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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
526
ARS Wealth Advisors
Florida
$418K -$78.3K -900 -16%
IA
527
IFP Advisors
Florida
$417K +$402K +4,617 New
LOAME
528
Lombard Odier Asset Management (Europe)
United Kingdom
$413K
TMAM
529
Tokio Marine Asset Management
Japan
$412K +$395K +4,544 New
CHA
530
Carmichael Hill & Associates
Maryland
$411K +$2.44K +28 +0.6%
PIA
531
Pinion Investment Advisors
Kansas
$410K -$24K -276 -6%
SWM
532
SeaCrest Wealth Management
New York
$409K -$28K -322 -7%
B
533
Bailard
California
$407K
LS
534
Livforsakringsbolaget Skandia
Sweden
$403K
SRC
535
Shufro Rose & Co
New York
$402K
CCM
536
Cadence Capital Management
Massachusetts
$401K -$3.39K -39 -0.9%
IEFM
537
IQ EQ Fund Management
Ireland
$396K -$261K -3,000 -41%
LAIC
538
Lederer & Associates Investment Counsel
California
$396K -$2.61K -30 -0.7%
BFC
539
Blue Fin Capital
Rhode Island
$395K
WPP
540
Whalerock Point Partners
Rhode Island
$393K
OWA
541
Outlook Wealth Advisors
Texas
$392K -$54.5K -626 -13%
DC
542
Davenport & Co
Virginia
$390K -$4.61K -53 -1%
IHL
543
Investment House LLC
California
$385K
Bessemer Group
544
Bessemer Group
New Jersey
$380K +$79.4K +913 +28%
DBRC
545
D.B. Root & Company
Pennsylvania
$379K -$1.04K -12 -0.3%
ACM
546
Allred Capital Management
Texas
$377K -$16.9K -194 -4%
BP
547
Ballentine Partners
Massachusetts
$372K -$435 -5 -0.1%
SRSA
548
S.R. Schill & Associates
Washington
$371K
First Manhattan
549
First Manhattan
New York
$368K +$354K +4,067 New
CWM
550
Campbell Wealth Management
Virginia
$367K