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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
LK
401
Lumbard & Kellner
New Hampshire
$947K +$955 +11 +0.1%
WA
402
Wambolt & Associates
Colorado
$944K -$17.9K -206 -2%
NW
403
Naviter Wealth
Arkansas
$895K -$19.4K -223 -2%
PSF
404
Pacific Sun Financial
California
$893K +$2.61K +30 +0.3%
OFG
405
Oxford Financial Group
Indiana
$888K -$895K -10,310 -53%
OIA
406
OneDigital Investment Advisors
Kansas
$888K +$34.3K +395 +4%
UB
407
UMB Bank
Missouri
$881K -$91.8K -1,057 -10%
Los Angeles Capital Management
408
Los Angeles Capital Management
California
$876K +$170K +1,960 +27%
ECM
409
Everence Capital Management
Indiana
$875K – – –
WA
410
Waverly Advisors
Alabama
$864K – – –
CIC
411
Carnegie Investment Counsel
Ohio
$834K +$8.69K +100 +1%
ISL
412
Ingalls & Snyder LLC
New York
$829K -$174K -2,000 -19%
SS
413
Simplicity Solutions
Minnesota
$824K +$84.5K +973 +13%
KOC
414
Koss-Olinger Consulting
Florida
$802K -$130K -1,496 -15%
SPC
415
Sigma Planning Corp
Michigan
$798K -$57.1K -657 -7%
AWM
416
AE Wealth Management
Kansas
$798K +$75.3K +867 +12%
MMG
417
Monetary Management Group
Missouri
$776K – – –
HNB
418
Huntington National Bank
Ohio
$766K -$293K -3,372 -30%
MAS
419
Madden Advisory Services
Florida
$755K -$1.74K -20 -0.3%
SCA
420
Snowden Capital Advisors
New York
$751K +$309K +3,558 +84%
PAS
421
Park Avenue Securities
New York
$747K +$29.6K +341 +5%
CI
422
Cigna Investments
Connecticut
$738K -$184K -2,122 -22%
FHB
423
First Hawaiian Bank
Hawaii
$734K +$33.1K +381 +5%
SFG
424
Summit Financial Group
West Virginia
$732K – – –
SFS
425
Stiles Financial Services
Minnesota
$727K +$3.73K +43 +0.6%