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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
776
Institutional & Family Asset Management
Colorado
$10K +$1.02K +13 +12%
AC
777
Avestar Capital
New York
$9K – – –
PFSC
778
Peoples Financial Services Corp
Pennsylvania
$9K – – –
CI
779
CX Institutional
Indiana
$9K +$1.18K +15 +16%
EWM
780
Executive Wealth Management
Michigan
$9K +$1.49K +19 +21%
AWM
781
Avior Wealth Management
Nebraska
$8K -$2.12K -27 -23%
FRA
782
Front Row Advisors
California
$8K – – –
IAS
783
IMA Advisory Services
Colorado
$8K – – –
MSFP
784
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
Walleye Trading
785
Walleye Trading
New York
$8K +$7.23K +92 New
BWM
786
Baystate Wealth Management
Massachusetts
$7K +$6.37K +81 New
CQS
787
Credential Qtrade Securities
$6.03K +$5.82K +74 New
FLPIM
788
F.L. Putnam Investment Management
Massachusetts
$6K +$5.66K +72 New
AIM
789
Advantage Investment Management
Iowa
$5K – – –
TA
790
TCG Advisors
Texas
$5K +$79 +1 +2%
WCG
791
Weaver Consulting Group
California
$5K +$5.03K +64 New
TFO
792
Tarbox Family Office
California
$4K – – –
HS
793
Horan Securities
United States
$4K +$3.54K +45 New
CHC
794
City Holding Co
West Virginia
$4K +$3.93K +50 New
BFC
795
Bedel Financial Consulting
Indiana
$3K – – –
IF
796
Ironwood Financial
Arizona
$3K – – –
MPWT
797
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
Kayne Anderson Rudnick Investment Management
798
Kayne Anderson Rudnick Investment Management
California
$3K +$2.52K +32 New
RIA
799
RPG Investment Advisory
California
$2K – – –
FPFS
800
First Personal Financial Services
North Carolina
$2K +$1.49K +19 New