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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
551
Great Valley Advisor Group
Delaware
$334K +$73.4K +934 +30%
DCM
552
Donaldson Capital Management
Indiana
$333K
SRSA
553
S.R. Schill & Associates
Washington
$333K
GCA
554
Gideon Capital Advisors
New York
$332K -$4.17M -53,066 -93%
PHK
555
Point72 Hong Kong
Hong Kong
$332K +$230K +2,931 +256%
IIM
556
Ipswich Investment Management
Massachusetts
$331K
CWM
557
Campbell Wealth Management
Virginia
$330K -$7.86K -100 -2%
GT
558
Glenview Trust
Kentucky
$327K
ANRIA
559
American National Registered Investment Advisor
Texas
$322K -$7.86K -100 -2%
BG
560
Bahl & Gaynor
Ohio
$316K -$15.7K -200 -5%
RCAG
561
Rehmann Capital Advisory Group
Michigan
$313K +$39.7K +505 +15%
ER
562
Enlightenment Research
Florida
$313K +$330K +4,200 New
RIA
563
Regal Investment Advisors
Michigan
$309K +$23.7K +301 +9%
GRP
564
Global Retirement Partners
California
$306K -$943 -12 -0.3%
BHA
565
Beech Hill Advisors
New York
$306K
HIS
566
Harvest Investment Services
Illinois
$305K -$49.1K -624 -14%
CFB
567
Cullen/Frost Bankers
Texas
$304K +$207K +2,631 +239%
GHAM
568
Gilman Hill Asset Management
Connecticut
$302K -$9.83K -125 -3%
KFC
569
Klingenstein Fields & Co
New York
$302K +$2.91K +37 +1%
AIL
570
AGF Investments LLC
Ontario, Canada
$302K +$48.1K +612 +20%
PFS
571
Prospera Financial Services
Texas
$299K -$2.52K -32 -0.9%
BUB
572
BBVA USA Bancshares
Texas
$297K -$254K -3,232 -47%
KA
573
Kintegral Advisory
New York
$296K
CCA
574
Checchi Capital Advisers
California
$296K +$2.75K +35 +1%
BWP
575
Bernardo Wealth Planning
Pennsylvania
$295K -$3.93K -50 -1%