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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1051
Bar Harbor Wealth Management
New Hampshire
$218K +$202K +1,226 New
1C
1052
111 Capital
France
$218K +$201K +1,223 New
CPA
1053
Court Place Advisors
Maryland
$217K +$201K +1,220 New
FCA
1054
FLC Capital Advisors
California
$216K +$200K +1,215 New
AA
1055
Argent Advisors
Louisiana
$216K +$200K +1,214 New
SIM
1056
Stratos Investment Management
Ohio
$215K +$198K +1,207 New
SWM
1057
Silverlake Wealth Management
Vermont
$214K +$197K +1,201 New
JCM
1058
Jag Capital Management
Missouri
$214K +$197K +1,200 New
SIAP
1059
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$214K +$197K +1,200 New
TW
1060
TritonPoint Wealth
Maryland
$214K +$197K +1,200 New
ACG
1061
Allen Capital Group
Nebraska
$211K +$195K +1,186 New
Empower Advisory Group
1062
Empower Advisory Group
Colorado
$210K +$194K +1,179 New
HIC
1063
Holderness Investments Company
North Carolina
$210K -$65.7K -400 -25%
GWS
1064
Greykasell Wealth Strategies
California
$209K +$3.78K +23 +2%
VCAM
1065
Van Cleef Asset Management
Ohio
$209K +$193K +1,172 New
PNC
1066
Park National Corp
Ohio
$209K +$193K +1,172 New
CT
1067
Colonial Trust
South Carolina
$208K +$7.07K +43 +4%
APG
1068
Abacus Planning Group
South Carolina
$208K +$191K +1,165 New
KWM
1069
Keebeck Wealth Management
Illinois
$207K +$191K +1,163 New
WMA
1070
West Michigan Advisors
Michigan
$207K +$191K +1,161 New
SSG
1071
Summit Securities Group
New York
$206K +$120K +732 +173%
BFC
1072
Bedel Financial Consulting
Indiana
$205K +$190K +1,153 New
BHIA
1073
Birch Hill Investment Advisors
Massachusetts
$205K -$52.6K -320 -22%
WWM
1074
Whalen Wealth Management
Nevada
$205K +$189K +1,149 New
CWP
1075
Core Wealth Partners
California
$201K +$186K +1,129 New