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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
326
Bogart Wealth LLC
Virginia
$1.68M +$99.2K +1,478 +6%
PFC
327
Phocas Financial Corp
California
$1.68M -$18.7K -278 -1%
NAM
328
NTV Asset Management
West Virginia
$1.67M -$87.3K -1,300 -5%
SCM
329
Southport Capital Management
Tennessee
$1.66M +$6.71K +100 +0.4%
SCM
330
Sterling Capital Management
North Carolina
$1.66M -$32.9K -490 -2%
EIA
331
Edgemoor Investment Advisors
Maryland
$1.65M -$46.6K -695 -2%
Nuveen Fund Advisors
332
Nuveen Fund Advisors
Illinois
$1.64M -$1.25M -18,631 -42%
CAN
333
Cetera Advisor Networks
California
$1.63M -$177K -2,632 -9%
JWM
334
Jackson Wealth Management
Florida
$1.62M +$12K +179 +0.7%
SWP
335
Strategic Wealth Partners
Ohio
$1.62M +$1.6M +23,775 New
WKWM
336
Walter & Keenan Wealth Management
Indiana
$1.62M -$47K -700 -3%
CIA
337
Cascade Investment Advisors
Oregon
$1.6M +$17.1K +255 +1%
AWCI
338
Alpine Woods Capital Investors
New York
$1.58M
WCM
339
Windward Capital Management
California
$1.58M +$875K +13,030 +111%
GEM
340
Global Endowment Management
North Carolina
$1.57M +$1.65M +24,600 New
MYAM
341
Meiji Yasuda Asset Management
Japan
$1.56M -$40.3K -600 -2%
MBA
342
McQueen Ball & Associates
Pennsylvania
$1.56M +$72.8K +1,085 +5%
CCM
343
Cadence Capital Management
Massachusetts
$1.54M -$314K -4,678 -16%
OMCS
344
Old Mutual Customised Solutions
South Africa
$1.51M +$463K +6,900 +41%
LCM
345
Landscape Capital Management
New Jersey
$1.5M +$826K +12,300 +109%
BFO
346
Boston Family Office
Massachusetts
$1.5M +$191K +2,850 +14%
FWIA
347
Fort Washington Investment Advisors
Ohio
$1.5M -$124K -1,850 -7%
SLF
348
Sun Life Financial
Ontario, Canada
$1.49M +$947K +14,111 +152%
IC
349
Intersect Capital
California
$1.49M
BFM
350
Boston Financial Management
Massachusetts
$1.48M -$556K -8,288 -26%