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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
IA
826
IndexIQ Advisors
New York
$11K +$12K +140 New
THWM
827
Taylor Hoffman Wealth Management
Virginia
$10K – – –
FGAM
828
Financial Gravity Asset Management
Texas
$9K -$171 -2 -2%
CI
829
CX Institutional
Indiana
$9K – – –
PFSC
830
Peoples Financial Services Corp
Pennsylvania
$9K – – –
EWM
831
EPG Wealth Management
Georgia
$9K +$9.33K +109 New
CHC
832
City Holding Co
West Virginia
$8K – – –
FRA
833
Front Row Advisors
California
$8K – – –
IAS
834
IMA Advisory Services
Colorado
$8K – – –
SBL
835
Sargent Bickham Lagudis
Colorado
$8K – – –
AWM
836
Avior Wealth Management
Nebraska
$7K – – –
WCG
837
Weaver Consulting Group
California
$6K – – –
1832 Asset Management
838
1832 Asset Management
Ontario, Canada
$6K +$3K +35 +83%
FEG
839
Financial Enhancement Group
Indiana
$6K +$6.76K +79 New
SL
840
Savior LLC
Massachusetts
$6K +$6.76K +79 New
TFO
841
Tarbox Family Office
California
$5K +$171 +2 +4%
ST
842
Sageworth Trust
Pennsylvania
$5K +$5.14K +60 New
SWM
843
Sugarloaf Wealth Management
Georgia
$5K +$5.31K +62 New
CWA
844
Capital Wealth Alliance
Arizona
$5K +$5.39K +63 New
PWP
845
Personal Wealth Partners
Minnesota
$4K – – –
WCM
846
Wealthcare Capital Management
Virginia
$4K +$3.94K +46 New
BAM
847
Bellevue Asset Management
Washington
$4K +$4.28K +50 New
HWM
848
Howard Wealth Management
Connecticut
$4K +$4.28K +50 New
WFMPM
849
Woodley Farra Manion Portfolio Management
Indiana
$4K +$4.28K +50 New
EWA
850
Evolution Wealth Advisors
Florida
$4K +$4.37K +51 New