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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
526
Concourse Financial Group Securities
Alabama
$301K -$356 -4 -0.1%
PCMC
527
Private Capital Management (Colorado)
Colorado
$300K
BFEC
528
Benjamin F. Edwards & Company
Missouri
$299K +$210K +2,363 +187%
BC
529
Bowman & Company
Wisconsin
$298K
SW
530
SVB Wealth
Massachusetts
$295K +$17.5K +197 +6%
ASN
531
Advisory Services Network
Georgia
$294K +$623 +7 +0.2%
VAS
532
Vestmark Advisory Solutions
Massachusetts
$290K +$100K +1,127 +47%
CI
533
Conning Inc
Connecticut
$289K -$623 -7 -0.2%
KWM
534
Kingsview Wealth Management
Oregon
$289K +$1.69K +19 +0.5%
RHBC
535
R.H. Bluestein & Co
Michigan
$288K
Connor, Clark & Lunn Investment Management (CC&L)
536
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$287K -$1.17M -13,192 -79%
BWL
537
Bogart Wealth LLC
Virginia
$282K -$8.9K -100 -3%
RIA
538
Regal Investment Advisors
Michigan
$281K -$172K -1,936 -36%
EA
539
Eudaimonia Advisors
Tennessee
$280K -$12.1K -136 -4%
LWAM
540
Legacy Wealth Asset Management
Minnesota
$280K +$6.76K +76 +2%
GT
541
Glenmede Trust
Pennsylvania
$278K -$69.6K -782 -19%
LS
542
Livforsakringsbolaget Skandia
Sweden
$275K -$35.6K -400 -11%
QCG
543
Quadrant Capital Group
Ohio
$275K +$4.54K +51 +2%
9WM
544
9258 Wealth Management
Ohio
$274K
DC
545
Davenport & Co
Virginia
$269K +$801 +9 +0.3%
EVM
546
Eaton Vance Management
Massachusetts
$268K -$748K -8,410 -72%
S
547
SignatureFD
Georgia
$268K -$46.9K -527 -14%
BHA
548
Beech Hill Advisors
New York
$268K
MS
549
Maven Securities
Jersey
$266K +$287K +3,226 New
ST
550
Sabal Trust
Florida
$266K +$287K +3,226 New