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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
OP
851
ORG Partners
Indiana
$49.9K +$47K +480 New
FF
852
Friedenthal Financial
New Jersey
$49.6K +$46.6K +476 New
MCM
853
Manchester Capital Management
Vermont
$48.8K +$13.6K +139 +42%
SWM
854
Spire Wealth Management
Virginia
$48.3K -$121K -1,234 -73%
PB
855
Pinnacle Bancorp
Nebraska
$46.9K
OWA
856
Opal Wealth Advisors
New York
$46K -$1.96K -20 -4%
Twin Tree Management
857
Twin Tree Management
Texas
$45.6K +$42.8K +437 New
FCA
858
FinTrust Capital Advisors
South Carolina
$44.7K +$26.7K +272 +173%
CWM
859
Compass Wealth Management
Connecticut
$41.7K
SA
860
Scarborough Advisors
Maryland
$41.6K +$784 +8 +2%
ADL
861
Asset Dedication LLC
California
$41.2K +$4.31K +44 +13%
ACA
862
Atlas Capital Advisors
Wyoming
$41.1K
PTC
863
Private Trust Company
Ohio
$37.1K -$44.3K -452 -56%
SS
864
Sunbelt Securities
Texas
$37K +$196 +2 +0.6%
PGAM
865
Princeton Global Asset Management
New Jersey
$36.5K
SCM
866
Silvant Capital Management
Georgia
$36.3K
NFSG
867
Newbridge Financial Services Group
Florida
$35.8K
PSB
868
Piscataqua Savings Bank
New Hampshire
$35.2K
WFA
869
West Financial Advisors
Iowa
$33.4K
CC
870
Cypress Capital
Tennessee
$31.7K +$29.8K +304 New
JFA
871
JNBA Financial Advisors
Minnesota
$31.3K
IWP
872
IAG Wealth Partners
Wisconsin
$31.3K -$39.2K -400 -57%
FMP
873
Financial Management Professionals
Texas
$31K +$16.3K +166 +122%
CA
874
Centerpoint Advisors
Massachusetts
$31K +$29.4K +300 New
RA
875
Rise Advisors
New York
$30.6K +$196 +2 +0.7%