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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
826
Heritage Wealth Advisors
Virginia
– -$21.6K -330 Closed
EE
827
EWG Elevate
California
– -$20.1K -306 Closed
CAS
828
Coppell Advisory Solutions
Texas
– -$19.7K -300 Closed
CASC
829
Coppell Advisory Solutions Corp
Texas
– -$19.7K -300 Closed
LFG
830
Larson Financial Group
Missouri
– -$19.7K -300 Closed
ZIG
831
Zullo Investment Group
Pennsylvania
– -$19K -290 Closed
WOSD
832
WFA of San Diego
California
– -$6.55K -100 Closed
ECM
833
Estabrook Capital Management
New York
– -$3.93K -60 Closed
CTB
834
Country Trust Bank
Illinois
– -$3.6K -55 Closed
SC
835
Sierra Capital
Florida
– -$4K -55 Closed
First Manhattan
836
First Manhattan
New York
– -$3.54K -54 Closed
JFGIW
837
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$1.77K -27 Closed
RFS
838
Retirement Financial Solutions
Tennessee
– -$1.57K -24 Closed
ANBT
839
American National Bank & Trust
Texas
– -$1K -15 Closed
FA
840
Fiduciary Alliance
South Carolina
– -$590 -9 Closed
MPCL
841
My Personal CFO LLC
Washington
– -$590 -9 Closed
AA
842
Addison Advisors
Vermont
– -$393 -6 Closed
LF
843
Lee Financial
Texas
– -$262 -4 Closed
GKIM
844
GW&K Investment Management
Massachusetts
– +$218 +3 New
CAL
845
Capital Advisors Ltd
Ohio
– +$363 +5 New