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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
WBG
1126
Wharton Business Group
Pennsylvania
$295K – – –
CWP
1127
Core Wealth Partners
California
$293K +$1.06K +5 +0.4%
FAN
1128
Financial Advisors Network
California
$289K +$1.06K +5 +0.4%
WW
1129
Wright Wealth
Georgia
$289K – – –
WAG
1130
Winthrop Advisory Group
Massachusetts
$289K +$53.3K +252 +25%
MWM
1131
Mission Wealth Management
California
$288K +$268K +1,267 New
T
1132
TrustBank
Illinois
$287K – – –
AP
1133
Anchyra Partners
Georgia
$286K +$2.75K +13 +1%
CWM
1134
Centurion Wealth Management
Virginia
$286K – – –
CWMG
1135
Compass Wealth Management (Georgia)
Georgia
$284K – – –
AMBIA
1136
Allen Mooney & Barnes Investment Advisors
Georgia
$282K -$5.07K -24 -2%
RZH
1137
Relyea Zuckerberg Hanson
Connecticut
$282K +$24.1K +114 +10%
IA
1138
Integrity Alliance
Iowa
$282K +$13.5K +64 +5%
KFI
1139
Key Financial Inc
Pennsylvania
$281K +$1.9K +9 +0.7%
GWS
1140
Greykasell Wealth Strategies
California
$280K -$4.86K -23 -2%
TWM
1141
Tradition Wealth Management
Minnesota
$280K +$16.5K +78 +7%
GA
1142
GSG Advisors
New Jersey
$279K +$38.9K +184 +18%
SGK
1143
Steigerwald Gordon & Koch
Virginia
$278K – – –
VAG
1144
VisionPoint Advisory Group
Texas
$277K +$258K +1,220 New
HIC
1145
Holderness Investments Company
North Carolina
$276K -$10.6K -50 -4%
FCA
1146
FLC Capital Advisors
California
$276K – – –
WI
1147
Wedgewood Investors
Pennsylvania
$275K – – –
IAS
1148
Investment Advisory Services
Texas
$275K – – –
Empower Advisory Group
1149
Empower Advisory Group
Colorado
$275K +$3.38K +16 +1%
ELM
1150
Elite Life Management
Florida
$274K -$1.06K -5 -0.4%