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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1301
West Financial Advisors
Iowa
$63.3K – – –
JWM
1302
JPL Wealth Management
Colorado
$61.9K +$61.9K +313 New
ADL
1303
Asset Dedication LLC
California
$61.3K -$18.8K -95 -23%
BLC
1304
Brown, Lisle/Cummings
Rhode Island
$61.3K +$25.1K +127 +69%
KFAS
1305
Keating Financial Advisory Services
Kansas
$61.1K +$13.8K +70 +29%
CF
1306
Collier Financial
Colorado
$60K +$395 +2 +0.7%
DWS
1307
Dynamic Wealth Strategies
California
$59.9K +$59.9K +303 New
HHCP
1308
Hilton Head Capital Partners
South Carolina
$59.7K -$6.52K -33 -10%
IWP
1309
IAG Wealth Partners
Wisconsin
$59.3K – – –
FFO
1310
Fortitude Family Office
Arizona
$57.7K – – –
TWD
1311
True Wealth Design
Ohio
$57.5K +$5.53K +28 +11%
KAS
1312
Kemnay Advisory Services
New York
$55.6K +$1.38K +7 +3%
EF
1313
Entrust Financial
Pennsylvania
$55.4K – – –
MIM
1314
Manitou Investment Management
Ontario, Canada
$53.4K – – –
GAA
1315
Global Assets Advisory
Florida
$53.4K +$53.4K +270 New
SMBT
1316
Southern Michigan Bank & Trust
Michigan
$52.4K +$52.4K +265 New
SEP
1317
Signature Equity Partners
Ohio
$52.1K +$21.7K +110 +72%
Kayne Anderson Rudnick Investment Management
1318
Kayne Anderson Rudnick Investment Management
California
$50.5K +$38.1K +193 +311%
EWM
1319
Evolution Wealth Management
Florida
$50.2K +$50.2K +254 New
KFG
1320
Kingdom Financial Group
Arizona
$49K +$49K +248 New
LAS
1321
Lloyd Advisory Services
Georgia
$49K +$49K +248 New
SS
1322
Sunbelt Securities
Texas
$48.3K – – –
GBT
1323
Grove Bank & Trust
Florida
$47.5K +$4.94K +25 +12%
SIC
1324
Salem Investment Counselors
North Carolina
$45.7K +$45.6K +231 New
DF
1325
Dunhill Financial
United Kingdom
$45.6K +$1.38K +7 +3%