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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CG
526
Caprock Group
Idaho
$226K -$53.9K -1,096 -20%
DBRC
527
D.B. Root & Company
Pennsylvania
$222K +$211K +4,293 New
RFC
528
Regions Financial Corp
Alabama
$221K -$29.5K -600 -12%
BG
529
Bollard Group
Massachusetts
$221K
LS
530
Livforsakringsbolaget Skandia
Sweden
$220K
FBT
531
First Bank & Trust
South Dakota
$217K -$462K -9,394 -69%
CHA
532
Carmichael Hill & Associates
Maryland
$213K -$20.5K -418 -9%
KA
533
Kintegral Advisory
New York
$211K +$201K +4,082 New
LWM
534
Loveless Wealth Management
Montana
$210K +$199K +4,050 New
BFC
535
Blue Fin Capital
Rhode Island
$210K +$200K +4,071 New
MC
536
Moors & Cabot
Massachusetts
$207K +$196K +3,987 New
LCM
537
Laurion Capital Management
New York
$207K +$197K +4,000 New
GLA
538
Good Life Advisors
Pennsylvania
$205K +$194K +3,953 New
LNWWM
539
Laird Norton Wetherby Wealth Management
California
$204K -$249K -5,071 -56%
CBA
540
Coastal Bridge Advisors
Connecticut
$204K +$193K +3,934 New
ANRIA
541
American National Registered Investment Advisor
Texas
$204K +$194K +3,950 New
SBF
542
Sara-Bay Financial
Florida
$203K +$188K +3,828 New
PFS
543
Prospera Financial Services
Texas
$203K +$193K +3,925 New
SAS
544
Stelac Advisory Services
New York
$203K +$193K +3,928 New
DWT
545
Dorsey & Whitney Trust
South Dakota
$202K -$245K -4,992 -56%
NL
546
NWAM LLC
Washington
$201K +$190K +3,875 New
Carson Wealth (CWM LLC)
547
Carson Wealth (CWM LLC)
Nebraska
$197K
VFA
548
Valeo Financial Advisors
Indiana
$193K +$87.4K +1,779 +91%
AssetMark Inc
549
AssetMark Inc
California
$171K +$23.1K +470 +17%
Lazard Asset Management
550
Lazard Asset Management
New York
$170K +$5.7K +116 +4%