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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1176
Evermay Wealth Management
Virginia
$16.1K -$2.99K -20 -16%
WWM
1177
Wolff Wiese Magana
California
$16.1K
AWM
1178
Abound Wealth Management
Tennessee
$15.6K
RF
1179
Robinswood Financial
Washington
$15.6K
BC
1180
Barrett & Company
Rhode Island
$15.4K
MSFP
1181
Mark Sheptoff Financial Planning
Connecticut
$15.4K
PCTC
1182
Perkins Coie Trust Company
Washington
$15.4K
WTA
1183
Washington Trust Advisors
Massachusetts
$15.4K
GPFA
1184
Game Plan Financial Advisors
Ohio
$15.4K +$14.9K +100 New
NRG
1185
Nemes Rush Group
Michigan
$15.4K +$14.9K +100 New
MSWM
1186
Mowery & Schoenfeld Wealth Management
Illinois
$14.5K
WAS
1187
Winch Advisory Services
Wisconsin
$14.4K +$149 +1 +1%
NMG
1188
New Millennium Group
Utah
$14K
HNW
1189
High Note Wealth
Minnesota
$13.4K +$149 +1 +1%
CPG
1190
Cornerstone Planning Group
New Jersey
$13.1K +$299 +2 +3%
CNBTD
1191
Citizens National Bank Trust Department
Mississippi
$12.8K
RTL
1192
Red Tortoise LLC
Georgia
$12.5K
RFA
1193
Reyes Financial Architecture
California
$12K
BI
1194
Binnacle Investments
Iowa
$11.8K
HIMS
1195
Hager Investment Management Services
New Hampshire
$11.8K
RWM
1196
Raffa Wealth Management
District of Columbia
$11.2K
SWA
1197
SOA Wealth Advisors
New York
$10.4K +$147K +983 +10%
MSWA
1198
Marshall & Sterling Wealth Advisors
New York
$9.99K -$2.99K -20 -24%
Loomis, Sayles & Company
1199
Loomis, Sayles & Company
Massachusetts
$9.38K -$48.3K -323 -84%
SFA
1200
Semmax Financial Advisors
North Carolina
$9.24K