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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
801
Strategy Asset Managers
California
$695K +$7.11K +36 +1%
SFGP
802
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$693K +$1.58K +8 +0.2%
CFP
803
Catalyst Financial Partners
Massachusetts
$689K +$246K +1,243 +55%
CFCI
804
Comprehensive Financial Consultants Institutional
Indiana
$687K – – –
WC
805
Westerkirk Capital
$686K – – –
GS
806
GWN Securities
Florida
$678K +$43.7K +221 +7%
FWA
807
FSM Wealth Advisors
Ohio
$672K +$323K +1,634 +93%
LC
808
LCNB Corp
Ohio
$671K – – –
GSEP
809
Golden State Equity Partners
California
$668K +$166K +842 +33%
PWW
810
Pettyjohn Wood & White
Virginia
$667K – – –
GIA
811
Gateway Investment Advisers
Ohio
$665K +$269K +1,360 +68%
HAG
812
HF Advisory Group
Maryland
$660K -$9.49K -48 -1%
HFM
813
Harvest Fund Management
China
$657K -$3.47M -17,548 -84%
ESC
814
Eurizon SLJ Capital
$652K -$223K -1,130 -26%
PWMG
815
Pinnacle Wealth Management Group
Michigan
$649K +$1.58K +8 +0.2%
KFGK
816
Keystone Financial Group (Kentucky)
Kentucky
$649K +$23.3K +118 +4%
SCM
817
Shelton Capital Management
Colorado
$648K – – –
FAFN
818
First Affirmative Financial Network
Colorado
$647K +$647K +3,273 New
CIM
819
Cambria Investment Management
California
$643K -$121K -614 -16%
BHA
820
Beech Hill Advisors
New York
$643K – – –
FPAS
821
Focus Partners Advisor Solutions
Missouri
$642K -$248K -1,255 -28%
OWP
822
Obermeyer Wealth Partners
Colorado
$633K -$790 -4 -0.1%
LSPW
823
Lake Street Private Wealth
Illinois
$626K -$54.5K -276 -8%
Koshinski Asset Management
824
Koshinski Asset Management
Illinois
$625K -$42.1K -213 -6%
HI
825
Hendershot Investments
Virginia
$618K – – –