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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SW
976
SMART Wealth
Nebraska
$456K +$425K +2,010 New
BFC
977
Blue Fin Capital
Rhode Island
$456K -$39.5K -187 -9%
HR
978
Hardy Reed
Mississippi
$455K +$6.98K +33 +2%
CWM
979
C2C Wealth Management
Arizona
$454K
CLIP
980
Colter Lewis Investment Partners
Connecticut
$454K +$423K +2,000 New
CTC
981
Cetera Trust Company
Minnesota
$452K
Fisher Asset Management
982
Fisher Asset Management
Washington
$450K +$123K +583 +42%
PTC
983
Private Trust Company
Ohio
$449K +$29.4K +139 +8%
WFA
984
Wellspring Financial Advisors
Ohio
$446K -$423 -2 -0.1%
PFA
985
Providence Financial Advisors
Kansas
$446K +$1.69K +8 +0.4%
CC
986
Commons Capital
Massachusetts
$444K +$846 +4 +0.2%
NRC
987
New Republic Capital
North Carolina
$444K +$5.71K +27 +1%
DWS
988
Discipline Wealth Solutions
South Carolina
$443K +$7.19K +34 +2%
BWFA
989
Baltimore-Washington Financial Advisors
Maryland
$443K -$4.65K -22 -1%
PE
990
PCM Encore
Colorado
$441K +$28.3K +134 +7%
OL
991
Optas LLC
Texas
$441K +$19.7K +93 +5%
GFP
992
Gryphon Financial Partners
Ohio
$437K -$1.9K -9 -0.5%
OL
993
OneFund LLC
Florida
$436K +$6.76K +32 +2%
RFC
994
Regions Financial Corp
Alabama
$433K +$1.06K +5 +0.3%
ZBNA
995
Zions Bancorporation, National Association
Utah
$431K -$3.59K -17 -0.9%
CWG
996
Cornerstone Wealth Group
North Carolina
$429K +$29.6K +140 +8%
CTA
997
Colonial Trust Advisors
South Carolina
$429K
PFG
998
Prosperity Financial Group
California
$425K +$3.38K +16 +0.9%
BWM
999
Bullock Wealth Management
Indiana
$425K +$390K +1,844 New
PIA
1000
Perennial Investment Advisors
California
$422K +$75.9K +359 +24%