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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
TC
1326
Truvestments Capital
Florida
$44.6K -$4.74K -24 -10%
FP
1327
Financial Perspectives
Minnesota
$44.1K -$1.58K -8 -3%
GCP
1328
Gill Capital Partners
Colorado
$43.5K +$43.5K +220 New
RFP
1329
Root Financial Partners
California
$42.9K +$13K +66 +44%
HCM
1330
Hollencrest Capital Management
California
$42.5K – – –
NEWAS
1331
N.E.W. Advisory Services
Wisconsin
$42K – – –
MAM
1332
Morse Asset Management
Connecticut
$41.7K – – –
NFSG
1333
Newbridge Financial Services Group
Florida
$41.6K – – –
HFS
1334
Hughes Financial Services
Virginia
$40.9K +$790 +4 +2%
SWIM
1335
Smallwood Wealth Investment Management
New Jersey
$40.9K – – –
JFA
1336
JNBA Financial Advisors
Minnesota
$39.6K -$988 -5 -2%
GTAM
1337
Global Trust Asset Management
Florida
$39.5K – – –
GCM
1338
Gunpowder Capital Management
Maryland
$39.5K – – –
NRG
1339
Nemes Rush Group
Michigan
$39.5K +$6.32K +32 +19%
RF
1340
Roxbury Financial
New Jersey
$38.7K – – –
LWCFA
1341
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37.8K +$36K +182 New
FFA
1342
Frazier Financial Advisors
Ohio
$37.4K +$30.8K +156 +473%
BC
1343
Broadwater Capital
Massachusetts
$37.1K – – –
AFG
1344
Albion Financial Group
Utah
$36.8K +$7.51K +38 +26%
FC
1345
Financial Consulate
Maryland
$36.7K +$988 +5 +3%
Q1WB
1346
Quest 10 Wealth Builders
Virginia
$36.5K – – –
ME
1347
McIlrath & Eck
Washington
$36.4K – – –
HBW
1348
Hazlett, Burt & Watson
West Virginia
$36K +$7.91K +40 +28%
BONH
1349
Bank of New Hampshire
New Hampshire
$36K – – –
AEPWM
1350
Atlantic Edge Private Wealth Management
Florida
$34.8K -$1.98K -10 -5%