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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
526
First Heartland Consultants
Missouri
$426K -$4.09K -47 -1%
GRP
527
Global Retirement Partners
California
$426K +$82.7K +950 +25%
CAM
528
Cresset Asset Management
Illinois
$423K +$38.8K +446 +11%
AWA
529
ARS Wealth Advisors
Florida
$418K -$78.3K -900 -16%
IA
530
IFP Advisors
Florida
$417K +$402K +4,617 New
LOAME
531
Lombard Odier Asset Management (Europe)
United Kingdom
$413K – – –
TMAM
532
Tokio Marine Asset Management
Japan
$412K +$395K +4,544 New
CHA
533
Carmichael Hill & Associates
Maryland
$411K +$2.44K +28 +0.6%
PIA
534
Pinion Investment Advisors
Kansas
$410K -$24K -276 -6%
SWM
535
SeaCrest Wealth Management
New York
$409K -$28K -322 -7%
B
536
Bailard
California
$407K – – –
LS
537
Livforsakringsbolaget Skandia
Sweden
$403K – – –
SRC
538
Shufro Rose & Co
New York
$402K – – –
CCM
539
Cadence Capital Management
Massachusetts
$401K -$3.39K -39 -0.9%
IEFM
540
IQ EQ Fund Management
Ireland
$396K -$261K -3,000 -41%
LAIC
541
Lederer & Associates Investment Counsel
California
$396K -$2.61K -30 -0.7%
BFC
542
Blue Fin Capital
Rhode Island
$395K – – –
WPP
543
Whalerock Point Partners
Rhode Island
$393K – – –
OWA
544
Outlook Wealth Advisors
Texas
$392K -$54.5K -626 -13%
DC
545
Davenport & Co
Virginia
$390K -$4.61K -53 -1%
IHL
546
Investment House LLC
California
$385K – – –
Bessemer Group
547
Bessemer Group
New Jersey
$380K +$79.4K +913 +28%
DBRC
548
D.B. Root & Company
Pennsylvania
$379K -$1.04K -12 -0.3%
ACM
549
Allred Capital Management
Texas
$377K -$16.9K -194 -4%
BP
550
Ballentine Partners
Massachusetts
$372K -$435 -5 -0.1%