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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
426
Visionary Wealth Advisors
Illinois
$515K -$38.7K -505 -8%
AWM
427
AE Wealth Management
Kansas
$514K +$8.65K +113 +2%
VFA
428
Values First Advisors
Tennessee
$513K -$7.73K -101 -2%
MMG
429
Monetary Management Group
Missouri
$513K – – –
TYCC
430
Texas Yale Capital Corp
Florida
$510K -$27.6K -361 -6%
WDA
431
Wendell David Associates
New Hampshire
$507K +$157K +2,050 +51%
AIP
432
Ameritas Investment Partners
Nebraska
$504K +$23K +300 +5%
Squarepoint
433
Squarepoint
New York
$503K -$3.49M -45,609 -88%
EPWM
434
Essex Private Wealth Management
Massachusetts
$502K -$13.9K -182 -3%
ARMC
435
American Research & Management Company
Massachusetts
$499K – – –
IAS
436
Investment Advisory Services
Texas
$486K +$448K +5,854 New
CFGS
437
Concourse Financial Group Securities
Alabama
$485K +$33.7K +440 +8%
HAG
438
HighPoint Advisor Group
Illinois
$481K -$115K -1,500 -21%
IA
439
IFP Advisors
Florida
$479K -$1.07K -14 -0.2%
TU
440
TDAM USA
Ontario, Canada
$470K -$740K -9,668 -64%
PAS
441
Park Avenue Securities
New York
$470K +$144K +1,880 +50%
SW
442
SVB Wealth
Massachusetts
$464K +$193K +2,527 +83%
GA
443
GoalVest Advisory
New York
$451K -$390K -5,090 -48%
Jones Financial Companies
444
Jones Financial Companies
Missouri
$445K +$31.8K +415 +8%
OCM
445
Orion Capital Management
California
$440K – – –
FF
446
FourThought Financial
Florida
$440K +$80K +1,045 +25%
PWW
447
Pettyjohn Wood & White
Virginia
$437K -$67K -875 -14%
V
448
Veritable
Delaware
$437K +$14K +183 +4%
SBF
449
Sara-Bay Financial
Florida
$435K +$79.2K +1,035 +25%
FMII
450
Farmers & Merchants Investments Inc
Nebraska
$434K +$766 +10 +0.2%