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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
FDW
1051
Fourth Dimension Wealth
Ohio
$14K +$14.6K +111 New
VFM
1052
Vision Financial Markets
Connecticut
$13.7K +$14.3K +109 New
NC
1053
NewSquare Capital
Pennsylvania
$13.4K +$2.36K +18 +20%
CPBTD
1054
Central Pacific Bank - Trust Division
Hawaii
$13.1K – – –
RF
1055
Robinswood Financial
Washington
$12.7K – – –
HWP
1056
Highline Wealth Partners
California
$12.6K +$3.28K +25 +33%
BC
1057
Barrett & Company
Rhode Island
$12.6K – – –
MSFP
1058
Mark Sheptoff Financial Planning
Connecticut
$12.6K – – –
WTA
1059
Washington Trust Advisors
Massachusetts
$12.6K – – –
PSFG
1060
Park Square Financial Group
Georgia
$12.4K +$12.9K +98 New
MSWM
1061
Mowery & Schoenfeld Wealth Management
Illinois
$11.8K +$12.3K +94 New
WAS
1062
Winch Advisory Services
Wisconsin
$11.7K +$131 +1 +1%
CFS
1063
Compass Financial Services
Iowa
$11.6K +$12.1K +92 New
NMG
1064
New Millennium Group
Utah
$11.5K +$11.9K +91 New
AW
1065
Avion Wealth
Texas
$11K +$525 +4 +5%
CNBTD
1066
Citizens National Bank Trust Department
Mississippi
$10.5K – – –
FIA
1067
FPC Investment Advisory
California
$10.2K +$9.85K +75 New
RTL
1068
Red Tortoise LLC
Georgia
$10.2K – – –
HNW
1069
High Note Wealth
Minnesota
$9.96K +$10.4K +79 New
RWPA
1070
Richard W. Paul & Associates
Michigan
$9.96K +$10.4K +79 New
RFA
1071
Reyes Financial Architecture
California
$9.83K +$10.2K +78 New
RWM
1072
Raffa Wealth Management
District of Columbia
$9.2K – – –
HWM
1073
Hemington Wealth Management
Virginia
$9K – – –
SFA
1074
Semmax Financial Advisors
North Carolina
$8.33K – – –
Kayne Anderson Rudnick Investment Management
1075
Kayne Anderson Rudnick Investment Management
California
$7.31K +$2.76K +21 +57%