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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
RTC
1376
Riverview Trust Company
Washington
$90.8K – – –
CFM
1377
Compass Financial Management
Florida
$89.8K +$82.5K +390 New
PJC
1378
Phillip James Consulting
Minnesota
$84.9K +$79.1K +374 New
CAL
1379
Capital Advisors Ltd
Ohio
$84K +$2.33K +11 +3%
CWM
1380
Copia Wealth Management
Oregon
$83.8K – – –
BIA
1381
Bell Investment Advisors
California
$83.5K -$3.17K -15 -4%
BGAI
1382
Bruce G. Allen Investments
Colorado
$83.5K -$634 -3 -0.8%
ACA
1383
Atlas Capital Advisors
Wyoming
$83.1K – – –
AIM
1384
Anchor Investment Management
South Carolina
$83K +$3.17K +15 +4%
CT
1385
Caldwell Trust
Florida
$81.9K – – –
APFP
1386
Action Point Financial Planning
Michigan
$80.8K +$76.5K +362 New
DF
1387
DNCA Finance
France
$79.4K +$74K +350 New
SCM
1388
Silvant Capital Management
Georgia
$79K – – –
Loomis, Sayles & Company
1389
Loomis, Sayles & Company
Massachusetts
$78.5K +$3.38K +16 +5%
NEWAS
1390
N.E.W. Advisory Services
Wisconsin
$77.4K +$27.3K +129 +61%
CPG
1391
Cornerstone Planning Group
New Jersey
$77K -$634 -3 -0.9%
PSB
1392
Piscataqua Savings Bank
New Hampshire
$76.7K – – –
GSWM
1393
Golden State Wealth Management
California
$74.9K -$70.8K -335 -50%
JWM
1394
JPL Wealth Management
Colorado
$74.4K +$3.17K +15 +5%
CCWM
1395
Cassaday & Co Wealth Management
Virginia
$74.2K -$2.75K -13 -4%
RF
1396
Rossby Financial
Florida
$73.8K -$19K -90 -22%
PWAM
1397
Private Wealth Asset Management
Iowa
$73.1K -$14.8K -70 -18%
WFA
1398
West Financial Advisors
Iowa
$72.6K – – –
PB
1399
Prosperity Bancshares
Texas
$71.5K -$5.92K -28 -8%
ADL
1400
Asset Dedication LLC
California
$71.5K +$1.06K +5 +2%