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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
C
526
CFO4Life
Texas
$306K +$30.8K +402 +11%
TC
527
Telemus Capital
Michigan
$305K +$312K +4,080 New
SBIA
528
Sheaff Brock Investment Advisors
Indiana
$303K -$268K -3,504 -46%
HFS
529
HL Financial Services
Kentucky
$302K +$689 +9 +0.2%
MIP
530
Marietta Investment Partners
Wisconsin
$301K +$55.1K +720 +22%
TW
531
Transform Wealth
Colorado
$299K
OWD
532
Osborn Williams & Donohoe
Ohio
$297K
SMC
533
Smith, Moore & Co
Missouri
$294K
AP
534
Advisor Partners
California
$294K +$60.1K +785 +25%
WAM
535
Wealthspire Advisors (Maryland)
Maryland
$291K +$1.69K +22 +0.6%
Mackenzie Financial
536
Mackenzie Financial
Ontario, Canada
$291K +$44.8K +585 +18%
WS
537
Wedbush Securities
California
$281K -$50.9K -665 -15%
BCMO
538
Buckingham Capital Management (Ohio)
Ohio
$279K
SS
539
Simplicity Solutions
Minnesota
$279K +$79.6K +1,040 +39%
PCM
540
Penserra Capital Management
California
$277K +$104K +1,362 +58%
W
541
Wealthfront
California
$276K +$74.7K +976 +36%
EAM
542
Eventide Asset Management
Massachusetts
$269K
BHWM
543
Bar Harbor Wealth Management
New Hampshire
$268K
AT
544
Argent Trust
Texas
$268K +$3.14K +41 +1%
EWM
545
Evercore Wealth Management
New York
$267K -$153 -2 -0.1%
OIA
546
Optimum Investment Advisors
Illinois
$265K +$32.5K +425 +14%
IIC
547
Ironwood Investment Counsel
Arizona
$265K +$82.9K +1,083 +18%
PFPT
548
Pinnacle Financial Partners (Tennessee)
Tennessee
$264K
CSS
549
Cubist Systematic Strategies
Connecticut
$262K -$93K -1,215 -26%
WC
550
Whitnell & Co
Illinois
$262K