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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
851
Childress Capital Advisors
Texas
$382K +$53.1K +355 +17%
IA
852
IFG Advisory
Georgia
$382K +$598 +4 +0.2%
RPGNY
853
Retirement Planning Group (New York)
New York
$381K
CIBC Private Wealth Group
854
CIBC Private Wealth Group
Georgia
$378K +$36.3K +243 +11%
FNBOMD
855
First National Bank of Mount Dora
Florida
$377K
BF
856
bLong Financial
Tennessee
$377K
JSW
857
Journey Strategic Wealth
New Jersey
$371K +$360K +2,411 New
ASN
858
Advisory Services Network
Georgia
$370K -$52.2K -349 -13%
CSIC
859
Clifford Swan Investment Counsel
California
$370K +$299 +2 +0.1%
MG
860
Mather Group
Illinois
$361K +$7.62K +51 +2%
CI
861
Cambiar Investors
Colorado
$360K -$4.93K -33 -1%
PS
862
Planned Solutions
California
$355K
MIM
863
MTM Investment Management
South Carolina
$354K
AI
864
Atom Investors
Texas
$353K -$2.84K -19 -0.8%
AWA
865
AGH Wealth Advisors
Kansas
$347K +$1.34K +9 +0.4%
CGL
866
Clarius Group LLC
Washington
$343K -$45.1K -302 -12%
PAS
867
Parsonex Advisory Services
Colorado
$341K +$332K +2,221 New
GSEP
868
Golden State Equity Partners
California
$340K +$49.5K +331 +18%
BFC
869
Blue Fin Capital
Rhode Island
$340K
WIA
870
World Investment Advisors
California
$337K -$30.6K -205 -9%
PK
871
Pflug Koory
Nebraska
$337K
PPA
872
Painted Porch Advisors
California
$337K -$53.2K -356 -14%
SWM
873
Shelton Wealth Management
Texas
$336K +$1.49K +10 +0.5%
PSFG
874
Park Square Financial Group
Georgia
$334K +$22.4K +150 +7%
VCA
875
Verdence Capital Advisors
Maryland
$333K +$3.29K +22 +1%