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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
951
Raffa Wealth Management
District of Columbia
$7.61K – – –
RF
952
Robinswood Financial
Washington
$7.51K – – –
DF
953
Dunhill Financial
United Kingdom
$7.2K +$98 +1 +1%
AW
954
Avion Wealth
Texas
$7K +$1.57K +16 +29%
HWP
955
Highline Wealth Partners
California
$6.88K +$5.49K +56 +560%
BCWM
956
Bartlett & Co Wealth Management
Ohio
$6.88K +$5.78K +59 +843%
VCM
957
Versant Capital Management
Arizona
$6.67K +$5.59K +57 +814%
CA
958
Crewe Advisors
Utah
$6.57K -$12.9K -132 -68%
SFA
959
Semmax Financial Advisors
North Carolina
$6.48K – – –
FRA
960
Front Row Advisors
California
$6.05K – – –
B
961
Birchbrook
Maine
$5.99K – – –
ANBT
962
American National Bank & Trust
Texas
$5.73K +$5.39K +55 New
BBHC
963
Brown Brothers Harriman & Co
New York
$5.32K -$9.8K -100 -66%
FGA
964
Fortis Group Advisors
New Jersey
$5.21K – – –
PBK
965
Peoples Bank (Kansas)
Kansas
$5.21K – – –
RWA
966
Redmont Wealth Advisors
Illinois
$4.8K – – –
Kayne Anderson Rudnick Investment Management
967
Kayne Anderson Rudnick Investment Management
California
$4.55K +$588 +6 +16%
AP
968
Aspect Partners
Virginia
$4.38K +$3.04K +31 +282%
CWC
969
Carolinas Wealth Consulting
North Carolina
$3.54K – – –
NECFA
970
New England Capital Financial Advisors
Connecticut
$3.54K – – –
EBA
971
Eagle Bay Advisors
New York
$3.54K +$3.33K +34 New
TFM
972
TFC Financial Management
Massachusetts
$3.35K +$588 +6 +23%
BAM
973
Belpointe Asset Management
Nevada
$3.25K +$3.04K +31 New
PCMC
974
Planning Capital Management Corporation
Pennsylvania
$3.23K – – –
HB
975
Horizon Bancorp
Indiana
$3K – – –