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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1026
Belpointe Asset Management
Nevada
$5.67K +$1.52K +13 +42%
AP
1027
Aspect Partners
Virginia
$5.38K – – –
RWM
1028
Reston Wealth Management
Virginia
$5.38K +$4.9K +42 New
CWC
1029
Carolinas Wealth Consulting
North Carolina
$4.99K +$583 +5 +15%
Kayne Anderson Rudnick Investment Management
1030
Kayne Anderson Rudnick Investment Management
California
$4.82K -$700 -6 -14%
CPG
1031
Cornerstone Planning Group
New Jersey
$4.81K +$933 +8 +30%
NECFA
1032
New England Capital Financial Advisors
Connecticut
$4.35K – – –
EBA
1033
Eagle Bay Advisors
New York
$4.35K – – –
DIP
1034
DT Investment Partners
Pennsylvania
$4.1K +$3.73K +32 New
QL
1035
Quarry LP
New York
$3.97K -$196K -1,679 -98%
TFM
1036
TFC Financial Management
Massachusetts
$3.85K -$233 -2 -6%
WWP
1037
WR Wealth Planners
Missouri
$3.58K – – –
OC
1038
Oarsman Capital
Wisconsin
$3.33K +$3.03K +26 New
HB
1039
Horizon Bancorp
Indiana
$3K – – –
MFT
1040
Moisand Fitzgerald Tamayo
Florida
$2.82K – – –
PWMG
1041
Private Wealth Management Group
New Jersey
$2.82K +$233 +2 +10%
SC
1042
SouthState Corp
Florida
$2.69K – – –
1IA
1043
1620 Investment Advisors
Massachusetts
$2.43K +$2.22K +19 New
DSC
1044
Duncker Streett & Co
Missouri
$2.18K – – –
NL
1045
NVWM LLC
Pennsylvania
$2.05K – – –
TCA
1046
Trifecta Capital Advisors
Illinois
$1.92K – – –
ACM
1047
Anfield Capital Management
California
$1.79K – – –
CAC
1048
Core Alternative Capital
Georgia
$1.79K – – –
TIM
1049
Tortoise Investment Management
New York
$1.54K +$1.4K +12 New
CYG
1050
Clean Yield Group
Vermont
$1.41K +$1.28K +11 New