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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
TW
526
TrinityPoint Wealth
Connecticut
$254K -$4.75K -62 -2%
BPA
527
Beacon Pointe Advisors
California
$254K +$234K +3,056 New
DMBA
528
Deseret Mutual Benefit Administrators
Utah
$253K +$233K +3,044 New
CT
529
Clearstead Trust
Maine
$252K +$54.7K +715 +31%
WC
530
Weil Company
California
$252K +$232K +3,034 New
DAC
531
Dividend Assets Capital
South Carolina
$249K
GVAG
532
Great Valley Advisor Group
Delaware
$249K
SCM
533
Shelton Capital Management
Colorado
$249K
WC
534
Wexford Capital
Florida
$249K +$230K +3,000 New
GT
535
Glenview Trust
Kentucky
$249K +$230K +3,007 New
HH
536
Hilltop Holdings
Texas
$245K +$226K +2,958 New
SCA
537
Stonebridge Capital Advisors
Minnesota
$244K +$121K +1,576 +100%
BRWA
538
B. Riley Wealth Advisors
Florida
$243K +$995 +13 +0.4%
SWM
539
SeaCrest Wealth Management
New York
$241K +$153 +2 +0.1%
VHAM
540
Van Hulzen Asset Management
California
$241K +$222K +2,900 New
KFGK
541
Keystone Financial Group (Kentucky)
Kentucky
$233K -$17.6K -230 -8%
S
542
SignatureFD
Georgia
$233K +$65.7K +858 +44%
SVWAG
543
Sound View Wealth Advisors Group
Georgia
$231K -$3.83K -50 -2%
Koshinski Asset Management
544
Koshinski Asset Management
Illinois
$229K -$70K -915 -25%
S
545
Seeyond
France
$227K +$919 +12 +0.4%
RC
546
RegentAtlantic Capital
New Jersey
$227K +$209K +2,733 New
HI
547
Horizon Investments
North Carolina
$227K +$211K +2,753 New
MSAM
548
Moloney Securities Asset Management
Missouri
$226K -$33.8K -442 -14%
FAIM
549
Financial Advocates Investment Management
Washington
$226K +$209K +2,726 New
LOAMS
550
Lombard Odier Asset Management (Switzerland)
Switzerland
$224K +$206K +2,691 New