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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BC
526
Bridgefront Capital
Texas
$282K +$343K +4,384 New
KOC
527
Koss-Olinger Consulting
Florida
$278K -$53.6K -686 -14%
TW
528
TrinityPoint Wealth
Connecticut
$278K -$34.5K -441 -9%
FLPIM
529
F.L. Putnam Investment Management
Massachusetts
$277K -$7.66K -98 -2%
VWA
530
Visionary Wealth Advisors
Illinois
$277K -$5.47K -70 -2%
SWP
531
Stratos Wealth Partners
Ohio
$272K -$26.1K -334 -7%
AA
532
AlphaMark Advisors
Kentucky
$272K -$19.5K -250 -6%
GLA
533
Good Life Advisors
Pennsylvania
$272K -$3.67K -47 -1%
ACM
534
Alethea Capital Management
Washington
$270K +$328K +4,191 New
BFM
535
Boothbay Fund Management
New York
$269K +$326K +4,175 New
WRM
536
Weybosset Research & Management
Rhode Island
$267K +$324K +4,150 New
CHA
537
Carmichael Hill & Associates
Maryland
$266K
KA
538
Kintegral Advisory
New York
$266K
PMA
539
Prudent Man Advisors
Illinois
$262K +$128K +1,637 +67%
OPS
540
Orion Portfolio Solutions
Nebraska
$261K +$18.9K +242 +6%
S
541
SignatureFD
Georgia
$261K +$63.5K +812 +25%
MC
542
Moors & Cabot
Massachusetts
$256K +$7.82K +100 +3%
Cerity Partners
543
Cerity Partners
New York
$253K +$18K +230 +6%
DP
544
Dearborn Partners
Illinois
$250K +$1.41K +18 +0.5%
DC
545
Davenport & Co
Virginia
$250K +$48.8K +624 +19%
CFGS
546
Concourse Financial Group Securities
Alabama
$249K +$16.5K +211 +6%
BL
547
Balentine LLC
Georgia
$248K -$454K -5,804 -60%
WDA
548
Wendell David Associates
New Hampshire
$248K
ASN
549
Advisory Services Network
Georgia
$247K +$19.5K +250 +7%
PCS
550
Personal CFO Solutions
New Jersey
$246K +$3.13K +40 +1%