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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
1351
Leonteq Securities AG
Switzerland
$12.1K +$3.92K +21 +48%
AP
1352
Aspect Partners
Virginia
$11.9K +$1.49K +8 +14%
SIS
1353
Sound Income Strategies
Florida
$11.7K -$27.1K -145 -70%
Kayne Anderson Rudnick Investment Management
1354
Kayne Anderson Rudnick Investment Management
California
$11.6K +$1.68K +9 +17%
LB
1355
Legacy Bridge
Iowa
$10.8K +$10.8K +58 New
Loomis, Sayles & Company
1356
Loomis, Sayles & Company
Massachusetts
$10.8K – – –
BFS
1357
Bare Financial Services
Pennsylvania
$10.6K -$1.12K -6 -10%
SWA
1358
SOA Wealth Advisors
New York
$10.4K – – –
PP
1359
Pacifica Partners
Canada
$10.1K – – –
BCWM
1360
Bartlett & Co Wealth Management
Ohio
$10.1K – – –
HWM
1361
HighMark Wealth Management
Minnesota
$9.84K +$4.48K +24 +83%
HWA
1362
Heritage Wealth Advisors
Virginia
$9.65K – – –
EWP
1363
Elevation Wealth Partners
California
$9.47K +$5.04K +27 +113%
VWA
1364
VSM Wealth Advisory
Maryland
$9.28K – – –
AT
1365
Arlington Trust
Alabama
$9.1K -$15.3K -82 -63%
PP
1366
PFS Partners
New Jersey
$8.98K – – –
JFGIW
1367
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.72K -$8.96K -48 -51%
CFS
1368
Compass Financial Services
Iowa
$8.59K – – –
RWA
1369
Redmont Wealth Advisors
Illinois
$8.54K – – –
MPW
1370
MASECO Private Wealth
$8.53K +$4.48K +24 +109%
EWA
1371
EQ Wealth Advisors
Texas
$8.35K +$8.4K +45 New
CA
1372
Centerpoint Advisors
Massachusetts
$8K – – –
RG
1373
RHL Group
Michigan
$7.8K +$7.84K +42 New
SA
1374
Strategic Advocates
Utah
$7.71K – – –
PPL
1375
Planning Project LLC
Texas
$6.9K +$6.91K +37 New