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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
751
SNS Financial Group
Minnesota
$220K +$206K +2,107 New
TSMHT
752
Thurston Springer Miller Herd & Titak
Indiana
$219K +$206K +2,105 New
NWM
753
Northcape Wealth Management
New York
$218K +$205K +2,092 New
WA
754
Wealth Alliance
New York
$217K +$204K +2,080 New
SPC
755
Sigma Planning Corp
Michigan
$216K -$60.6K -618 -23%
CCA
756
Childress Capital Advisors
Texas
$216K +$203K +2,067 New
TCM
757
Tuttle Capital Management
Connecticut
$214K +$202K +2,060 New
SIA
758
Sit Investment Associates
Minnesota
$213K -$14.7K -150 -7%
CIBC Private Wealth Group
759
CIBC Private Wealth Group
Georgia
$211K +$3.04K +31 +2%
WWM
760
Western Wealth Management
Colorado
$211K +$199K +2,026 New
BWP
761
BSW Wealth Partners
Colorado
$209K +$197K +2,007 New
CWM
762
C2C Wealth Management
Arizona
$209K +$196K +2,000 New
EWM
763
Echo Wealth Management
Minnesota
$209K +$196K +2,000 New
GAG
764
GM Advisory Group
New York
$209K +$196K +2,000 New
SC
765
Sykon Capital
New York
$209K +$196K +2,000 New
CC
766
Commons Capital
Massachusetts
$208K +$196K +1,999 New
SB
767
Strategic Blueprint
Georgia
$207K -$18.7K -191 -9%
DWM
768
Dogwood Wealth Management
Kansas
$207K +$84.5K +862 +77%
RFC
769
Regions Financial Corp
Alabama
$205K +$192K +1,962 New
BCCM
770
Bridge Creek Capital Management
Massachusetts
$204K +$191K +1,953 New
EWA
771
EverSource Wealth Advisors
Alabama
$203K -$4.12K -42 -2%
MPWT
772
MassMutual Private Wealth & Trust
Connecticut
$202K +$19.7K +201 +12%
NP
773
Ninepoint Partners
Ontario, Canada
$189K
BTI
774
Blue Trust Inc
Georgia
$188K +$163K +1,663 +471%
CH
775
Cromwell Holdings
Wyoming
$186K +$175K +1,781 New