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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
APW
1401
Aventura Private Wealth
Florida
$71.5K +$65.5K +310 +6,200%
BLC
1402
Brown, Lisle/Cummings
Rhode Island
$68.3K -$1.9K -9 -3%
IWP
1403
IAG Wealth Partners
Wisconsin
$68.1K – – –
FFO
1404
Fortitude Family Office
Arizona
$68.1K +$1.69K +8 +3%
WA
1405
WestEnd Advisors
North Carolina
$66.9K -$99.8K -472 -62%
KAS
1406
Kemnay Advisory Services
New York
$64.5K +$634 +3 +1%
EF
1407
Entrust Financial
Pennsylvania
$63.6K – – –
TWD
1408
True Wealth Design
Ohio
$62.6K -$3.17K -15 -5%
DF
1409
Dunhill Financial
United Kingdom
$61.7K +$8.67K +41 +18%
Kayne Anderson Rudnick Investment Management
1410
Kayne Anderson Rudnick Investment Management
California
$61.4K +$3.17K +15 +6%
MIM
1411
Manitou Investment Management
Ontario, Canada
$61.3K – – –
SMBT
1412
Southern Michigan Bank & Trust
Michigan
$60.1K – – –
SW
1413
StrongBox Wealth
Missouri
$56.7K +$52.9K +250 New
EFMH
1414
E Fund Management (HK)
Hong Kong
$56.3K +$36.2K +171 +222%
SEP
1415
Signature Equity Partners
Ohio
$54.8K -$4.65K -22 -8%
HFS
1416
Hughes Financial Services
Virginia
$54.7K +$7.19K +34 +16%
PS
1417
Planning Strategies
Pennsylvania
$54.7K +$51K +241 New
GBT
1418
Grove Bank & Trust
Florida
$54.5K – – –
SIC
1419
Salem Investment Counselors
North Carolina
$52.4K – – –
TC
1420
Truvestments Capital
Florida
$51.4K +$211 +1 +0.4%
GCP
1421
Gill Capital Partners
Colorado
$49.9K – – –
FCAS
1422
First Command Advisory Services
Texas
$49.5K -$32.3K -153 -41%
DWS
1423
Dynamic Wealth Strategies
California
$49.3K -$18.2K -86 -28%
KFG
1424
Kingdom Financial Group
Arizona
$48.8K -$6.98K -33 -13%
JGCM
1425
Joseph Group Capital Management
Ohio
$48.6K +$20.7K +98 +84%