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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
751
Callan Family Office
Pennsylvania
$490K -$128K -895 -22%
SAI
752
Savvy Advisors Inc
New York
$479K +$47.3K +332 +12%
OWP
753
Obermeyer Wealth Partners
Colorado
$479K -$190K -1,330 -30%
HSA
754
HBK Sorce Advisory
Pennsylvania
$479K +$2.85K +20 +0.6%
SICM
755
Sustainable Insight Capital Management
New York
$478K -$71.2K -500 -14%
BWP
756
Balboa Wealth Partners
Arizona
$476K +$83.1K +583 +23%
JCM
757
Jacobi Capital Management
Pennsylvania
$474K +$68.1K +478 +18%
KWA
758
Kingswood Wealth Advisors
California
$473K -$139K -974 -24%
GLA
759
Great Lakes Advisors
Illinois
$472K -$93.8K -658 -18%
MFG
760
Mission Financial Group
Nevada
$471K +$339K +2,381 New
Koshinski Asset Management
761
Koshinski Asset Management
Illinois
$464K +$51.2K +359 +13%
DAC
762
Dividend Assets Capital
South Carolina
$460K
HCM
763
Howard Capital Management
Georgia
$457K -$54.7K -384 -11%
SYBT
764
Stock Yards Bank & Trust
Kentucky
$456K
RFC
765
Regions Financial Corp
Alabama
$455K +$143K +1,004 +51%
BPWM
766
Badgley Phelps Wealth Managers
Washington
$455K +$16.8K +118 +4%
LFA
767
Legacy Financial Advisors
Kentucky
$455K +$25.6K +180 +6%
PCS
768
Personal CFO Solutions
New Jersey
$453K -$32.3K -227 -7%
PCA
769
Purkiss Capital Advisors
Connecticut
$452K +$74.2K +521 +21%
KP
770
Keel Point
Alabama
$451K +$70.1K +492 +20%
CIM
771
Cambria Investment Management
California
$449K -$194K -1,361 -32%
KFGK
772
Keystone Financial Group (Kentucky)
Kentucky
$446K +$570 +4 +0.1%
AC
773
Avestar Capital
New York
$445K -$42K -295 -9%
NWAG
774
Net Worth Advisory Group
Utah
$443K -$193K -1,353 -32%
LCG
775
Lynx Capital Group
Ohio
$441K -$17.5K -123 -4%