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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
1376
Bruce G. Allen Investments
Colorado
$83.5K -$634 -3 -0.8%
ACA
1377
Atlas Capital Advisors
Wyoming
$83.1K
CT
1378
Caldwell Trust
Florida
$81.9K
APFP
1379
Action Point Financial Planning
Michigan
$80.8K +$76.5K +362 New
DF
1380
DNCA Finance
France
$79.4K +$74K +350 New
SCM
1381
Silvant Capital Management
Georgia
$79K
Loomis, Sayles & Company
1382
Loomis, Sayles & Company
Massachusetts
$78.5K +$3.38K +16 +5%
NEWAS
1383
N.E.W. Advisory Services
Wisconsin
$77.4K +$27.3K +129 +61%
CPG
1384
Cornerstone Planning Group
New Jersey
$77K -$634 -3 -0.9%
PSB
1385
Piscataqua Savings Bank
New Hampshire
$76.7K
GSWM
1386
Golden State Wealth Management
California
$74.9K -$70.8K -335 -50%
JWM
1387
JPL Wealth Management
Colorado
$74.4K +$3.17K +15 +5%
CCWM
1388
Cassaday & Co Wealth Management
Virginia
$74.2K -$2.75K -13 -4%
RF
1389
Rossby Financial
Florida
$73.8K -$19K -90 -22%
PWAM
1390
Private Wealth Asset Management
Iowa
$73.1K -$14.8K -70 -18%
WFA
1391
West Financial Advisors
Iowa
$72.6K
PB
1392
Prosperity Bancshares
Texas
$71.5K -$5.92K -28 -8%
ADL
1393
Asset Dedication LLC
California
$71.5K +$1.06K +5 +2%
APW
1394
Aventura Private Wealth
Florida
$71.5K +$65.5K +310 +6,200%
IWP
1395
IAG Wealth Partners
Wisconsin
$68.1K
FFO
1396
Fortitude Family Office
Arizona
$68.1K +$1.69K +8 +3%
WA
1397
WestEnd Advisors
North Carolina
$66.9K -$99.8K -472 -62%
KAS
1398
Kemnay Advisory Services
New York
$64.5K +$634 +3 +1%
EF
1399
Entrust Financial
Pennsylvania
$63.6K
TWD
1400
True Wealth Design
Ohio
$62.6K -$3.17K -15 -5%