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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
776
Lowe Wealth Advisors
Maryland
$16K – – –
GWS
777
Glassman Wealth Services
Virginia
$15K – – –
IFAM
778
Institutional & Family Asset Management
Colorado
$15K +$3.65K +42 +34%
SWM
779
Selective Wealth Management
Virginia
$13K +$12.2K +140 New
MRCM
780
M&R Capital Management
New Jersey
$12K – – –
WC
781
Weil Company
California
$12K +$11.8K +136 New
THWM
782
Taylor Hoffman Wealth Management
Virginia
$11K – – –
TWA
783
TCI Wealth Advisors
Arizona
$11K – – –
FGAM
784
Financial Gravity Asset Management
Texas
$10K -$5.83K -67 -37%
PFSC
785
Peoples Financial Services Corp
Pennsylvania
$10K – – –
CI
786
CX Institutional
Indiana
$10K +$696 +8 +8%
Canada Pension Plan Investment Board
787
Canada Pension Plan Investment Board
Ontario, Canada
$9K -$11.1M -127,805 -100%
FRA
788
Front Row Advisors
California
$9K -$435 -5 -5%
IAS
789
IMA Advisory Services
Colorado
$9K – – –
CHC
790
City Holding Co
West Virginia
$9K +$4.35K +50 +100%
CBT
791
Capital Bank & Trust
California
$9K +$8.53K +98 New
EI
792
Ellevest Inc
New York
$9K +$8.7K +100 New
LFG
793
Larson Financial Group
Missouri
$9K +$8.7K +100 New
SBL
794
Sargent Bickham Lagudis
Colorado
$9K +$8.7K +100 New
KWA
795
KCS Wealth Advisory
California
$8.61K +$8.27K +95 New
AWM
796
Avior Wealth Management
Nebraska
$8K – – –
GWAG
797
Garrett Wealth Advisory Group
Texas
$5.89K +$5.66K +65 New
TFO
798
Tarbox Family Office
California
$5K – – –
WCG
799
Weaver Consulting Group
California
$5K – – –
NIC
800
Northwest Investment Counselors
Oregon
$5K +$4.35K +50 New