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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BH
1276
Burk Holdings
Oklahoma
$86.8K +$86.8K +439 New
SL
1277
Salomon & Ludwin
Virginia
$84.8K – – –
RF
1278
Rossby Financial
Florida
$82.5K +$59.9K +303 +271%
AT
1279
Avalon Trust
New Mexico
$81.5K – – –
RFS
1280
Richardson Financial Services
Massachusetts
$79.3K +$28.5K +144 +56%
MFC
1281
Mechanics Financial Corp
Ohio
$79.1K – – –
RTC
1282
Riverview Trust Company
Washington
$79.1K – – –
IWS
1283
Intentional Wealth Strategies
Colorado
$78.1K +$78.1K +395 New
PWAM
1284
Private Wealth Asset Management
Iowa
$77.5K -$593 -3 -0.8%
BIA
1285
Bell Investment Advisors
California
$75.7K -$593 -3 -0.8%
C
1286
Covestor
United Kingdom
$74K -$67K -339 -48%
BGAI
1287
Bruce G. Allen Investments
Colorado
$73.3K -$17.8K -90 -20%
FCAS
1288
First Command Advisory Services
Texas
$73.3K +$29.2K +148 +66%
CWM
1289
Copia Wealth Management
Oregon
$73K +$7.11K +36 +11%
ACA
1290
Atlas Capital Advisors
Wyoming
$72.4K – – –
CT
1291
Caldwell Trust
Florida
$71.4K – – –
CAL
1292
Capital Advisors Ltd
Ohio
$71K +$5.73K +29 +9%
AIM
1293
Anchor Investment Management
South Carolina
$69.3K +$198 +1 +0.3%
SCM
1294
Silvant Capital Management
Georgia
$68.8K – – –
PB
1295
Prosperity Bancshares
Texas
$67.8K – – –
CPG
1296
Cornerstone Planning Group
New Jersey
$67.7K +$14.6K +74 +30%
CCWM
1297
Cassaday & Co Wealth Management
Virginia
$67.2K +$67.2K +340 New
PSB
1298
Piscataqua Savings Bank
New Hampshire
$66.8K – – –
DWP
1299
Destiny Wealth Partners
Florida
$66.2K +$66.2K +335 New
Loomis, Sayles & Company
1300
Loomis, Sayles & Company
Massachusetts
$65.2K +$53.8K +272 +469%