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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
NB
1276
NBT Bank
New York
$36.5K +$1.49K +8 +3%
RF
1277
Roxbury Financial
New Jersey
$36.4K – – –
AEPWM
1278
Atlantic Edge Private Wealth Management
Florida
$34.5K +$1.87K +10 +6%
Q1WB
1279
Quest 10 Wealth Builders
Virginia
$34.2K -$374 -2 -1%
ME
1280
McIlrath & Eck
Washington
$34.2K – – –
BLC
1281
Brown, Lisle/Cummings
Rhode Island
$34K – – –
BONH
1282
Bank of New Hampshire
New Hampshire
$33.8K – – –
FC
1283
Financial Consulate
Maryland
$33.7K +$33.8K +181 New
WPA
1284
Wealth Preservation Advisors
Tennessee
$33.6K +$1.68K +9 +5%
SN
1285
Sittner & Nelson
Oregon
$33.5K – – –
BAM
1286
Bellevue Asset Management
Washington
$32.1K – – –
NRG
1287
Nemes Rush Group
Michigan
$31.2K +$3.55K +19 +13%
CPBTD
1288
Central Pacific Bank - Trust Division
Hawaii
$29.7K +$6.54K +35 +28%
HWP
1289
Highline Wealth Partners
California
$28.8K +$2.24K +12 +8%
SR
1290
Swiss Re
Switzerland
$28.8K +$28.9K +155 New
MAM
1291
Marquette Asset Management
Minnesota
$28.4K +$11K +59 +63%
SEP
1292
Signature Equity Partners
Ohio
$28.4K +$28.6K +153 New
PPC
1293
Park Place Capital
Alabama
$28.2K – – –
RFP
1294
Root Financial Partners
California
$28K +$6.16K +33 +28%
AFG
1295
Albion Financial Group
Utah
$27.5K -$2.8K -15 -9%
SC
1296
Solstein Capital
California
$27.5K – – –
SA
1297
Scarborough Advisors
Maryland
$27.4K -$5.04K -27 -15%
HHMI
1298
Howard Hughes Medical Institute
Maryland
$27.3K +$747 +4 +3%
BFS
1299
Burkett Financial Services
South Carolina
$27.2K – – –
AAG
1300
Armstrong Advisory Group
Massachusetts
$26.5K – – –