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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
751
BerganKDV Wealth Management
Minnesota
$2.74K – – –
MFT
752
Moisand Fitzgerald Tamayo
Florida
$2.65K – – –
PGAM
753
Princeton Global Asset Management
New Jersey
$2.65K – – –
BWS
754
Buck Wealth Strategies
Colorado
$2.51K +$2.54K +35 New
NECFA
755
New England Capital Financial Advisors
Connecticut
$2.44K – – –
CWC
756
Carolinas Wealth Consulting
North Carolina
$2.08K +$508 +7 +32%
HB
757
Horizon Bancorp
Indiana
$2K -$12.7K -175 -87%
TAIM
758
TD Ameritrade Investment Management
Nebraska
$2K -$580 -8 -28%
MA
759
MCF Advisors
Kentucky
$1.72K – – –
TFM
760
TFC Financial Management
Massachusetts
$1.3K +$653 +9 +100%
CP
761
Castleview Partners
Texas
$1.29K +$1.31K +18 New
GWSG
762
GPS Wealth Strategies Group
Colorado
$1.22K +$1.23K +17 New
EBA
763
Eagle Bay Advisors
New York
$1.07K – – –
TFA
764
Transamerica Financial Advisors
Florida
$1K -$1.31K -18 -95%
YDMI
765
Y.D. More Investments
Israel
$932 -$218 -3 -19%
CBT
766
Central Bank & Trust
Kentucky
$931 -$9.5K -131 -91%
HWP
767
Highline Wealth Partners
California
$717 – – –
BAAM
768
Baker Avenue Asset Management
California
$717 +$363 +5 +100%
RFG
769
RFP Financial Group
Georgia
$677 – – –
AssetMark Inc
770
AssetMark Inc
California
$502 +$508 +7 New
GFPC
771
Global Financial Private Client
Florida
$430 – – –
UFF
772
USA Financial Formulas
Michigan
$358 +$363 +5 New
BWM
773
Baystate Wealth Management
Massachusetts
$145 +$145 +2 New
BC
774
Brookfield Corp
Ontario, Canada
– -$80.2M -1,223,793 Closed
Alyeska Investment Group
775
Alyeska Investment Group
Illinois
– -$33.8M -515,417 Closed