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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
DF
1151
Dunhill Financial
United Kingdom
$16.1K -$3.28K -23 -18%
WWM
1152
Wolff Wiese Magana
California
$16.1K -$3.28K -23 -18%
IAS
1153
IMA Advisory Services
Colorado
$15.8K +$14.7K +103 New
AWM
1154
Abound Wealth Management
Tennessee
$15.6K -$3.42K -24 -19%
RF
1155
Robinswood Financial
Washington
$15.5K
BC
1156
Barrett & Company
Rhode Island
$15.3K
MSFP
1157
Mark Sheptoff Financial Planning
Connecticut
$15.3K
WTA
1158
Washington Trust Advisors
Massachusetts
$15.3K
PCTC
1159
Perkins Coie Trust Company
Washington
$15.3K +$14.2K +100 New
IGAM
1160
iA Global Asset Management
Quebec, Canada
$15K +$14.1K +99 New
MSWM
1161
Mowery & Schoenfeld Wealth Management
Illinois
$14.4K
WAS
1162
Winch Advisory Services
Wisconsin
$14.3K
WF
1163
Wayfinding Financial
Washington
$14K +$13.7K +96 New
NMG
1164
New Millennium Group
Utah
$13.9K
HNW
1165
High Note Wealth
Minnesota
$13.2K +$997 +7 +9%
MSWA
1166
Marshall & Sterling Wealth Advisors
New York
$13K +$12.1K +85 New
CNBTD
1167
Citizens National Bank Trust Department
Mississippi
$12.7K
RTL
1168
Red Tortoise LLC
Georgia
$12.4K
RFA
1169
Reyes Financial Architecture
California
$11.9K
HIMS
1170
Hager Investment Management Services
New Hampshire
$11.8K +$10.3K +72 +1,440%
BI
1171
Binnacle Investments
Iowa
$11.8K +$11K +77 New
RWM
1172
Raffa Wealth Management
District of Columbia
$11.2K
CPG
1173
Cornerstone Planning Group
New Jersey
$11.1K +$5.56K +39 +108%
AW
1174
Avion Wealth
Texas
$11K
HWM
1175
Hemington Wealth Management
Virginia
$11K