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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
VFM
1476
Vision Financial Markets
Connecticut
$25.6K +$211 +1 +0.9%
NFSG
1477
Newbridge Financial Services Group
Florida
$25.2K -$20.9K -99 -47%
WWM
1478
Wolff Wiese Magana
California
$23.8K – – –
RF
1479
Robinswood Financial
Washington
$23.3K – – –
BC
1480
Barrett & Company
Rhode Island
$22.7K – – –
MSFP
1481
Mark Sheptoff Financial Planning
Connecticut
$22.7K – – –
PCTC
1482
Perkins Coie Trust Company
Washington
$22.7K – – –
SFS
1483
Sunrise Financial Services
Washington
$22.7K – – –
OPTFSNA
1484
Old Point Trust & Financial Services N A
Virginia
$22.7K +$21.1K +100 New
WBC
1485
West Branch Capital
Massachusetts
$22.7K +$21.1K +100 New
DF
1486
Downshift Financial
Colorado
$22.2K +$20.7K +98 New
KTC
1487
Kentucky Trust Company
Kentucky
$22K – – –
QL
1488
Quarry LP
New York
$21.8K +$20.3K +96 New
WAS
1489
Winch Advisory Services
Wisconsin
$21.6K – – –
FAI
1490
Fiduciary Advisors Inc
Missouri
$20.9K +$19.4K +92 New
CA
1491
Crewe Advisors
Utah
$20.4K +$7.4K +35 +64%
UOTTAIMCU
1492
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$19.3K – – –
CNBTD
1493
Citizens National Bank Trust Department
Mississippi
$18.8K – – –
HCM
1494
Hollencrest Capital Management
California
$18.4K -$28.3K -134 -62%
PFG
1495
Premier Financial Group
California
$18.2K +$16.9K +80 New
PCA
1496
Providence Capital Advisors
North Carolina
$17.9K +$16.7K +79 New
RFA
1497
Reyes Financial Architecture
California
$17.7K – – –
HWA
1498
Heritage Wealth Advisors
Virginia
$17.5K – – –
AT
1499
Arlington Trust
Alabama
$17K – – –
MWPCG
1500
Measured Wealth Private Client Group
New Hampshire
$17K – – –