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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
KA
501
Kintegral Advisory
New York
$283K
NL
502
NWAM LLC
Washington
$278K
BUB
503
BBVA USA Bancshares
Texas
$276K +$41.6K +619 +19%
9WM
504
9258 Wealth Management
Ohio
$274K
UH
505
Unigestion Holding
Switzerland
$272K -$68.4K -1,018 -21%
PAS
506
Park Avenue Securities
New York
$271K +$3.83K +57 +2%
VFA
507
Valeo Financial Advisors
Indiana
$270K +$2.28K +34 +0.9%
BHA
508
Beech Hill Advisors
New York
$269K
SEP
509
Southland Equity Partners
Missouri
$268K -$201 -3 -0.1%
CNC
510
Canandaigua National Corp
New York
$268K -$29.7K -443 -11%
RFC
511
Regions Financial Corp
Alabama
$268K -$2.35K -35 -0.9%
HI
512
Harbour Investments
Wisconsin
$266K +$250K +3,716 New
RSWM
513
Robertson Stephens Wealth Management
California
$265K +$4.9K +73 +2%
WPP
514
Whalerock Point Partners
Rhode Island
$264K
Koshinski Asset Management
515
Koshinski Asset Management
Illinois
$263K +$247K +3,672 New
FLPIM
516
F.L. Putnam Investment Management
Massachusetts
$255K +$239K +3,555 New
KWM
517
Kingsview Wealth Management
Oregon
$254K -$12.5K -186 -5%
AssetMark Inc
518
AssetMark Inc
California
$252K +$3.76K +56 +2%
JSL
519
JT Stratford LLC
Georgia
$251K -$59K -878 -20%
MFW
520
Mosaic Family Wealth
Missouri
$251K
RHBC
521
R.H. Bluestein & Co
Michigan
$251K
IAN
522
Integrated Advisors Network
Texas
$251K +$235K +3,499 New
PCP
523
Proficio Capital Partners
Massachusetts
$251K +$235K +3,507 New
AWA
524
Arkadios Wealth Advisors
Georgia
$250K +$28.7K +428 +14%
APA
525
American Portfolios Advisors
New York
$248K -$21.5K -320 -8%