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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
776
CSat Investment Advisory
Michigan
$10K +$300 +4 +3%
DWM
777
Destination Wealth Management
California
$10K +$9.75K +130 New
RTC
778
Riverview Trust Company
Washington
$10K +$9.98K +133 New
AC
779
Avestar Capital
New York
$9K – – –
PFSC
780
Peoples Financial Services Corp
Pennsylvania
$9K – – –
IFAM
781
Institutional & Family Asset Management
Colorado
$9K +$900 +12 +12%
AWM
782
Avior Wealth Management
Nebraska
$9K +$6.9K +92 +341%
FRA
783
Front Row Advisors
California
$8K – – –
IAS
784
IMA Advisory Services
Colorado
$8K – – –
MSFP
785
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
EWM
786
Executive Wealth Management
Michigan
$7K -$1.2K -16 -15%
CHP
787
Cable Hill Partners
Oregon
$7K – – –
CI
788
CX Institutional
Indiana
$7K +$5.63K +75 +469%
GI
789
Gradient Investments
Minnesota
$6K -$31K -413 -85%
AIC
790
Archer Investment Corporation
Indiana
$6K – – –
RFM
791
Royal Fund Management
Florida
$5K -$1.88K -25 -27%
OFW
792
Omnia Family Wealth
Florida
$5K – – –
TA
793
TCG Advisors
Texas
$5K +$4.65K +62 New
SCM
794
Shelton Capital Management
Colorado
$4.39K -$199K -2,651 -89%
AIM
795
Advantage Investment Management
Iowa
$4K -$17.8K -237 -80%
TFO
796
Tarbox Family Office
California
$4K – – –
MPWT
797
MassMutual Private Wealth & Trust
Connecticut
$3.1K -$18.2K -243 -86%
BFC
798
Bedel Financial Consulting
Indiana
$3K – – –
ESB
799
Essex Savings Bank
Connecticut
$3K – – –
IF
800
Ironwood Financial
Arizona
$3K – – –
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