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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PP
501
Paloma Partners
Connecticut
$460K +$207K +2,627 +87%
RFC
502
Regions Financial Corp
Alabama
$457K +$49.3K +627 +13%
MAFM
503
Mid Atlantic Financial Management
Pennsylvania
$456K -$3.69K -47 -0.8%
HIC
504
Holderness Investments Company
North Carolina
$454K – – –
AWA
505
ARS Wealth Advisors
Florida
$449K -$786 -10 -0.2%
AIM
506
Anchor Investment Management
South Carolina
$448K – – –
MMG
507
Monetary Management Group
Missouri
$446K – – –
SXL
508
Summit X LLC
Missouri
$444K -$26.7K -340 -6%
9WM
509
9258 Wealth Management
Ohio
$442K +$426K +5,425 New
MC
510
Moors & Cabot
Massachusetts
$440K +$78.9K +1,004 +23%
MERSOM
511
Municipal Employees' Retirement System of Michigan
Michigan
$436K +$20.4K +260 +5%
WAP
512
Wealthcare Advisory Partners
Pennsylvania
$436K +$27K +344 +7%
CMBA
513
C.M. Bidwell & Associates
Hawaii
$428K -$351K -4,460 -46%
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$422K +$1.57K +20 +0.4%
ACS
515
Archford Capital Strategies
Illinois
$421K +$6.29K +80 +2%
Los Angeles Capital Management
516
Los Angeles Capital Management
California
$420K +$183K +2,329 +83%
WSCM
517
Wellington Shields Capital Management
New York
$416K – – –
FQ
518
First Quadrant
California
$414K – – –
SMC
519
Smith, Moore & Co
Missouri
$414K +$32.8K +417 +9%
KFS
520
Kurt F. Somerville
$408K +$3.54K +45 +0.9%
OWA
521
Outlook Wealth Advisors
Texas
$404K +$18.6K +237 +5%
APC
522
Aspire Private Capital
North Carolina
$400K -$190K -2,411 -33%
VIA
523
Vident Investment Advisory
Georgia
$395K -$1.71M -21,775 -82%
DC
524
Davenport & Co
Virginia
$395K -$3.22K -41 -0.8%
SWM
525
SeaCrest Wealth Management
New York
$394K -$1.42K -18 -0.4%