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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
976
FineMark National Bank & Trust
Florida
$220K +$205K +1,438 New
VRM
977
Vectors Research Management
New York
$219K +$204K +1,430 New
RSWM
978
Robertson Stephens Wealth Management
California
$219K +$203K +1,427 New
OFG
979
Oxford Financial Group
Indiana
$218K +$203K +1,422 New
RIL
980
Rothschild Investment LLC
Illinois
$217K +$7.55K +53 +4%
MWM
981
Mattern Wealth Management
Kansas
$214K +$199K +1,400 New
CWG
982
Cornerstone Wealth Group
North Carolina
$214K +$199K +1,394 New
SCA
983
Stonebridge Capital Advisors
Minnesota
$213K +$198K +1,388 New
MCM
984
MV Capital Management
Maryland
$213K +$1.28K +9 +0.7%
CPIG
985
Chicago Partners Investment Group
Illinois
$212K +$200K +1,401 New
MSCM
986
McElhenny Sheffield Capital Management
Texas
$212K +$197K +1,381 New
BA
987
Bridgewater Advisors
New York
$211K +$198K +1,390 New
BHWM
988
Bar Harbor Wealth Management
New Hampshire
$210K +$195K +1,370 New
PFC
989
Phocas Financial Corp
California
$207K +$193K +1,354 New
HAM
990
Harmony Asset Management
Arizona
$207K +$192K +1,351 New
AWM
991
Aberdeen Wealth Management
Illinois
$207K +$192K +1,350 New
APC
992
Aspire Private Capital
North Carolina
$207K +$192K +1,350 New
XF
993
XML Financial
Maryland
$204K -$65K -456 -25%
AWM
994
Angeles Wealth Management
California
$204K +$190K +1,332 New
RAG
995
RIA Advisory Group
Iowa
$204K +$189K +1,329 New
MAWA
996
Moss Adams Wealth Advisors
Washington
$203K +$189K +1,324 New
AMBIA
997
Allen Mooney & Barnes Investment Advisors
Georgia
$203K +$189K +1,323 New
OPA
998
Old Port Advisors
Maine
$201K +$187K +1,314 New
BFG
999
Birch Financial Group
New Hampshire
$201K +$187K +1,312 New
MHC
1000
May Hill Capital
Massachusetts
$200K +$186K +1,306 New