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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
1251
Marshall & Sterling Wealth Advisors
New York
$11.6K – – –
BFS
1252
Bare Financial Services
Pennsylvania
$11.2K +$4.93K +30 +91%
KG
1253
Kilter Group
New York
$10.5K +$657 +4 +7%
B
1254
Birchbrook
Maine
$10.5K – – –
SWA
1255
SOA Wealth Advisors
New York
$10.4K – – –
Loomis, Sayles & Company
1256
Loomis, Sayles & Company
Massachusetts
$10.3K -$493 -3 -5%
NWM
1257
Navigoe Wealth Management
California
$10K – – –
HWM
1258
Hemington Wealth Management
Virginia
$10K +$1.81K +11 +24%
SC
1259
SouthState Corp
Florida
$9.98K -$10.8K -66 -54%
AP
1260
Aspect Partners
Virginia
$9.97K +$1.81K +11 +24%
CWM
1261
Crowley Wealth Management
Delaware
$9.8K – – –
PP
1262
Pacifica Partners
Canada
$9.69K +$8.88K +54 New
BCWM
1263
Bartlett & Co Wealth Management
Ohio
$9.67K +$8.22K +50 +1,250%
Kayne Anderson Rudnick Investment Management
1264
Kayne Anderson Rudnick Investment Management
California
$9.55K – – –
HWA
1265
Heritage Wealth Advisors
Virginia
$9.26K – – –
VWA
1266
VSM Wealth Advisory
Maryland
$8.91K – – –
PP
1267
PFS Partners
New Jersey
$8.59K – – –
CFS
1268
Compass Financial Services
Iowa
$8.21K – – –
RWA
1269
Redmont Wealth Advisors
Illinois
$8.19K – – –
LSA
1270
Leonteq Securities AG
Switzerland
$7.84K +$7.23K +44 New
SA
1271
Strategic Advocates
Utah
$7.3K +$6.74K +41 New
CA
1272
Centerpoint Advisors
Massachusetts
$7K +$6.9K +42 New
TIM
1273
Tortoise Investment Management
New York
$6.59K +$1.81K +11 +42%
CWP
1274
Clark Wealth Partners
Illinois
$6.31K +$822 +5 +17%
TSMHT
1275
Thurston Springer Miller Herd & Titak
Indiana
$6.06K -$424K -2,578 -99%