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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
1501
Mowery & Schoenfeld Wealth Management
Illinois
$16.6K – – –
EI
1502
EFG International
$15.4K +$423 +2 +3%
MIM
1503
Marshall Investment Management
Colorado
$15.4K +$14.4K +68 New
Simplex Trading
1504
Simplex Trading
Illinois
$15.2K +$14.2K +67 New
CF
1505
Collier Financial
Colorado
$14.4K -$50.7K -240 -79%
SC
1506
SouthState Corp
Florida
$14.1K +$1.69K +8 +15%
SIM
1507
Synergy Investment Management
Florida
$13.7K +$9.09K +43 +307%
GAAM
1508
Guinness Atkinson Asset Management
California
$13.6K – – –
B
1509
Birchbrook
Maine
$13.5K +$211 +1 +2%
SFCL
1510
Strengthening Families & Communities LLC
Massachusetts
$13.2K +$12.3K +58 New
DWA
1511
Delos Wealth Advisors
Texas
$12.9K +$12.1K +57 New
PWA
1512
Principia Wealth Advisory
Texas
$12.9K +$2.54K +12 +27%
PP
1513
Pacifica Partners
Canada
$12.7K – – –
AP
1514
Aspect Partners
Virginia
$12.5K -$2.11K -10 -15%
AWM
1515
Abound Wealth Management
Tennessee
$12K -$11.8K -56 -51%
IWM
1516
IMG Wealth Management
Florida
$11.8K +$5.07K +24 +86%
EWP
1517
Elevation Wealth Partners
California
$11.6K – – –
VWA
1518
VSM Wealth Advisory
Maryland
$11.3K – – –
HFS
1519
Horizon Financial Services
North Carolina
$11.1K +$1.69K +8 +20%
PP
1520
PFS Partners
New Jersey
$11.1K – – –
RG
1521
RHL Group
Michigan
$10.2K +$634 +3 +7%
LSA
1522
Leonteq Securities AG
Switzerland
$10.2K -$16.9K -80 -64%
CWP
1523
Clark Wealth Partners
Illinois
$10.2K +$423 +2 +5%
TCM
1524
Triumph Capital Management
Colorado
$10.2K +$846 +4 +10%
CA
1525
Centerpoint Advisors
Massachusetts
$10K – – –