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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CTB
776
Country Trust Bank
Illinois
$5K – – –
CA
777
Crewe Advisors
Utah
$5K – – –
SC
778
Sierra Capital
Florida
$5K +$4.58K +55 New
AF
779
Arrow Financial
New York
$5K +$4.92K +59 New
SC
780
Stephens Consulting
Michigan
$4.37K +$4.25K +51 New
IFAM
781
Institutional & Family Asset Management
Colorado
$4K -$1.83K -22 -32%
CI Investments Inc
782
CI Investments Inc
Ontario, Canada
$4K – – –
CPFP
783
Clear Perspectives Financial Planning
Ohio
$4K – – –
CWA
784
Clearview Wealth Advisors
Oregon
$4K – – –
FMP
785
Financial Management Professionals
Texas
$4K – – –
HR
786
Howe & Rusling
New York
$4K – – –
BWM
787
BerganKDV Wealth Management
Minnesota
$3K – – –
PP
788
Pacifica Partners
Canada
$3K – – –
TWP
789
TFO Wealth Partners
Ohio
$3K +$667 +8 +25%
PGAM
790
Princeton Global Asset Management
New Jersey
$3K +$3.08K +37 New
KFP
791
KB Financial Partners
New Jersey
$3K +$3.33K +40 New
HFS
792
Horizon Financial Services
North Carolina
$2.14K – – –
AP
793
Arlington Partners
Alabama
$2K +$1.75K +21 New
LWA
794
Lenox Wealth Advisors
New York
$1K -$5.59K -67 -84%
RAM
795
Riggs Asset Management
Pennsylvania
$1K – – –
TFM
796
TFC Financial Management
Massachusetts
$1K – – –
CAL
797
Capital Advisors Ltd
Ohio
$1K +$500 +6 New
CWP
798
Concord Wealth Partners
Virginia
$1K +$667 +8 New
BA
799
Bivin & Associates
Oklahoma
$1K +$834 +10 New
CSWM
800
Cassady Schiller Wealth Management
Ohio
$1K +$1.17K +14 New