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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CSP
1051
Cary Street Partners
Virginia
$78.3K -$118K -828 -62%
CAM
1052
Creekmur Asset Management
Illinois
$77.4K -$427 -3 -0.6%
VNA
1053
Valley National Advisers
Pennsylvania
$77K +$427 +3 +0.6%
MA
1054
MCF Advisors
Kentucky
$76.6K -$3.42K -24 -5%
OP
1055
ORG Partners
Indiana
$73.5K -$142 -1 -0.2%
SWM
1056
Spire Wealth Management
Virginia
$72.6K -$997 -7 -1%
DMBA
1057
Deseret Mutual Benefit Administrators
Utah
$72K -$5.27K -37 -7%
FWM
1058
FSA Wealth Management
Massachusetts
$71.3K +$285 +2 +0.4%
PB
1059
Pinnacle Bancorp
Nebraska
$68.9K – – –
WTFG
1060
Wood Tarver Financial Group
Idaho
$66.4K +$142 +1 +0.2%
CIA
1061
Cape Investment Advisory
Georgia
$64.7K – – –
ADL
1062
Asset Dedication LLC
California
$63K +$1.14K +8 +2%
CT
1063
Caldwell Trust
Florida
$62.8K -$28.5K -200 -33%
CWM
1064
Compass Wealth Management
Connecticut
$61.3K – – –
MFC
1065
Mechanics Financial Corp
Ohio
$61.3K – – –
CFB
1066
Cullen/Frost Bankers
Texas
$61.1K +$21.5K +151 +61%
PTC
1067
Private Trust Company
Ohio
$60.4K +$2.14K +15 +4%
ACA
1068
Atlas Capital Advisors
Wyoming
$60.4K – – –
OWA
1069
Opal Wealth Advisors
New York
$59.1K +$54.9K +385 New
Loomis, Sayles & Company
1070
Loomis, Sayles & Company
Massachusetts
$59K -$29.5K -207 -35%
VCM
1071
Versant Capital Management
Arizona
$58.4K +$11.5K +81 +27%
S
1072
Sachetta
Massachusetts
$58.1K -$142 -1 -0.3%
TH
1073
TCTC Holdings
Texas
$58.1K +$9.4K +66 +21%
RA
1074
Rise Advisors
New York
$55.9K +$9.83K +69 +23%
FP
1075
Financial Perspectives
Minnesota
$55K -$30.8K -216 -38%