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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
THWM
776
Taylor Hoffman Wealth Management
Virginia
$10K – – –
CWA
777
Clarus Wealth Advisors
Arizona
$10K +$75 +1 +0.8%
CIA
778
CSat Investment Advisory
Michigan
$10K +$300 +4 +3%
DWM
779
Destination Wealth Management
California
$10K +$9.75K +130 New
RTC
780
Riverview Trust Company
Washington
$10K +$9.98K +133 New
AC
781
Avestar Capital
New York
$9K – – –
PFSC
782
Peoples Financial Services Corp
Pennsylvania
$9K – – –
IFAM
783
Institutional & Family Asset Management
Colorado
$9K +$900 +12 +12%
AWM
784
Avior Wealth Management
Nebraska
$9K +$6.9K +92 +341%
FRA
785
Front Row Advisors
California
$8K – – –
IAS
786
IMA Advisory Services
Colorado
$8K – – –
MSFP
787
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
EWM
788
Executive Wealth Management
Michigan
$7K -$1.2K -16 -15%
CHP
789
Cable Hill Partners
Oregon
$7K – – –
CI
790
CX Institutional
Indiana
$7K +$5.63K +75 +469%
GI
791
Gradient Investments
Minnesota
$6K -$31K -413 -85%
AIC
792
Archer Investment Corporation
Indiana
$6K – – –
RFM
793
Royal Fund Management
Florida
$5K -$1.88K -25 -27%
OFW
794
Omnia Family Wealth
Florida
$5K – – –
TA
795
TCG Advisors
Texas
$5K +$4.65K +62 New
SCM
796
Shelton Capital Management
Colorado
$4.39K -$199K -2,651 -89%
AIM
797
Advantage Investment Management
Iowa
$4K -$17.8K -237 -80%
TFO
798
Tarbox Family Office
California
$4K – – –
MPWT
799
MassMutual Private Wealth & Trust
Connecticut
$3.1K -$18.2K -243 -86%
BFC
800
Bedel Financial Consulting
Indiana
$3K – – –