$24K – – –
WAS
759
Winch Advisory Services
Wisconsin
$23K – – –
MSFP
760
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
RTC
761
Riverview Trust Company
Washington
$22K +$20K +230 New
TAIM
762
TD Ameritrade Investment Management
Nebraska
$21K – – –
FP
763
Financial Perspectives
Minnesota
$20.8K – – –
S
764
Surevest
California
$20K – – –
AFG
765
Albion Financial Group
Utah
$19K -$35.3K -407 -67%
BBHC
766
Brown Brothers Harriman & Co
New York
$19K -$23.4K -269 -58%
CB
767
Community Bank
New York
$19K – – –
CC
768
Corsicana & Co
Texas
$19K – – –
GTAM
769
Global Trust Asset Management
Florida
$19K – – –
HPC
770
HM Payson & Co
Maine
$19K – – –
SN
771
Sittner & Nelson
Oregon
$19K +$2.17K +25 +15%
ADL
772
Asset Dedication LLC
California
$18K – – –
AWM
773
Avior Wealth Management
Nebraska
$18K – – –
ME
774
McIlrath & Eck
Washington
$18K – – –
EWA
775
EverSource Wealth Advisors
Alabama
$18K +$3.73K +43 +30%