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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
751
Warwick Investment Management
Texas
$223K -$49.9K -509 -19%
VCA
752
Verdence Capital Advisors
Maryland
$221K +$208K +2,120 New
SFG
753
SNS Financial Group
Minnesota
$220K +$206K +2,107 New
TSMHT
754
Thurston Springer Miller Herd & Titak
Indiana
$219K +$206K +2,105 New
NWM
755
Northcape Wealth Management
New York
$218K +$205K +2,092 New
WA
756
Wealth Alliance
New York
$217K +$204K +2,080 New
SPC
757
Sigma Planning Corp
Michigan
$216K -$60.6K -618 -23%
CCA
758
Childress Capital Advisors
Texas
$216K +$203K +2,067 New
TCM
759
Tuttle Capital Management
Connecticut
$214K +$202K +2,060 New
SIA
760
Sit Investment Associates
Minnesota
$213K -$14.7K -150 -7%
CIBC Private Wealth Group
761
CIBC Private Wealth Group
Georgia
$211K +$3.04K +31 +2%
WWM
762
Western Wealth Management
Colorado
$211K +$199K +2,026 New
BWP
763
BSW Wealth Partners
Colorado
$209K +$197K +2,007 New
CWM
764
C2C Wealth Management
Arizona
$209K +$196K +2,000 New
EWM
765
Echo Wealth Management
Minnesota
$209K +$196K +2,000 New
GAG
766
GM Advisory Group
New York
$209K +$196K +2,000 New
SC
767
Sykon Capital
New York
$209K +$196K +2,000 New
CC
768
Commons Capital
Massachusetts
$208K +$196K +1,999 New
SB
769
Strategic Blueprint
Georgia
$207K -$18.7K -191 -9%
DWM
770
Dogwood Wealth Management
Kansas
$207K +$84.5K +862 +77%
RFC
771
Regions Financial Corp
Alabama
$205K +$192K +1,962 New
BCCM
772
Bridge Creek Capital Management
Massachusetts
$204K +$191K +1,953 New
EWA
773
EverSource Wealth Advisors
Alabama
$203K -$4.12K -42 -2%
MPWT
774
MassMutual Private Wealth & Trust
Connecticut
$202K +$19.7K +201 +12%
NP
775
Ninepoint Partners
Ontario, Canada
$189K – – –