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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BCV
1551
Banque Cantonale Vaudoise
Switzerland
$3.1K -$3.12M -14,745 -52%
RWM
1552
RMG Wealth Management
Wisconsin
$2.99K
SRCM
1553
Signature Resources Capital Management
California
$2.72K
CYG
1554
Clean Yield Group
Vermont
$2.5K
RCM
1555
Raleigh Capital Management
North Carolina
$2.28K
JFG
1556
JDM Financial Group
Texas
$2.27K
TBFA
1557
Three Bearings Fiduciary Advisors
New Hampshire
$2.27K
LAS
1558
Lloyd Advisory Services
Georgia
$2.04K -$50.5K -239 -96%
1CP
1559
1015 Capital Partners
Pennsylvania
$2.04K
CMA
1560
Cedar Mountain Advisors
Oregon
$2.04K
UCB
1561
United Community Bank
South Carolina
$2.04K
BW
1562
Basepoint Wealth
Iowa
$1.86K
DF
1563
DecisionPoint Financial
Arizona
$1.84K
MWM
1564
Mascoma Wealth Management
New Hampshire
$1.82K +$211 +1 +14%
PWA
1565
Provenance Wealth Advisors
Florida
$1.82K +$1.69K +8 New
GFA
1566
Godfrey Financial Associates
New York
$1.59K
SHIM
1567
Stone House Investment Management
Pennsylvania
$1.59K +$423 +2 +40%
T
1568
Tidemark
California
$1.36K
GA
1569
GoalVest Advisory
New York
$1.36K +$1.27K +6 New
PMFA
1570
Plante Moran Financial Advisors
Michigan
$1.36K +$1.27K +6 New
SWAG
1571
Spectrum Wealth Advisory Group
California
$1.14K +$1.06K +5 New
FGC
1572
Financial Gravity Companies
Texas
$1.14K +$1.06K +5 New
MBFW
1573
Morton Brown Family Wealth
Pennsylvania
$1.14K +$1.06K +5 New
MWM
1574
Mosley Wealth Management
California
$1.14K +$1.06K +5 New
TC
1575
Trust Company
Kansas
$908