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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
DT
526
Diversified Trust
Tennessee
$299K +$7.86K +102 +3%
CCG
527
Cypress Capital Group
Florida
$298K
SW
528
SVB Wealth
Massachusetts
$298K -$7.4K -96 -3%
SC
529
Savant Capital
Illinois
$298K +$37.8K +490 +15%
SWP
530
Stratos Wealth Partners
Ohio
$297K -$11.7K -152 -4%
SIA
531
Schechter Investment Advisors
Michigan
$293K +$45.3K +588 +19%
TW
532
TrinityPoint Wealth
Connecticut
$291K +$4.39K +57 +2%
LWAM
533
Legacy Wealth Asset Management
Minnesota
$288K +$3.62K +47 +1%
CFGS
534
Concourse Financial Group Securities
Alabama
$286K +$462 +6 +0.2%
HKIMG
535
Hutchens & Kramer Investment Management Group
Indiana
$286K -$43.8K -569 -14%
SPC
536
Sigma Planning Corp
Michigan
$286K -$84K -1,090 -24%
Bessemer Group
537
Bessemer Group
New Jersey
$284K +$83.8K +1,088 +45%
MFWP
538
Mosaic Family Wealth Partners
Missouri
$283K
BFEC
539
Benjamin F. Edwards & Company
Missouri
$283K -$16.6K -215 -6%
EST
540
EA Series Trust
Pennsylvania
$282K +$268K +3,482 New
EF
541
Empowered Funds
Pennsylvania
$282K +$268K +3,482 New
ATPW
542
Ashton Thomas Private Wealth
Arizona
$281K +$267K +3,471 New
GS
543
GTS Securities
Florida
$280K +$267K +3,466 New
EA
544
Eudaimonia Advisors
Tennessee
$276K
PWPS
545
Pinnacle Wealth Planning Services
Ohio
$275K
BWL
546
Bogart Wealth LLC
Virginia
$274K
FFA
547
Fairfield Financial Advisors
Massachusetts
$273K +$194K +2,512 +289%
BWFA
548
Baltimore-Washington Financial Advisors
Maryland
$271K -$151K -1,959 -37%
PSFG
549
Prairie Sky Financial Group
Illinois
$270K +$257K +3,332 New
EAM
550
Erste Asset Management
Austria
$267K +$46.2K +600 +22%