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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
551
Cornell Pochily Investment Advisors
New York
$320K +$337K +5,023 New
FNBT
552
FineMark National Bank & Trust
Florida
$315K -$33.8K -503 -9%
NAM
553
North American Management
Massachusetts
$315K – – –
HR
554
Howe & Rusling
New York
$313K +$23.8K +355 +8%
BCM
555
Brookstone Capital Management
Illinois
$312K -$44.7K -666 -12%
CWS
556
Cypress Wealth Services
California
$312K +$328K +4,894 New
RIA
557
Regal Investment Advisors
Michigan
$311K -$25.8K -384 -7%
GCA
558
Gideon Capital Advisors
New York
$311K +$327K +4,870 New
BC
559
Brinker Capital
Pennsylvania
$310K +$2.95K +44 +0.9%
WB
560
Webster Bank
Connecticut
$306K – – –
RA
561
RFG Advisory
Alabama
$305K +$57.2K +852 +21%
FIM
562
Freedom Investment Management
Connecticut
$301K -$12.6K -187 -4%
STA
563
Summit Trail Advisors
New York
$300K +$326K +4,857 New
BJL
564
Brighton Jones LLC
Washington
$299K -$6.78K -101 -2%
Jones Financial Companies
565
Jones Financial Companies
Missouri
$299K +$9.87K +147 +3%
AFP
566
Ausdal Financial Partners
Iowa
$297K +$28.2K +420 +10%
BFEC
567
Benjamin F. Edwards & Company
Missouri
$294K -$6.91K -103 -2%
LOAME
568
Lombard Odier Asset Management (Europe)
United Kingdom
$294K – – –
FDS
569
Freedom Day Solutions
Texas
$294K +$309K +4,609 New
IHL
570
Investment House LLC
California
$293K – – –
EWF
571
Epstein & White Financial
California
$293K +$321K +4,780 New
EWM
572
Evermay Wealth Management
Virginia
$291K +$54K +805 +21%
IA
573
IFG Advisory
Georgia
$290K +$305K +4,550 New
RIM
574
Rampart Investment Management
Connecticut
$286K -$36.6K -545 -11%
KI
575
Koch Industries
Kansas
$286K +$301K +4,490 New