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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AW
951
Avion Wealth
Texas
$7K +$1.57K +16 +29%
HWP
952
Highline Wealth Partners
California
$6.88K +$5.49K +56 +560%
BCWM
953
Bartlett & Co Wealth Management
Ohio
$6.88K +$5.78K +59 +843%
VCM
954
Versant Capital Management
Arizona
$6.67K +$5.59K +57 +814%
CA
955
Crewe Advisors
Utah
$6.57K -$12.9K -132 -68%
SFA
956
Semmax Financial Advisors
North Carolina
$6.48K
FRA
957
Front Row Advisors
California
$6.05K
B
958
Birchbrook
Maine
$5.99K
ANBT
959
American National Bank & Trust
Texas
$5.73K +$5.39K +55 New
BBHC
960
Brown Brothers Harriman & Co
New York
$5.32K -$9.8K -100 -66%
FGA
961
Fortis Group Advisors
New Jersey
$5.21K
PBK
962
Peoples Bank (Kansas)
Kansas
$5.21K
RWA
963
Redmont Wealth Advisors
Illinois
$4.8K
Kayne Anderson Rudnick Investment Management
964
Kayne Anderson Rudnick Investment Management
California
$4.55K +$588 +6 +16%
AP
965
Aspect Partners
Virginia
$4.38K +$3.04K +31 +282%
CWC
966
Carolinas Wealth Consulting
North Carolina
$3.54K
NECFA
967
New England Capital Financial Advisors
Connecticut
$3.54K
EBA
968
Eagle Bay Advisors
New York
$3.54K +$3.33K +34 New
TFM
969
TFC Financial Management
Massachusetts
$3.35K +$588 +6 +23%
BAM
970
Belpointe Asset Management
Nevada
$3.25K +$3.04K +31 New
PCMC
971
Planning Capital Management Corporation
Pennsylvania
$3.23K
HB
972
Horizon Bancorp
Indiana
$3K
CPG
973
Cornerstone Planning Group
New Jersey
$3K +$1.76K +18 +200%
WWP
974
WR Wealth Planners
Missouri
$2.92K +$1.37K +14 +100%
MFT
975
Moisand Fitzgerald Tamayo
Florida
$2.29K