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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
WA
526
WFG Advisors
Texas
$315K +$15.2K +198 +5%
ADBIC
527
A.D. Beadell Investment Counsel
Wisconsin
$310K – – –
SRSA
528
S.R. Schill & Associates
Washington
$306K – – –
C
529
CFO4Life
Texas
$306K +$30.8K +402 +11%
TC
530
Telemus Capital
Michigan
$305K +$312K +4,080 New
SBIA
531
Sheaff Brock Investment Advisors
Indiana
$303K -$268K -3,504 -46%
HFS
532
HL Financial Services
Kentucky
$302K +$689 +9 +0.2%
MIP
533
Marietta Investment Partners
Wisconsin
$301K +$55.1K +720 +22%
TW
534
Transform Wealth
Colorado
$299K – – –
OWD
535
Osborn Williams & Donohoe
Ohio
$297K – – –
SMC
536
Smith, Moore & Co
Missouri
$294K – – –
AP
537
Advisor Partners
California
$294K +$60.1K +785 +25%
WAM
538
Wealthspire Advisors (Maryland)
Maryland
$291K +$1.69K +22 +0.6%
Mackenzie Financial
539
Mackenzie Financial
Ontario, Canada
$291K +$44.8K +585 +18%
WS
540
Wedbush Securities
California
$281K -$50.9K -665 -15%
BCMO
541
Buckingham Capital Management (Ohio)
Ohio
$279K – – –
SS
542
Simplicity Solutions
Minnesota
$279K +$79.6K +1,040 +39%
PCM
543
Penserra Capital Management
California
$277K +$104K +1,362 +58%
W
544
Wealthfront
California
$276K +$74.7K +976 +36%
EAM
545
Eventide Asset Management
Massachusetts
$269K – – –
BHWM
546
Bar Harbor Wealth Management
New Hampshire
$268K – – –
AT
547
Argent Trust
Texas
$268K +$3.14K +41 +1%
EWM
548
Evercore Wealth Management
New York
$267K -$153 -2 -0.1%
OIA
549
Optimum Investment Advisors
Illinois
$265K +$32.5K +425 +14%
IIC
550
Ironwood Investment Counsel
Arizona
$265K +$82.9K +1,083 +18%