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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
DP
501
Dearborn Partners
Illinois
$285K -$1.68K -25 -0.6%
GT
502
Greenleaf Trust
Michigan
$284K +$22.7K +338 +9%
ANRIA
503
American National Registered Investment Advisor
Texas
$283K – – –
KA
504
Kintegral Advisory
New York
$283K – – –
NL
505
NWAM LLC
Washington
$278K – – –
BUB
506
BBVA USA Bancshares
Texas
$276K +$41.6K +619 +19%
9WM
507
9258 Wealth Management
Ohio
$274K – – –
UH
508
Unigestion Holding
Switzerland
$272K -$68.4K -1,018 -21%
PAS
509
Park Avenue Securities
New York
$271K +$3.83K +57 +2%
VFA
510
Valeo Financial Advisors
Indiana
$270K +$2.28K +34 +0.9%
BHA
511
Beech Hill Advisors
New York
$269K – – –
SEP
512
Southland Equity Partners
Missouri
$268K -$201 -3 -0.1%
CNC
513
Canandaigua National Corp
New York
$268K -$29.7K -443 -11%
RFC
514
Regions Financial Corp
Alabama
$268K -$2.35K -35 -0.9%
HI
515
Harbour Investments
Wisconsin
$266K +$250K +3,716 New
RSWM
516
Robertson Stephens Wealth Management
California
$265K +$4.9K +73 +2%
WPP
517
Whalerock Point Partners
Rhode Island
$264K – – –
Koshinski Asset Management
518
Koshinski Asset Management
Illinois
$263K +$247K +3,672 New
FLPIM
519
F.L. Putnam Investment Management
Massachusetts
$255K +$239K +3,555 New
KWM
520
Kingsview Wealth Management
Oregon
$254K -$12.5K -186 -5%
AssetMark Inc
521
AssetMark Inc
California
$252K +$3.76K +56 +2%
JSL
522
JT Stratford LLC
Georgia
$251K -$59K -878 -20%
MFW
523
Mosaic Family Wealth
Missouri
$251K – – –
RHBC
524
R.H. Bluestein & Co
Michigan
$251K – – –
IAN
525
Integrated Advisors Network
Texas
$251K +$235K +3,499 New