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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
526
Pinnacle Wealth Management Group
Michigan
$284K – – –
EP
527
Eudaimonia Partners
Tennessee
$283K -$780K -9,983 -69%
BC
528
Bridgefront Capital
Texas
$282K +$343K +4,384 New
KOC
529
Koss-Olinger Consulting
Florida
$278K -$53.6K -686 -14%
TW
530
TrinityPoint Wealth
Connecticut
$278K -$34.5K -441 -9%
FLPIM
531
F.L. Putnam Investment Management
Massachusetts
$277K -$7.66K -98 -2%
VWA
532
Visionary Wealth Advisors
Illinois
$277K -$5.47K -70 -2%
SWP
533
Stratos Wealth Partners
Ohio
$272K -$26.1K -334 -7%
AA
534
AlphaMark Advisors
Kentucky
$272K -$19.5K -250 -6%
GLA
535
Good Life Advisors
Pennsylvania
$272K -$3.67K -47 -1%
ACM
536
Alethea Capital Management
Washington
$270K +$328K +4,191 New
BFM
537
Boothbay Fund Management
New York
$269K +$326K +4,175 New
WRM
538
Weybosset Research & Management
Rhode Island
$267K +$324K +4,150 New
CHA
539
Carmichael Hill & Associates
Maryland
$266K – – –
KA
540
Kintegral Advisory
New York
$266K – – –
PMA
541
Prudent Man Advisors
Illinois
$262K +$128K +1,637 +67%
OPS
542
Orion Portfolio Solutions
Nebraska
$261K +$18.9K +242 +6%
S
543
SignatureFD
Georgia
$261K +$63.5K +812 +25%
MC
544
Moors & Cabot
Massachusetts
$256K +$7.82K +100 +3%
MOS
545
MGO One Seven
Ohio
$253K -$14.2K -182 -4%
Cerity Partners
546
Cerity Partners
New York
$253K +$18K +230 +6%
DP
547
Dearborn Partners
Illinois
$250K +$1.41K +18 +0.5%
DC
548
Davenport & Co
Virginia
$250K +$48.8K +624 +19%
CFGS
549
Concourse Financial Group Securities
Alabama
$249K +$16.5K +211 +6%
BL
550
Balentine LLC
Georgia
$248K -$454K -5,804 -60%