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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1076
Silvant Capital Management
Georgia
$53.3K – – –
PSB
1077
Piscataqua Savings Bank
New Hampshire
$51.8K – – –
IBOK
1078
Independence Bank of Kentucky
Kentucky
$51K – – –
FMP
1079
Financial Management Professionals
Texas
$50.3K +$1.71K +12 +4%
GKIM
1080
GW&K Investment Management
Massachusetts
$50K +$7.98K +56 +21%
WFA
1081
West Financial Advisors
Iowa
$49K – – –
AW
1082
Affinity Wealth
Ohio
$47K +$997 +7 +2%
JFA
1083
JNBA Financial Advisors
Minnesota
$46K – – –
CA
1084
Centerpoint Advisors
Massachusetts
$46K – – –
IWP
1085
IAG Wealth Partners
Wisconsin
$46K – – –
AIM
1086
Anchor Investment Management
South Carolina
$46K +$42.7K +300 New
PWAM
1087
Private Wealth Asset Management
Iowa
$46K +$42.7K +300 New
FFO
1088
Fortitude Family Office
Arizona
$45.5K – – –
CAL
1089
Capital Advisors Ltd
Ohio
$45K +$15.2K +107 +57%
HFS
1090
Hantz Financial Services
Michigan
$45K +$41.6K +292 New
BIA
1091
Bell Investment Advisors
California
$44.3K -$427 -3 -1%
HCM
1092
Hollencrest Capital Management
California
$43.4K +$9.69K +68 +32%
C
1093
Covestor
United Kingdom
$43K -$38K -267 -49%
NC
1094
NewSquare Capital
Pennsylvania
$42.6K +$24.5K +172 +162%
TC
1095
Truvestments Capital
Florida
$41.5K +$38.6K +271 New
MIM
1096
Manitou Investment Management
Ontario, Canada
$41.4K – – –
TCM
1097
TruNorth Capital Management
Michigan
$40K – – –
SIS
1098
Sound Income Strategies
Florida
$39.5K +$427 +3 +1%
SIC
1099
Salem Investment Counselors
North Carolina
$39.1K +$3.42K +24 +10%
CTWM
1100
Cherry Tree Wealth Management
Minnesota
$38.3K – – –