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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
EWF
501
Epstein & White Financial
California
$319K +$58.8K +1,042 +22%
VIA
502
Vident Investment Advisory
Georgia
$318K +$342K +6,056 New
BAS
503
Brown Advisory Securities
Maryland
$315K -$847 -15 -0.3%
WAP
504
Wealthcare Advisory Partners
Pennsylvania
$315K +$28.5K +504 +10%
WAM
505
Wealthspire Advisors (Maryland)
Maryland
$311K -$351K -6,219 Closed
WSCM
506
Wellington Shields Capital Management
New York
$310K -$42.3K -750 -12%
CS
507
Comerica Securities
Michigan
$310K -$3.16K -56 -1%
CNBT
508
Canandaigua National Bank & Trust
New York
$307K +$318K +5,635 New
LAIC
509
Lederer & Associates Investment Counsel
California
$306K +$14.4K +255 +5%
LS
510
Livforsakringsbolaget Skandia
Sweden
$302K
AIM
511
Anchor Investment Management
South Carolina
$299K +$288K +5,100 +1,275%
WP
512
WealthPLAN Partners
Nebraska
$298K +$310K +5,490 New
BFG
513
Beacon Financial Group
Texas
$290K +$301K +5,327 New
CAG
514
Csenge Advisory Group
Florida
$288K +$52.3K +926 +21%
PCMC
515
Paragon Capital Management (Colorado)
Colorado
$288K +$299K +5,288 New
CPIA
516
Cornell Pochily Investment Advisors
New York
$287K +$14.9K +264 +5%
BC
517
Brinker Capital
Pennsylvania
$286K +$22.3K +395 +8%
RCA
518
Rowland Carmichael Advisors
Arizona
$285K
IA
519
IFG Advisory
Georgia
$285K +$39.4K +697 +15%
GVT
520
Genesee Valley Trust
New York
$283K +$14.7K +260 +5%
MNBTD
521
Moody National Bank Trust Division
Texas
$282K
BFC
522
Blue Fin Capital
Rhode Island
$281K -$5.65K -100 -2%
IWM
523
IHT Wealth Management
Illinois
$281K +$185K +3,273 +170%
Los Angeles Capital Management
524
Los Angeles Capital Management
California
$279K -$3.12M -55,310 -92%
FMII
525
Farmers & Merchants Investments Inc
Nebraska
$279K