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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BG
876
Bollard Group
Massachusetts
$119K
MHR
877
Matthew Hamilton Rosenberg
$113K +$8.75K +75 +9%
IA
878
IFP Advisors
Florida
$113K -$7.82K -67 -7%
NS
879
NBC Securities
Alabama
$111K -$10.9K -93 -10%
AGWCA
880
Annis Gardner Whiting Capital Advisors
Florida
$109K +$11.9K +102 +14%
PGAM
881
Princeton Global Asset Management
New Jersey
$106K +$55.9K +479 +137%
PFA
882
Pathway Financial Advisers
Indiana
$105K +$117 +1 +0.1%
FUBT
883
First United Bank & Trust
Maryland
$102K
CF
884
Centaurus Financial
California
$101K +$91.9K +788 New
GIA
885
GHP Investment Advisors
Colorado
$99.2K +$11.2K +96 +14%
QC
886
Quent Capital
New York
$97.2K
BGAI
887
Bruce G. Allen Investments
Colorado
$95.4K -$2.33K -20 -3%
HWA
888
HHM Wealth Advisors
Tennessee
$89.6K
WB
889
Webster Bank
Connecticut
$89.6K
CT
890
Clearstead Trust
Maine
$89K -$2.33K -20 -3%
GBT
891
Grove Bank & Trust
Florida
$88.2K +$3.38K +29 +4%
WAG
892
Wiser Advisor Group
Arizona
$82.4K +$350 +3 +0.5%
LFG
893
Larson Financial Group
Missouri
$81.4K +$74.2K +636 New
GEA
894
Glen Eagle Advisors
New Jersey
$80.2K
FHA
895
First Horizon Advisors
Tennessee
$78.9K -$39.1K -335 -35%
CT
896
Caldwell Trust
Florida
$78.1K
C
897
Covestor
United Kingdom
$77K +$39.2K +336 +126%
CFO
898
CVA Family Office
Colorado
$74K +$1.52K +13 +2%
MIA
899
MeadowBrook Investment Advisors
Michigan
$73.5K
DMBA
900
Deseret Mutual Benefit Administrators
Utah
$72.5K