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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
TW
551
Transform Wealth
Colorado
$278K -$5.4K -80 -2%
BWM
552
Bernicke Wealth Management
Wisconsin
$278K +$265K +3,922 New
TNB
553
Thomasville National Bank
Georgia
$277K +$264K +3,910 New
OWD
554
Osborn Williams & Donohoe
Ohio
$271K – – –
IIC
555
Ironwood Investment Counsel
Arizona
$268K +$108K +1,597 +23%
AT
556
Argent Trust
Texas
$266K +$33.9K +503 +15%
CFD
557
Creative Financial Designs
Indiana
$263K +$37.9K +562 +18%
BTIS
558
BB&T Investment Services
North Carolina
$263K +$107K +1,591 +76%
JMPWA
559
JP Morgan Private Wealth Advisors
California
$262K -$22.5K -334 -8%
OIA
560
Optimum Investment Advisors
Illinois
$258K +$6.75K +100 +3%
Susquehanna International Group
561
Susquehanna International Group
Pennsylvania
$255K -$3.97M -58,822 -94%
SEM
562
Suncoast Equity Management
Florida
$255K -$97.8K -1,450 -29%
NFG
563
Next Financial Group
Texas
$254K -$123K -1,829 -34%
MC
564
Moors & Cabot
Massachusetts
$253K +$244K +3,610 New
PL
565
Perpetual Ltd
Australia
$251K – – –
WC
566
Whitnell & Co
Illinois
$249K – – –
TNBTD
567
Trustmark National Bank Trust Department
Mississippi
$247K – – –
Cerity Partners
568
Cerity Partners
New York
$246K +$234K +3,468 New
IH
569
IFC Holdings
Florida
$244K -$1.28K -19 -0.5%
AAS
570
Annex Advisory Services
Wisconsin
$242K +$230K +3,416 New
SLAM
571
Swiss Life Asset Management
$242K +$230K +3,416 New
EFS
572
Essex Financial Services
Connecticut
$240K +$229K +3,395 New
PL
573
Parkwood LLC
Ohio
$239K -$24.4K -361 -10%
BA
574
Boston Advisors
Massachusetts
$239K – – –
WA
575
Waverly Advisors
Alabama
$238K +$227K +3,360 New