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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
1176
Cornerstone Planning Group
New Jersey
$11.1K +$5.56K +39 +108%
AW
1177
Avion Wealth
Texas
$11K – – –
HWM
1178
Hemington Wealth Management
Virginia
$11K – – –
SWA
1179
SOA Wealth Advisors
New York
$9.39K +$1.34M +9,393 New
NWM
1180
Navigoe Wealth Management
California
$9K – – –
B
1181
Birchbrook
Maine
$8.94K -$21.4K -150 -72%
ANBT
1182
American National Bank & Trust
Texas
$8.43K – – –
CWM
1183
Crowley Wealth Management
Delaware
$8.43K – – –
SFA
1184
Semmax Financial Advisors
North Carolina
$8.21K – – –
SIS
1185
Strategic Investment Solutions
Illinois
$7.81K -$21.9K -154 -75%
VWA
1186
VSM Wealth Advisory
Maryland
$7.66K – – –
PBK
1187
Peoples Bank (Kansas)
Kansas
$7.66K – – –
FPF
1188
First Pacific Financial
Washington
$7.51K +$6.98K +49 New
GFPC
1189
Global Financial Private Client
Florida
$7.2K – – –
CAWM
1190
Capital A Wealth Management
Pennsylvania
$7.05K +$285 +2 +5%
RAM
1191
Riggs Asset Management
Pennsylvania
$7.05K +$1.14K +8 +21%
CFS
1192
Compass Financial Services
Iowa
$7K -$6.55K -46 -50%
AP
1193
Aspect Partners
Virginia
$6.89K +$427 +3 +7%
Kayne Anderson Rudnick Investment Management
1194
Kayne Anderson Rudnick Investment Management
California
$5.76K -$2.99K -21 -36%
MAFA
1195
MJT & Associates Financial Advisory
Minnesota
$5.67K +$5.27K +37 New
NECFA
1196
New England Capital Financial Advisors
Connecticut
$5.21K – – –
CWC
1197
Carolinas Wealth Consulting
North Carolina
$5.21K -$997 -7 -17%
WCM
1198
WealthTrak Capital Management
Virginia
$5.06K +$3.13K +22 +200%
DIP
1199
DT Investment Partners
Pennsylvania
$4.9K – – –
TCM
1200
TD Capital Management
Tennessee
$4.77K +$3.71K +26 +520%