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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
WA
551
Waverly Advisors
Alabama
$12K +$64 +1 +0.5%
RIA
552
Regal Investment Advisors
Michigan
$12K +$4.84K +75 +60%
M
553
MOTCO
Texas
$10K -$3.87K -60 -27%
OC
554
Oakworth Capital
Alabama
$9K
ECM
555
Exchange Capital Management
Michigan
$9K +$64 +1 +0.7%
WF
556
WealthTrust Fairport
Ohio
$7K +$64 +1 +0.9%
CTB
557
Country Trust Bank
Illinois
$6.24K +$6.45K +100 New
MSFP
558
Mark Sheptoff Financial Planning
Connecticut
$6K
TCOV
559
Trust Company of Vermont
Vermont
$6K
CGT
560
Capital Guardian Trust
California
$6K +$6.13K +95 New
CFS
561
Community Financial System
New York
$6K +$6.45K +100 New
Northwestern Mutual Wealth Management
562
Northwestern Mutual Wealth Management
Wisconsin
$6K +$173K +2,676 +16%
First Manhattan
563
First Manhattan
New York
$5K
HR
564
Howe & Rusling
New York
$5K
RNS
565
Robert N. Shapiro
$4K
CMBA
566
C.M. Bidwell & Associates
Hawaii
$3K -$363K -5,630 -99%
TFO
567
Tarbox Family Office
California
$3K +$3.42K +53 New
BRWM
568
B. Riley Wealth Management
Tennessee
$2K -$385K -5,976 -99%
CAW
569
Cornerstone Advisors (Washington)
Washington
$2K
CCA
570
Catalyst Capital Advisors
New York
$2K +$2.06K +32 New
CCS
571
Crosspoint Capital Strategies
California
$1K
LFR
572
Lehman Financial Resources
Pennsylvania
$1K
JFGIW
573
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1.42K +22 New
Capital World Investors
574
Capital World Investors
California
-$116M -1,855,000 Closed
BA
575
Bridgewater Associates
Connecticut
-$11.6M -185,647 Closed