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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1201
Carter Financial Group
Illinois
$242K -$4.86K -23 -2%
NB
1202
Nicolet Bankshares
Wisconsin
$241K +$219K +1,036 New
CSB
1203
City State Bank
Iowa
$241K – – –
WA
1204
Westfuller Advisors
New York
$241K -$2.33K -11 -1%
MA
1205
MONECO Advisors
Connecticut
$241K -$4.65K -22 -2%
DPI
1206
Diversified Portfolios Inc
Michigan
$240K +$6.98K +33 +3%
WAM
1207
WealthTrust Asset Management
Florida
$240K +$224K +1,058 New
QPWM
1208
Quadrant Private Wealth Management
Pennsylvania
$240K -$58.8K -278 -21%
IDA
1209
Intelligence Driven Advisers
California
$239K +$223K +1,055 New
1WM
1210
1900 Wealth Management
Texas
$237K +$220K +1,042 New
AGWCA
1211
Annis Gardner Whiting Capital Advisors
Florida
$236K +$11.2K +53 +5%
MFG
1212
Magnus Financial Group
New York
$236K +$220K +1,040 New
MFA
1213
Mayflower Financial Advisors
Massachusetts
$236K +$220K +1,039 New
CWA
1214
Crusonia Wealth Advisors
Colorado
$236K +$4.65K +22 +2%
PAM
1215
Paradigm Asset Management
New York
$236K -$1.88M -8,900 -90%
NPF
1216
Norris Perne & French
Michigan
$235K +$211 +1 +0.1%
SFG
1217
Stonebridge Financial Group
California
$235K +$219K +1,038 New
CI
1218
CacheTech Inc
Utah
$234K – – –
EB
1219
Emprise Bank
Kansas
$234K – – –
VCM
1220
Virtue Capital Management
Tennessee
$234K – – –
FCG
1221
Fielder Capital Group
Tennessee
$234K +$2.54K +12 +1%
NSIM
1222
North Star Investment Management
Illinois
$234K +$1.9K +9 +0.9%
CCP
1223
Carmel Capital Partners
California
$233K -$1.27K -6 -0.6%
SSWG
1224
Seven Springs Wealth Group
Tennessee
$232K – – –
CIAS
1225
Capital Investment Advisory Services
North Carolina
$231K -$125K -593 -37%