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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
776
BDO Wealth Advisors
Florida
$16K
CNBTD
777
Citizens National Bank Trust Department
Mississippi
$15K
IAS
778
IMA Advisory Services
Colorado
$15K
LPWM
779
Lake Point Wealth Management
Texas
$15K
BAM
780
Bellevue Asset Management
Washington
$15K +$87 +1 +0.6%
FCA
781
FinTrust Capital Advisors
South Carolina
$15K +$2.78K +32 +26%
CT
782
Cambridge Trust
Massachusetts
$14K -$7.38K -85 -36%
CA
783
Centerpoint Advisors
Massachusetts
$14K
MW
784
Milestone Wealth
New York
$14K
HBW
785
Hazlett, Burt & Watson
West Virginia
$14K +$12.3K +142 New
SWM
786
Selective Wealth Management
Virginia
$13K -$26.1K -300 -68%
CFFP
787
Center for Financial Planning
Michigan
$13K
CSB
788
City State Bank
Iowa
$13K
MRCM
789
M&R Capital Management
New Jersey
$12K
TWA
790
TCI Wealth Advisors
Arizona
$12K
WWM
791
Wolff Wiese Magana
California
$12K
HWMA
792
Heritage Wealth Management (Arizona)
Arizona
$12K +$10.4K +120 New
IRC
793
Investors Research Corp
Georgia
$11K -$11.7K -135 -54%
PFA
794
Professional Financial Advisors
Nebraska
$11K
CAC
795
Core Alternative Capital
Georgia
$11K +$434 +5 +5%
WPA
796
West Paces Advisors
Georgia
$10.6K +$869 +10 +10%
TAM
797
Tucker Asset Management
Colorado
$10.2K
LCM
798
Logan Capital Management
Pennsylvania
$10K -$3.04K -35 -26%
RDIA
799
RE Dickinson Investment Advisors
Iowa
$10K
MA
800
Montag & Associates
Georgia
$9K