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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1326
Optimum Investment Advisors
Illinois
-$32.5K -212 Closed
PA
1327
PSI Advisors
Florida
-$31.1K -203 Closed
TCPG
1328
Trivant Custom Portfolio Group
California
-$30.6K -200 Closed
WPA
1329
West Paces Advisors
Georgia
-$17.9K -117 Closed
IGAM
1330
iA Global Asset Management
Quebec, Canada
-$15K -99 Closed
WF
1331
Wayfinding Financial
Washington
-$14K -96 Closed
SIS
1332
Strategic Investment Solutions
Illinois
-$7.81K -51 Closed
PBK
1333
Peoples Bank (Kansas)
Kansas
-$7.66K -50 Closed
GFPC
1334
Global Financial Private Client
Florida
-$7.2K -47 Closed
CAWM
1335
Capital A Wealth Management
Pennsylvania
-$7.05K -46 Closed
CWC
1336
Carolinas Wealth Consulting
North Carolina
-$5.21K -34 Closed
CHC
1337
City Holding Co
West Virginia
-$4.75K -31 Closed
BL
1338
BFSG LLC
California
-$1.69K -11 Closed
WW
1339
Winnow Wealth
Texas
-$1.56K -11 Closed
GA
1340
GoalVest Advisory
New York
-$1.53K -10 Closed
BMC
1341
Bear Mountain Capital
Washington
-$1.08K -7 Closed
RWM
1342
Ruedi Wealth Management
Illinois
-$1.07K -7 Closed
CAM
1343
Chesapeake Asset Management
New York
-$766 -5 Closed
OCM
1344
Osterweis Capital Management
California
-$766 -5 Closed
GP
1345
Greenline Partners
New York
-$460 -3 Closed
HHGA
1346
Halbert Hargrove Global Advisors
California
-$460 -3 Closed