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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
926
Venturi Wealth Management
Texas
$4.86K +$4.71K +52 New
FGA
927
Fortis Group Advisors
New Jersey
$4.67K -$4.53K -50 -50%
PCA
928
Providence Capital Advisors
North Carolina
$4.67K – – –
PBK
929
Peoples Bank (Kansas)
Kansas
$4.67K +$4.53K +50 New
RWA
930
Redmont Wealth Advisors
Illinois
$4.3K +$4.17K +46 New
Kayne Anderson Rudnick Investment Management
931
Kayne Anderson Rudnick Investment Management
California
$3.52K -$32.7K -361 -91%
FRA
932
Frank Rimerman Advisors
California
$3.27K – – –
NECFA
933
New England Capital Financial Advisors
Connecticut
$3.18K – – –
CWC
934
Carolinas Wealth Consulting
North Carolina
$3.18K +$453 +5 +17%
PVH
935
Psagot Value Holdings
Israel
$3K -$3.8K -42 -61%
PCMC
936
Planning Capital Management Corporation
Pennsylvania
$2.9K – – –
CP
937
Castleview Partners
Texas
$2.8K -$42.6K -470 -94%
TFM
938
TFC Financial Management
Massachusetts
$2.44K +$362 +4 +18%
MFT
939
Moisand Fitzgerald Tamayo
Florida
$2.06K – – –
T
940
Tidemark
California
$2.06K – – –
HB
941
Horizon Bancorp
Indiana
$2K – – –
WCM
942
Westend Capital Management
California
$1.96K +$1.9K +21 New
PWMG
943
Private Wealth Management Group
New Jersey
$1.87K – – –
FSWA
944
Financial Synergies Wealth Advisors
Texas
$1.78K +$1.72K +19 New
GWSG
945
GPS Wealth Strategies Group
Colorado
$1.59K – – –
TCA
946
Trifecta Capital Advisors
Illinois
$1.4K – – –
CAC
947
Core Alternative Capital
Georgia
$1.31K -$14.7K -162 -92%
WWP
948
WR Wealth Planners
Missouri
$1.31K +$1.27K +14 New
AP
949
Aspect Partners
Virginia
$1.03K -$815 -9 -45%
NL
950
NVWM LLC
Pennsylvania
$1.03K +$996 +11 New