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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
501
Concourse Financial Group Securities
Alabama
$269K +$13.6K +277 +6%
HH
502
Hilltop Holdings
Texas
$266K -$243K -4,948 -49%
VFA
503
Values First Advisors
Tennessee
$266K +$16.1K +328 +7%
DCM
504
Donaldson Capital Management
Indiana
$258K -$93.3K -1,898 -28%
CNC
505
Canandaigua National Corp
New York
$258K +$245K +4,991 New
SIAP
506
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$257K -$34.4K -700 -12%
9WM
507
9258 Wealth Management
Ohio
$253K -$15.1K -307 -6%
CANY
508
Caxton Associates (New York)
New York
$250K -$740K -15,067 -76%
GRP
509
Global Retirement Partners
California
$249K +$30.2K +615 +15%
FI
510
FormulaFolio Investments
Michigan
$246K -$16.7K -340 -7%
LC
511
LCNB Corp
Ohio
$245K +$10.5K +213 +5%
CCFM
512
Clear Creek Financial Management
Washington
$245K +$233K +4,735 New
Wealthfront Advisers
513
Wealthfront Advisers
California
$244K -$2.1M -42,703 -90%
CCM
514
Cadence Capital Management
Massachusetts
$244K -$308K -6,269 -57%
AWA
515
ARS Wealth Advisors
Florida
$244K
GLA
516
Great Lakes Advisors
Illinois
$242K -$27.3K -555 -11%
PCM
517
Prelude Capital Management
New York
$241K +$94.1K +1,914 +70%
SMC
518
Smith, Moore & Co
Missouri
$236K -$10.8K -219 -5%
RSWM
519
Robertson Stephens Wealth Management
California
$235K +$223K +4,545 New
DP
520
Dearborn Partners
Illinois
$233K -$224K -4,560 -50%
IWM
521
IHT Wealth Management
Illinois
$233K -$178K -3,622 -45%
CCB
522
Cutter & Co Brokerage
Missouri
$232K -$541 -11 -0.2%
HIS
523
Harvest Investment Services
Illinois
$229K -$4.52K -92 -2%
CCA
524
Checchi Capital Advisers
California
$227K -$32.8K -667 -13%
SS
525
Simplicity Solutions
Minnesota
$226K -$625K -12,724 -74%